What is myprosperity?

myprosperity is document management software for accounting and bookkeeping clients. myprosperity is a client portal that enhances collaboration and productivity for accountants and advisers. It integrates with Xero Practice Manager, FYI. It is sold by subscription. Available in Australia.

Does myprosperity integrate with Xero Practice Manager?

Yes. myprosperity lists Xero Practice Manager as an integration, alongside FYI. The Firm's directory can be filtered by Xero Practice Manager to see the other tools that plug into the same stack.

Does myprosperity integrate with FYI?

Yes. myprosperity lists FYI as an integration, alongside Xero Practice Manager. The Firm's directory can be filtered by FYI to see the other tools that plug into the same stack.

What does myprosperity cost?

myprosperity publishes one plan (checked 3 September 2026). Mobile First: A$1500 per month +GST*. Prices are as published by the vendor; current plans and limits are on the vendor's pricing page.

Where is myprosperity available?

myprosperity is listed as available in Australia. Availability is as stated by the vendor; a tool with no stated restriction is listed for every region.

Who is myprosperity for?

myprosperity is built for Advisers. It is document management software, listed on The Firm's for-clients shelf.

Is myprosperity on the Xero App Store?

Yes. myprosperity has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from.

Are there reviews of myprosperity?

myprosperity's Xero App Store listing carries reviews from Xero users. Reviews on The Firm are written by account holders under their own name and firm and checked before publication, and a rating publishes once five firms have reviewed a tool. The listing itself is a fact sheet, not a verdict.

Can a firm see myprosperity before buying?

Yes. myprosperity offers a demo or trial page, linked from the Book a demo button on this listing. Terms of any trial are the vendor's.

Who maintains this myprosperity listing?

The Firm compiled this listing from the vendor's own website and app-store listing (checked 3 September 2026); myprosperity has not yet claimed it. Claiming is free and lets the vendor correct any detail here.

How does a firm choose between document management tools?

The Firm's guide to choosing document management software, on the Document management category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every document management tool; listing is not a ranking.

What are the contract and cancellation terms?

Partner plans require a 12-month commitment, except for Mobile First, which requires a 24-month commitment. Users can cancel their account with 30 days' notice.

What mobile platforms are supported?

myprosperity has a mobile app available on both the Apple App Store and Google Play Store.

What are the alternatives to myprosperity?

Other document management tools in The Firm's directory include Dext, FYI, Hubdoc and SuiteFiles. Listing is not a ranking: each profile states what the tool does, what it integrates with and how it charges, and up to four can be compared side by side.

Document management

myprosperity

Name: myprosperity
Price: 1500 AUD
Availability: InStock
Author: myprosperity

Secure client portal for financial management

For Accounting firms Advisory and CFO services Small business clients

No reviews yet Unclaimed · Claim this listing Listing updated 4 Sep 2026

Straight answers

What is myprosperity?: myprosperity is document management software for accounting and bookkeeping clients. myprosperity is a client portal that enhances collaboration and productivity for accountants and advisers. It integrates with Xero Practice Manager, FYI. It is sold by subscription. Available in Australia.
Who is it for?: myprosperity is for accounting and bookkeeping clients, and the vendor names advisers.
What does it cost?: It is sold by subscription.
What's the catch?: myprosperity states availability in Australia; firms elsewhere should check with the vendor rather than assume it is unavailable.

myprosperity is a client portal that helps accountants and advisers manage client financial information securely. It offers features such as cloud document storage, digital document signing, and configurable digital forms.

The platform is designed to enhance client engagement and advice processes, allowing for collaboration and data collection. It integrates with platforms to provide a view of client finances.

Compiled by The Firm from the vendor's website and app-store listing, checked 4 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.

The facts

Compiled from the vendor's own site, dated

Category: Document management
Pricing model: Subscription
Works with: Xero Practice Manager, FYI
Available in: Australia
Who runs it: Advisers
Xero App Store: Listed
Listing: Compiled by The Firm from the vendor's own site
Last checked: 4 Sep 2026

myprosperity pricing

It is sold by subscription.

Plans as published by the vendor, checked 4 Sep 2026

Plan	Price	Unit	Notes
Mobile First	A$1500	per month +GST*	Contact us today.

Prices as published by the vendor. A converted figure is an approximation; the vendor bills in its own currency. See the vendor's own price page (opens in a new tab)

What it does

From the vendor's own site

Cloud document storage
Digital document signing
Configurable digital forms
Lead generation tools
Client surveys & analytics

myprosperity integrations

2 integrations mapped

Who implements myprosperity

Implement myprosperity for accounting firms? List your practice free.

