Your Personalized Account
With the Lovat Tax Agent Portal, each agent gets their own personal account. This account serves as a centralized hub where agents can manage all their clients’ tax compliance needs efficiently.
With the Lovat Tax Agent Portal, each agent gets their own personal account. This account serves as a centralized hub where agents can manage all their clients’ tax compliance needs efficiently.
One of the key features of the Lovat Tax Agent Portal is the ability for agents to switch between clients with ease. Whether you’re working on multiple accounts or need to access specific client data, our portal makes it simple. No more logging in and out of different accounts or systems – everything you need is right at your fingertips.
Receive real-time updates and notifications about important tax deadlines, regulatory changes, and client requests. Our portal keeps you connected and informed, ensuring that you never miss a beat when it comes to managing your clients’ tax affairs.
Become a LOVAT partner and bring a better way of working to your clients while earning money doing it.
The more you grow, the more you get!
Starter |
Dolphin |
Eagle |
Bear |
1-3 clients |
4-10 clients |
11-50 clients |
51+ clients |
Dedicated account manager |
Listing on our website |
Co-branding literature and materials for your practice | Referral listing |
10%
|
15%
|
20%
|