20 August 20269 min
Advisory-firm client portal: stop chasing PDF emails
The client signs into their company, uploads and looks up their own files. You stop chasing PDFs by email.
Leer artículoAdvisory firms
Content for advisory and payroll firms
Articles on a portfolio with one login, the client portal, desk payroll, RED and per-client export. The client sees only their company. SILTRA is not for sale. Vacly is not homologated by AEAT or TGSS.
PortfolioPortalRED/TGSS
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Software for advisory firms: one portfolio, one login
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Portfolio payroll: PDF, signature and the firm’s month
PDF, signature and generation across the book. No SILTRA. Judgement stays at the desk.
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20 August 20269 min
RED and notices across the advisory firm’s book
RED authorisation, TGSS filings and the AEAT/TGSS/DEHú inbox. Without authorisation, the filing does not start.
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20 August 20269 min
Export pre-accounting per advisory-firm client
A proposed journal per client, human review and a file. No live send to a3, Holded or Sage.
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