What is the Tax Assistant and how does it work?

We have created an online portal to make it easier for you and your accountant to submit your Individual tax return. This Tax Assistant will ensure you are able to take full advantage of any tax deductions by linking your assets and liabilities into your myprosperity...

Reviewing signed documents

I’ve signed my document, where can I see the it? Depending on the type of document that you’ve signed, you should be able to find it in the following locations: This article is based on default locations that the documents are set to save to, your...

How do I sign a document?

When a document is ready for signing, you could either: a. Log-in via an automated e-mail notification; go straight to Step 3 View sample email b. Log-in to your wealth portal directly; go to Step 2 2. Depending on the documents pending, you will see the following:...