The short answer
The advisory-firm client portal is the client company’s window: they see only their own files, upload documents and stop sending PDFs by email. You sign in in firm mode. The portal does not mix books.
Anyone searching for “client portal advisory firm without PDF emails” usually has one thread per document and a “did you get it?”. The work is a window, not a mailbox. [Uploading](/blog/portal-subida-documentos-gestoria) and the [document hub](/blog/gestor-documental-gestoria-cliente) are other screens.
Administration is included with Laboral · advisory firms. Vacly is not homologated by AEAT or TGSS. It does not replace the advisor. 15-day trial. Vacly Solutions SL, tax ID B22657407, Tortosa.
What is the client portal (and why is it not email)?
It is the client company’s face. It is not your inbox and not the firm’s archive.
- The client sees only their company. If they saw the book, the product would fail. [One portfolio, one login](/blog/software-gestorias-cartera-multiempresa) walks that split.
- They upload without sending you the PDF in Thursday’s thread. The concrete door is [file upload](/producto/administrativo/subir-archivos).
- They look up their own files: what you already classified, not the neighbour’s spreadsheet.
- You stay in [firm mode](/soluciones/gestorias). The portal does not replace you.
- It does not file with the AEAT. It is not an official acknowledgement.
How does it not clone upload or the document hub?
Three pieces, three jobs. Mixing them in one article cannibalises them.
This article: the window
Who signs in and what they see. The client stops chasing email; you stop chasing the PDF.
Upload portal
The [handover door](/blog/portal-subida-documentos-gestoria): the file comes in. Time is not required. Classification comes later.
Document hub
The [shared circuit](/blog/gestor-documental-gestoria-cliente): status, gaps and search. The portal is not that folder.
How do you run the day without a PDF thread?
Email still exists. It stops being the archive.
- You ask for the document in the portal, not in a forward. The missing-file alert is indicative.
- The client uploads. You classify. Uploading is not filing.
- [Payroll](/blog/nominas-cartera-gestoria-pdf-firma) and the [official inbox](/blog/red-notificaciones-cartera-gestoria) do not live in the client’s email.
- If a paper is missing, you see it on the company, not in Monday’s personal inbox.
- An agent does not send the email or classify on its own.
What is the portal not (and what should it not sell you)?
A window is not a stamp and not a substitute for the desk.
- It is not a mailbox Vacly empties on its own.
- It does not file forms. Official filing uses the company certificate.
- It does not replace the advisor. Judgement stays at the desk.
- It is not SILTRA and not an AEAT/TGSS stamp.
- It is not the [sales directory](/blog/ficha-clientes-facturacion).
FAQ
Does the client see the book?
No. They see only their company. You walk the book in firm mode.
Does this replace email?
It replaces email as a PDF archive. Email can still exist for other things.
Is it the same as uploading files?
No. Upload is the door. The portal is who signs in and what they see.
Does Vacly homologate or file?
No. Vacly Solutions SL is not homologated by AEAT or TGSS. It does not replace the advisor.
How much does it cost?
Administration is included with Laboral · advisory firms. Laboral from €2.50/employee/month VAT incl. 15-day trial.
How the client portal handles this
The client portal in [Vacly for advisory firms](/soluciones/gestorias) is the window: the client sees only their company, uploads and looks up. You classify in [firm mode](/blog/software-gestorias-cartera-multiempresa). [Upload](/blog/portal-subida-documentos-gestoria) and the [document hub](/blog/gestor-documental-gestoria-cliente) are other screens. Administration included with Laboral · firms. Vacly Solutions SL is not homologated by AEAT or TGSS. It does not replace the advisor. 15-day trial.