Author Annie Lillico Lewis

Expert Reviewer James Lewis

The Kearney Group is pleased to announce the roll out of the firm’s ground-breaking MyKearney Online web portal – an innovative new system that aims to close the gap between clients and advisers.

“This is a very exciting time,” says James Lewis, the Group’s Business Systems Development Manager. “With the launch of the portal, clients are now able to securely send and receive sensitive financial information, and access their web account 24 hours a day, seven days a week from any computer or mobile device.”

But secure document exchange is only one part of this new system; the portal also allows clients to effortlessly view and update personal information and manage upcoming appointments.  Without a doubt, however, the jewel in the MyKearney Online crown is its seamless integration of DocuSign’s eSignature technology, permitting users to digitally sign critical documents like tax returns, loan applications and other time-sensitive forms at the click of a button.

“I am a long standing client of the Kearney Group and recently started signing documents using the DocuSign process,” says David O’Farrell, partner of Minter Ellison Lawyers in Brisbane.

“I was surprised and pleased by the process. I don’t claim to be technically competent, but I found the prompts very simple and intuitive and it saved me a lot of time.”

Simplifying the process and saving clients time is exactly what the Kearney Group was aiming to achieve. With the integration of eSignature technology, gone are the days of stamped envelopes and waiting on the post. “Activities like lodging a tax return have become much faster and easier,” said Accountant and Manager, Nathan Rowe. “The signature process that previously took a week now takes less than a day, meaning we can get the job done more efficiently, and clients see their refund sooner.”

The benefits of the MyKearney Online portal are not reserved to speedier tax refunds though, as bookkeeping and financial planning clients are also beginning to receive their documents via the portal. Until recently these clients had been receiving hard-copy business reporting and portfolio updates and had been required to return sensitive information and applications by post due to the inherent insecurity of email.

“It is an extraordinarily exciting time,” says CEO, Paul Kearney who envisioned a client portal years ago and officially began development of the custom-designed system last September.

“As an organisation constantly on the lookout for innovative ways to improve the client experience, we’re excited about the possibilities MyKearney Online has to offer. I’m very pleased to see our team turning to technology to rethink the way we do business and better serve our clients.”

The Group’s MyKearney Online web portal is now through testing and is being rolled out to clients across the practice.

Your new MyKearney Online Portal

MyKearney Online Accounts Are:

• Provided at No Cost
• Secure & Encrypted
• Easy to Use
• Accessible Online 24/7
• Mobile Friendly

Get Set Up.

Wonder what to do next?

If you’d like to set up your MyKearney Online account, have a closer look at what this service has to offer and then speak to your adviser on +61 3 9428 8822.