Jarvis

For accountants and advisers running workplace pensions for employer clients.

Adviser Support

What you need and how to register an employer client on the Jarvis platform.

Setting up Jarvis for your client

How to manage several employer clients on Jarvis without a multi-scheme dashboard.

Managing multiple employer schemes.

Getting Started

How the taper works, the income thresholds, and how carry forward interacts with it.

Tapered annual allowance

Step-by-step guide to moving an employer client from NEST to Jarvis.

NEST-to-Jarvis migration for advisers

Allowances, migrations, and technical detail.

Technical Guidance

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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