The short answer
Vacly software for advisory firms is a portfolio with one login: each client has their payslips, certificates and filings. You sign in in firm mode; the client, in their portal, sees only their company. The client uploads; you stop chasing PDFs by email.
Anyone searching for “software for advisory firms multi-company portfolio” usually has one spreadsheet per client, one email per document and a login that does not scale. The work is a desk, not five loose folders.
Administration is included with Laboral · advisory firms. SILTRA is not for sale. Vacly Solutions SL is not homologated by AEAT or TGSS. It does not replace the advisor. 15-day trial. Tax ID B22657407, Tortosa.
What is a portfolio with one login?
It is the firm’s operating model: one door, many companies. It is not a sales directory and not a spreadsheet with tabs.
- One login for the firm. You walk the [client portfolio](/producto/equipo/clientes) without mixing company A with company B.
- Each client is a company with modules, certificates and payroll. Distinct from [Invoicing customers](/producto/facturacion/facturacion-clientes).
- The [client portal](/blog/portal-cliente-gestoria-sin-emails-pdf) never shows the neighbour’s book.
- The flow starts when the client uploads and the desk classifies. [Vacly for advisory firms](/soluciones/gestorias) spells it out.
- It is not SILTRA. It is not a homologation stamp. It does not replace the advisor.
How does firm mode differ from the client portal?
The same product looks different depending on who signs in. That is the design, not an add-on.
Firm mode
You walk payslips, certificates, filings and the inbox of each client. One login. Judgement stays yours.
Client portal
The client sees only their company: they upload, they look up their own files, and they do not mix books. They do not see the neighbour.
Permission, not a trick
If the client saw the book, the product would fail. The split is the product.
How does the firm’s flow fit (without cloning screens)?
The portfolio is not a payroll screen and not an inbox. It is the place those screens do not mix.
- The client uploads; the firm classifies. The archive circuit is in the [document hub](/blog/gestor-documental-gestoria-cliente) and the [upload portal](/blog/portal-subida-documentos-gestoria).
- [Portfolio payroll](/blog/nominas-cartera-gestoria-pdf-firma) lives in Laboral: PDF, signature and generation. That is not this article.
- [RED and notices](/blog/red-notificaciones-cartera-gestoria) need a [RED authorisation](/blog/autorizaciones-red-empresa-gestoria) and use the company certificate.
- [Pre-accounting per client](/blog/exportar-precontabilidad-gestoria-cliente) is optional and needs human review. You export a file; there is no live send to a3, Holded or Sage.
- You can [start with Laboral only](/producto/laboral). Administration comes with Laboral · advisory firms.
What is this software not (and what should it not sell you)?
The desk gains a workplace. It does not gain a stamp or a substitute for judgement.
- SILTRA is not for sale. The [RED file](/blog/software-nominas-pymes-gestorias) and the TGSS filings that are in the catalogue are not SILTRA.
- Vacly is not homologated by AEAT or TGSS. Official filing uses the company certificate.
- It does not replace the advisor or the firm.
- It does not post books on its own. Pre-accounting needs a person.
- It is not the [sales directory](/blog/ficha-clientes-facturacion). That record is something else.
FAQ
Does the client see only their company?
Yes. The client portal does not mix books. You sign in in firm mode.
Can I start with payroll only?
Yes. You turn on Laboral and, when you want, Administration for certificates and notices.
Does it include SILTRA?
No. SILTRA is not for sale.
Is Vacly homologated?
No. Vacly Solutions SL is not homologated by AEAT or TGSS.
How much does it cost and how do we try it?
Laboral from €2.50/employee/month VAT incl.; Tax €12.90/month VAT incl.; Time from €8.89/employee/month VAT incl.; Projects €19/month; Invoicing and Special in Soles; Accounting and Banking on request. 15-day trial.
How Vacly handles this for advisory firms
[Vacly for advisory firms](/soluciones/gestorias) is a portfolio with one login: firm mode versus the [client portal](/blog/portal-cliente-gestoria-sin-emails-pdf). Each company has [payroll](/blog/nominas-cartera-gestoria-pdf-firma), certificates and [RED filings](/blog/red-notificaciones-cartera-gestoria). The client uploads; you classify. Administration included with Laboral · firms. SILTRA is not for sale. Vacly Solutions SL, tax ID B22657407, Tortosa, is not homologated by AEAT or TGSS. It does not replace the advisor. 15-day trial.