Leading accounting software provider, APS (a division of Reckon [ASX:RKN]), has added the myprosperity client portal to its arsenal of integrations. With these new capabilities, accounting practices using APS now have access to a portal to help collaborate seamlessly with their clients.
Accounting firms across Australia and New Zealand not only use APS software for core practice management, but also as the single source of truth for storing client contact records. Many of these firms already use myprosperity to share documents and information; and to collaborate across all aspects of their clients’ financials.
Both Peter McCarthy CEO of myprosperity and Dave Francis General Manager of APS, recognised the alignment between their respective client bases and the mutual benefits for users in pairing the solutions.
“We are delighted to launch the integration of our market-leading client portal with APS,” said Mr McCarthy. “The integration will provide an opportunity for leading accounting firms to drive efficiencies, increase revenue, and redefine the client experience.”
“myprosperity is a fantastic addition for APS users to work even more efficiently with their clients,” agreed Mr Francis. “As this partnership brings client details into the myprosperity platform, it eliminates unnecessary data entry—without the integration, a practice would need to enter their client’s email address and mobile number manually to access myprosperity features.”
The partnership between APS and myprosperity also provides multidisciplinary firms a single portal to collaborate across a variety of services such as wealth management; business advisory; self-managed super funds; tax; and compliance.
“Over the past two years we have seen an explosion in app usage, highlighting the need for accountants to deliver a client portal experience with a strong focus on mobile,” noted Mr McCarthy. “With approximately 70 percent of current clients opting to collaborate with accountants via the myprosperity mobile app there has never been a better time for leading accounting firms to grow their digital brand.”
Adding myprosperity into APS’s ecosystem marks an important step towards a fully connected application stack to meet the needs of APS clients. The myprosperity application not only pairs seamlessly with APS, but also with its signature partners FuseWorks and Annature, along with two future integrations being planned with BGL and FYI.
“Once activated, client details that are stored in APS will be shared to our integrated application stack, so any updates only need to be made once, then all the connected systems are updated automatically,” concluded Mr Francis.