Agent Authorisation App Features
Streamlined Authorisation Requests
Allow clients to easily grant authorisation or reauthorisation for services through our online portal. Clients can securely submit authorisation details and tax agents can send authorisation requests digitally.
Comprehensive Service Coverage
Our platform covers authorisation across a wide range of services including MTD VAT, Income Tax, PAYE, CIS, CT, SA, and more. Tax agents can request authorisation for multiple services.
Streamlined Tax Agent Workflow
Tax agents can send authorisation requests, track status, and act seamlessly on behalf of clients all through a single unified platform. Smooth and simplified agent workflow.
Mobile Authorisation On-The-Go
With our mobile app, clients can grant authorisation no matter where they are. The app allows them to view requests, submit details, and authorise their agent securely from their phone.
Batch Client Migration
Easily migrate existing clients with batch upload of details for quick and efficient onboarding. Migrate clients individually or in groups from CSV or Excel files.
Enhanced Security
Leading security features such as 2-factor authentication, SSL encryption, and data encryption protect sensitive client information. Robust security protocols ensure authorisation is granted securely.
Comprehensive Service Coverage
Our agent authorisation platform covers a vast range of tax and financial services to fully empower your agents and meet all your business needs including:
HMRC Making Tax Digital (MTD) for VAT - Streamline VAT authorisation and reporting under the MTD regulations.
Income Tax Authorisation - Enable agents to act on behalf of clients for income tax filing and reporting services.
PAYE Services - Authorise agents to handle PAYE reporting, deductions, calculations and more.
Construction Industry Scheme (CIS) - Manage CIS authorisations.
Corporation Tax - Authorise agents to file and report for Corporation Tax requirements.
Self Assessment (SA) - Grant authorisation for SA filing and services.
Working with Agent Authorisation simple three step
01
Installing App / Sign Up
Quickly download and install our mobile app or sign up online to get started.
02
Grant Authorisation
Securely authorise your agent for services needed through the app or portal.
03
Tax & Financial Services
Access and manage a diverse range of tax and financial services all through one platform.
Contact Us
Get in touch and let us know how we can help.