Webinars

Documents

• All about documents

Rooms

• Rooms for Accountants Webinar - Tax time
• Rooms for Advisers webinar - Onboarding

Cashflow set up

• Learn how to make the Cashflow feature work for you and your clients

Client Management

• Insurance, goals and reports
• Explore best practices for using the client management feature including your client list, to-dos and goals

Mobile app

• Learn how to set up and configure your mobile app

Onboarding clients

• Onboarding workflow for tax time
• Helpful guides on setting up admin, configuring, security, staff and integrations.

Lead generation

• Expert advice on using the portal to enhance your client relationships and extend your services

Integrations

• myprosperity & Xplan
• Xplan integration update
• Discover how to use integrations to increase practice efficiencies

Digital Signatures

• Discover how easy it is to request e-signatures from your clients in the portal