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.

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.

Document management

myprosperity

Name: myprosperity
Brand: 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.

For Accounting firms Advisory and CFO services Small business clients

Visit website Book a demo See pricing

Pricing: Subscription
Last checked: 3 September 2026

Plans

As published by the vendor, checked 3 September 2026. Confirm current plans on the vendor's pricing page.

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

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 3 September 2026. Not reviewed by the vendor. Claim this listing to correct it.

What it does

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

Works with

Open an integration to see every listed tool that plugs into the same stack.

Built for

Advisers

From firms

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Common questions

myprosperity, answered

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.
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.

Changes

What changed on this listing

Dated changes to what myprosperity is: prices, integrations, features, regions. Since September 2026. All directory changes.

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

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Alternatives in Document management

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