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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.

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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.

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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.

 

 


 

Join the LOVAT Partner Program

 

 

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%
ongoing discount


on Lovat services
to pass along or keep as revenue share

15%
ongoing discount


on Lovat services
to pass along or keep as revenue share

20%
ongoing discount


on Lovat services
to pass along or keep as revenue share

Want to learn more about our Partner Program?