Ratings & reviews

From verified accounting and bookkeeping firms only Write a review →

0/5

No reviews yet

Ratings publish once five firms have reviewed a tool, so an early score can't be gamed by the vendor's five best clients. Until then we show the facts.

Review it in 90 seconds

Used myprosperity? Review it for other firms.

Reviews are published under your name and firm, and checked before they appear. You need a free account: an email, a password, your full name and your firm. It takes a minute.

Create an account to review Already have one? Sign in

Questions from firms

Asked here, answered by firms running it or by the vendor Ask a question →

No questions yet. Be the first to ask the firms running myprosperity.

Asked here, answered by firms running it or by the vendor. Every question and answer is checked before it publishes.

Have a question about myprosperity?

myprosperity, answered

The questions firms search for before they trial it

What is myprosperity?: myprosperity is document management software for accounting and bookkeeping clients. myprosperity is a client portal that enhances collaboration and productivity for accountants and advisers. It integrates with Xero Practice Manager, FYI. It is sold by subscription. Available in Australia.
Does myprosperity integrate with Xero Practice Manager?: Yes. myprosperity lists Xero Practice Manager as an integration, alongside FYI. The Firm's directory can be filtered by Xero Practice Manager to see the other tools that plug into the same stack.
Does myprosperity integrate with FYI?: Yes. myprosperity lists FYI as an integration, alongside Xero Practice Manager. The Firm's directory can be filtered by FYI to see the other tools that plug into the same stack.
What does myprosperity cost?: myprosperity publishes one plan (checked 3 September 2026). Mobile First: A$1500 per month +GST*. Prices are as published by the vendor; current plans and limits are on the vendor's pricing page.
Where is myprosperity available?: myprosperity is listed as available in Australia. Availability is as stated by the vendor; a tool with no stated restriction is listed for every region.
Who is myprosperity for?: myprosperity is built for Advisers. It is document management software, listed on The Firm's for-clients shelf.
Is myprosperity on the Xero App Store?: Yes. myprosperity has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from.
Are there reviews of myprosperity?: myprosperity's Xero App Store listing carries reviews from Xero users. Reviews on The Firm are written by account holders under their own name and firm and checked before publication, and a rating publishes once five firms have reviewed a tool. The listing itself is a fact sheet, not a verdict.
Can a firm see myprosperity before buying?: Yes. myprosperity offers a demo or trial page, linked from the Book a demo button on this listing. Terms of any trial are the vendor's.
Who maintains this myprosperity listing?: The Firm compiled this listing from the vendor's own website and app-store listing (checked 3 September 2026); myprosperity has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
How does a firm choose between document management tools?: The Firm's guide to choosing document management software, on the Document management category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every document management tool; listing is not a ranking.
What are the contract and cancellation terms? Vendor: Partner plans require a 12-month commitment, except for Mobile First, which requires a 24-month commitment. Users can cancel their account with 30 days' notice.
What mobile platforms are supported? Vendor: myprosperity has a mobile app available on both the Apple App Store and Google Play Store.
What are the alternatives to myprosperity?: Other document management tools in The Firm's directory include Dext, FYI, Hubdoc and SuiteFiles. Listing is not a ranking: each profile states what the tool does, what it integrates with and how it charges, and up to four can be compared side by side.

Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on myprosperity's own site, checked 4 Sep 2026. Tell us an answer is wrong

What changed on this listing

Every edit, dated, with who made it

Sept 2026 faq updated. Checked by The Firm
Sept 2026 plans published. Checked by The Firm
Sept 2026 added integration: FYI. Checked by The Firm

All directory changes

Is this your product?

This listing was compiled from the vendor's own website and app-store copy. Claiming it is free: write your own description, list your features and integrations, add screenshots and pricing, reply to reviews, and get a monthly note on who is clicking through.

Claim this listing — free Paid placement, from $249 a month →

Run the practice

Alternatives to myprosperity

Other document management tools, in the directory's usual order. Listing is not a ranking. The whole shelf →

Dext

AP & expenseEditor's pick

AI bookkeeping automation software

Works with Xero · Karbon · BrightManagerUnclaimed listing

FYI

AU · NZ · GB

Document managementEditor's pick

Document management and practice automation for accounting firms, synced with Xero Practice Manager.

Works with Xero Practice Manager · Microsoft 365 · Xero Tax +4Unclaimed listing

Hubdoc