Integrations (QB, Xero, IRS, banking, and many more)
Make clients more profitable
Over 100K identified tax strategies
Fine tuned AI models
CRM
AI-Powered analytics
Automations
benefits
Prosper AI Practice Management
Advisory Engagement
Deliver strategic advice to your clients with precision. Utilize client dashboards, financial modeling, and scenario planning to provide actionable insights and maintain a competitive edge.
ROI Visualization
Real-time dashboards and detailed reports enable you to present clear, compelling data to your clients, demonstrating the value of your services.
Strategy & Templates
Streamline your operations with our comprehensive strategy and template library. Customize these templates to fit your practice’s unique needs, ensuring consistency and efficiency in your workflows.
Education
Keep your team at the forefront of industry knowledge Equip your team with the skills and knowledge to provide top-tier service to your clients.
Quality Control
Maintain high standards with our robust quality control features. Our software allows you uphold the quality and accuracy of your work.
Community & Coaching
Connect with peers network with other accountants, legal professionals, and wealth managers, share best practices, and receive guidance on complex issues.
AI Client Brain
Train Prosper to know all client details so you and your client can make better financial decisions.
Analytics With AI
Analyze financials. Deep understanding of client’s operations at your fingertips.