APS adds new client portal for users with myprosperity integration
- APS Practice Management software has integrated with the myprosperity platform to add a new client portal solution for users.
- The integration between both software providers will streamline collaboration between accountants and their clients by reducing the need for manual data entry.
- With contact records stored centrally all future data changes in APS will automatically sync with myprosperity.
Sydney, 30 June 2022 – 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.
– Ends –
Note to editors – the following interviewee is available on request:
David Francis | APS General Manager |
For further information, please contact:
Brad Stevens | Reckon GM of Marketing | firstname.lastname@example.org
APS is a division of Reckon, a publicly listed ASX company with strong financials employing over 300 people in our operations across the world.
APS delivers market leading practice software and business management solutions designed specifically for accounting firms to meet business requirements. Along with their integrated strategic partners and active customer base, their singular mission is to keep moving forward and challenging the accounting space and create brave new progressive accounting firms. Find out more at www.aps-software.com
myprosperity is an award-winning collaboration, personal wealth platform used by accountants and planners to better engage clients and help them achieve their financial goals. From initial contact to ongoing service, the wealth portal enables finance professionals to redefine the customer journey each step of the way.
With live feeds powering balance sheet, cash flow, budgeting, and goal setting features, the portal is a white-label platform that also boasts efficiency tools like digital forms, digital document signing, and an ecosystem of integration partners for a holistic, all-in-one approach to household finance. Find out more at www.myprosperity.com.au.