Renta Module: now offers an online Renta management service with the Advisor Portal.
The Bilky Advisor Portal helps to digitize the consultancy and allows to offer an online income tax management service to its long-time clients. In addition, it helps to streamline the procedures and makes it possible to compete with websites and companies that are dedicated to this type of management.
April 3 marks the beginning of the 2023 Personal Income Tax (IRPF 2023) return campaign, kicking off one of the most important dates of the year. fiscal calendar.
As every year, many people will rely on tax advisors to carry out this procedure, with the work of preparation and processing falling on the professional offices of our country.
Traditionally, taxpayers have always gone to the office in person to carry out these types of transactions, but with the advent of the Internet and other technological innovations, the advisory sector has undergone a series of changes that have forced them to renew themselves or die.
In the field of income tax processing, the traditional advisor has seen the emergence of a new type of competitor: online income management websites, that allow these companies to reach all those taxpayers who prefer the convenience and time savings of being able to manage their documentation and income tax return without having to leave home, comfortably from anywhere with a device with an internet connection.
In this sense, the fact that there is a clear flight of users towards technological tools means that the consultancy sector needs, even more, services that technologically transform its office in order to continue to build customer loyalty and expand its client base.
Bilky provides the advisor with all the necessary resources to offer an online income management service.
This is why the Bilky Advisor Portal has the option for the consulting firm to offer this type of service thanks to the Rental Module, Bilky provides support and training for both parties, making it easy for these firms to incorporate the Renta online management service, so that they can easily adapt it to their clients.
Another advantage is that the client can comfortably share the documentation throughout the year with his or her advisor through his or her own Portal or also communicate to the advisor any type of change (inheritance, change in marital status, etc.) that may affect his or her Renta.
The Advisor Portal is connected to the Personal Portal of each of your Renta clients.
The Rental Module connects the Advisor Portal, managed by the professional firm, and the Personal Portal, a space that the client enjoys free of charge thanks to his advisor.
Specifically, this union of portals allows each of the clients to have their own space where they can comfortably share all the documentation and information with their advisor, store and access these documents whenever they want, as well as, of course, receive the income tax return itself. It also allows taxpayers to update their data and situation in real time, so that their advisor always has the latest information to be able to process it correctly.
In this sense, the advisor can have control of all the data and documentation of their clients in a constantly updated way, which allows these professionals to export all this information comfortably in their own Renta software with which the advisor works.
Would you like to implement the Renta online management service in your own consultancy?
You can contact us through:
- Phone: 910 059 332
- E-mail: atencionalcliente@bilky.es
