Portal Advisor - How to manage the tax campaign
The Bilky Rent module is designed to help advisory firms manage the entire rent campaign from a single environment.
Centralize your client documentation, communication, and follow-up during the rental campaign.
You will be able to register individuals, request documentation, organize information through CRM, control the status of each declaration, and communicate with taxpayers without needing to use multiple tools.
What will you learn in this guide?
In this tutorial, you will learn how to:
- Activate the Rental module.
- Register individuals.
- Create contributor groups.
- Use the people CRM.
- Manage rental campaigns.
- Request documentation.
- Send drafts and statements.
- Manage tickets and communications.
- Configure CRM processes.
- Use the taxpayer portal.
What is the Renta module?
The Income module expands the functionalities of the Advisor Portal by incorporating a new specific area for individuals.
From this section, you can manage all documentation and communication related to your clients' rental campaigns.
One of its main advantages is that taxpayers can participate in the process even without full access to the portal.
Activate the Income module
Once the module is activated, a new section will appear titled:
People
This area functions similarly to the usual Assistance Portal, but is specifically oriented towards the management of individuals and income tax returns.
Register individuals
Bilky allows you to incorporate contributors in two ways:
Individual registration
Ideal for occasional use.
Bulk import
Allows copying and pasting information from Excel to register multiple people at the same time.
Important
If any record contains errors in:
- National Identity Document
- Name
Bilky will automatically mark it to prevent incorrect imports.
Organize customers by groups
Groups allow you to categorize donors to make campaign management easier.
For example:
- Returning customers.
- New clients.
- Complex statements.
- Specific campaigns.
Groups can also be used later for communications or CRM processes.
Use the people CRM
Each individual has a customizable profile that functions as a CRM.
From it, you can store relevant information for the current rental campaign and for future rental campaigns.
Examples of information you can store
- National Identity Document.
- Telephone.
- Box 505.
- Identification documents.
- Spouse Data.
- Descendants or ascendants.
- Home address.
- Declaration status.
Custom fields
Bilky allows:
- Create new fields.
- Modify the existing ones.
- Remove unnecessary fields.
- Adapt the CRM to the firm's operations.
Request information through CRM processes
CRM processes allow for sending personalized forms to contributors to fill in information or provide documentation.
This way you can automate a large part of the data collection needed for the tax return campaign.
Manage rental campaigns
The "Rentals" section allows you to control the status of each tax return.
Additionally, Bilky keeps a history of previous campaigns to make it easier to track each contributor.
Available states
Pending
Initial state of a declaration.
Information is missing
It is necessary to provide additional documentation.
Presented
The tax return has been filed.
Closed
Block new documentation contributions.
Inactive
Disable declaration management.
Request and manage documentation
Advisors can upload documents, classify them, and request additional information from clients.
Available categories
- Invoices.
- Rent drafts.
- Other documents.
It's also possible:
- Rename files.
- Add comments.
- Request additional documentation.
- Change categories.
Send drafts and statements
When a statement is prepared, you can:
- Share drafts.
- Mark the rent as filed.
- Report if the result is:
- To pay.
- To return.
- Zero result.
Every change automatically generates a notification to the contributor.
Bulk sending of documentation
Bilky allows you to upload multiple documents simultaneously and automatically assign them to each contributor.
For this to happen, the documents must contain valid identifying information that allows for automatic association.
Tickets and communications
The Rent module incorporates the same communication tools available in the Advisor Portal.
Tickets
They allow for one-on-one conversations with taxpayers.
Once the query is resolved, the ticket can be closed.
Communications
Allow sending bulk messages to:
- All taxpayers.
- Specific groups.
- Connected users.
- Users offline.
Additionally, it is possible to attach:
- Images.
- Videos.
- PDF documents.
Advanced configuration
From the administration area you will be able to:
- Create groups.
- Configure People CRM.
- Create CRM processes.
- Set up alerts.
- Customize forms.
- Automate information requests.
Taxpayer portal
The end-user experience is very simple.
From its portal, you will be able to:
- Check your rent status.
- Upload documentation.
- Review drafts.
- Access communications.
- Manage tickets.
Everything from a single connected environment with advisory services.
Do you need help?
If you have any questions about the Renta module setup or about managing campaigns from Bilky, contact the support team and we will help you get started.