LOVAT
Partner Program
The Lovat Tax Agent Portal empowers you, the tax professional, to seamlessly manage your clients’ tax compliance needs. Our secure, cloud-based platform offers a suite of tools designed to simplify tax preparation, filing, and reporting, saving you time and ensuring accuracy.
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.
Switch Between Clients Seamlessly
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.
Stay Connected and Informed
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.
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% ongoing discount |
15% ongoing discount |
20% ongoing discount |
|
| on Lovat services to pass along or keep as revenue share |
on Lovat services to pass along or keep as revenue share |
on Lovat services to pass along or keep as revenue share |
One - click integrations with the world’s biggest largest online marketplace
