Tax audit protection for financial planners and their portfolio
Your clients will benefit from affordable and comprehensive coverage while you enjoy full visibility on quotes and policies in real time. Your portfolio will be secure and your clients protected with our digital quote-and-bind solution.
How AuditCover protects your clients and preserves your portfolio
Working as a financial planner is complex enough. AuditCover’s unique digital binding solution means clients quote and bind instantly.
- Track policy take-up rates through your partner dashboard
- Enjoy the highest industry take-up rates with our digital approach
- Save time of email marketing and content updates
- Get custom quotes for complex structures and high turnover clients