# Myprosperity Reviews **Vendor:** Myprosperity **Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) **Average Rating:** 4.8/5.0 **Total Reviews:** 3 ## About Myprosperity #1 client portal for accountants and advisers ## Myprosperity Reviews ### 1. Most amazing tool for data **Rating:** 5.0/5.0 stars **Reviewed by:** Sakshi S. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2022 **What do you like best about Myprosperity?** I have been using this software for myself and my clients for over three years. It is one of the most user-friendly software! The software allows you to store client information, gather information, and help clients track their net wealth! It links with much different software that allows the bank feeds to be updated so clients can see their wealth grow. **What do you dislike about Myprosperity?** There is nothing that I can think of that I don't like about it. The platform allows the accountants to store the most relevant information about the clients and for clients to send data to use through their secure network, **What problems is Myprosperity solving and how is that benefiting you?** We store essential client information such as wills, estate planning, loan docs. Being able to see clients loan balances in a minute as it integrates with clients bank accounts It can pull clients' assets and liabilities list in a minute. ### 2. This tool has been great for our clients **Rating:** 5.0/5.0 stars **Reviewed by:** Roze F. | Marketing and Partnerships Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2021 **What do you like best about Myprosperity?** I love how easily you can send a custom fact find to a client. My prosperity sends reminders to our clients, and it also notifies you when it's done. I also love how the PDF reporting is dislpayed. I can download it and share it with key partners. **What do you dislike about Myprosperity?** The only thing would be is if the client has used my prosperity in the past with another firm/ company, you'll need a new email address to create a contact in your system. it doesn't like duplicate email addresses. **What problems is Myprosperity solving and how is that benefiting you?** Getting information quickly from the client's profile to then send off to our mortgage brokers to determine their borrowing capacity. It's been great in terms of turnaround time. ### 3. Complete Accounting Practice Application for Proper Cost Management **Rating:** 4.5/5.0 stars **Reviewed by:** John W. | Finance Director, Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2022 **What do you like best about Myprosperity?** Myprosperity is the tool with all the financial recordings, making the business prepare the appropriate financial statements. More so, Myprosperity increases the accuracy and transparency of every transaction, as the proper recording is always handled. **What do you dislike about Myprosperity?** Myprosperity is the rational accounting option used by many businesses without any compromise or challenges. The credibility that Myprosperity has makes it preferred and desired. **Recommendations to others considering Myprosperity:** Myprosperity is there making companies conduct the appropriate financial statement analysis without compromise or fraud **What problems is Myprosperity solving and how is that benefiting you?** Myprosperity is there to make financial communications effective and accurate. It records and verifies transactions, which get used way after business operations are closed. Again Myprosperity issues reports that are timely and consolidated. ## Myprosperity Discussions - [What is Myprosperity used for?](https://www.g2.com/discussions/what-is-myprosperity-used-for) - [View Myprosperity pricing details and edition comparison](https://www.g2.com/products/myprosperity/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-21+09%3A34%3A12+-0500&secure%5Bsession_id%5D=27cf9640-f88d-4fed-b3f0-86fe1c83311b&secure%5Btoken%5D=c00ef5cab15241322742f05e77636a1bccdd5b92e73d7f846f726494839ac5f2&format=llm_user) ## Myprosperity Features **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Collaboration** - Collaboration - Tasks - Version Control **Billing** - Time - Reporting - Invoices **Onboarding** - Templates - Checklists - New Client **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top Myprosperity Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (820 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (657 reviews)