Portal Asesor - Factuconnect Module
Factuconnect is the tool that advisors need to offer their clients in order to receive, control, and manage...
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Portal Asesor - CRM - Your personalized alerts
Manage your firm's schedule better and keep track of deadlines, expirations, etc. thanks to your CRM's personalized alerts. Keep track of deadlines,...
Advisor Portal - CRM tailored to your needs
The Asesor portal includes the ability to create a CRM fully adapted to the consultancy's needs, which you can customize and...
Connector Module (7/7) - Control and statistics
Control and Statistics (2.30 min) Discover how documents are automatically classified and where to find them, even how to handle a request in seconds....
Connector Module (6/7) - Export to the accounting software
Export to your accounting software (2 min.) Learn how to export all generated entries, including those from invoices, bank, and cash,...
Connector Module (5/7) - Banking and cash management
Bank and Cash Management (2 min.) Learn how to reconcile your clients' bank and cash transactions through...
Connector Module (4/7) - Invoice management and confirmation
Invoice Management and Confirmation (5 min.) Learn how to manage quarters or where to control and confirm invoices. Discover how easy it is...
Connector Module (3/7) - Importing customers and suppliers
Importing Customers and Suppliers (3 min.) Learn how to import, manage, or export your business customers and suppliers. Set up...
Connector Module (2/7) - Importation of the Chart of Accounts
Chart of Accounts Import (3 min.) Learn how to import, manage, or export your client's chart of accounts from your accounting software...
Connector Module (1/7) - General configuration and parameters
General Configuration and Parameters (3 min.) Learn how to configure your connector module to make it compatible with your accounting software, and where to define...
Portal Asesor - Connector Module Presentation
Brief introduction to the Connector Module (2 min.) Discover how easy it is to work more efficiently by minimizing manual processes in your...
Portal Asesor - Rental Module
Brief presentation of the Income Tax Module (9 min.). Demonstration of all the advantages this module offers for the Income Tax Campaign....