Webinars
These are where our weekly training webinars hosted by Karen Kairouz will be stored. These 20 mins webinars will help you master your client portal.
Cashflow set up
Client Management
- Effective communication: How to use the portal to effectively and efficiently communicate with your clients (8th Nov 2022)
- Client Engagement: Questions, Roadblocks, Solutions (Sept 20th 2022)
- The Portal from a Client Perspective ( July 12th 2022)
- Staying Organised with Rapid To-dos & more
- Insurance, goals and reports
- Explore best practices for using the client management feature including your client list, to-dos and goals
Digital Forms
Digital Signatures
Documents
Integrations
Lead generation
Mobile app
Onboarding clients
- Implementing a Secure, User-Friendly Client Portal with myprosperity
- Best practices for client onboarding
- Change Management - Tackling onboarding for success ! (23 Aug 2022)
- Client Engagement Strategies for tech-led firms
- Helpful guides on setting up admin, configuring, security, staff and integrations.
- Onboarding workflow for tax time