Consultant Portal - Bilky

Everything your consultancy needs in one portal.

Consultant portal

Advantages of using the consultant portal

Intuitive software for consultancies to manage and control workflow and documents for all their clients in an easy and automatic way.

Bilky's consultant portal allows you to automatically send and assign payslips and other documents to your clients.

Documents portal with automatic assignation

1

Any document and format

Upload your clients' payslips, forms and other documents without storage limit.

2

Automatic assignation

Bilky's technology assigns all documents to each client in a few seconds.

3

Share and receive in the most secure way.

All documents are distributed in a certified way to each client's portal.

Internal messaging

Use Tickets and Communications to actively notify your clients and leave tracking message.

Direct communication

Effective Information more thansight

Share news

Time management

With Bilky, you can communicate in a direct and certified way with the Tickets and Communication feature.
Customize your portal with your branding: add logos, images and colors. You can customize your emails as well.

Your
corporate style

Configure your portal and your clients' with your unique corporate branding.

Personal direct access

Add logos, colors and designs to your portal according to your corporate branding.

Customized emails

Modify and customize the style and text of the automatic emails for your clients.

With the consultant portal, you can share the quarter management with your clients. Digitalize invoices and automatize the accounting.
New

Quarterly management of invoices

Centralize and manage all your clients' invoices in one single platform.

1

Shared quarters

Manage and receive invoices from each client in one single portal.

2

Unlimited scanning

Scan invoices automatically and without storage limit.

3

Customized export

Compatible with all accounting software.

Consultancies that already enjoy their Consultant Portal

More than 150,000 consultants, businesses and employees work daily at their portals.

Flat fare with no-obligation

With the Consultant Plan, offer your clients their own business and employee portals free of charge.


Consultant plan
29,99 / Month

+ VAT

Up to 50 clients

Complete documents portal

Employee portal to all your clients

Internal messaging for all portals

Unlimited backup for all portals

Register

Consultant premium plan

59,99 / Month

+ VAT

Up to 250 clients

All features of the Basic Plan

Custom-made portal

Custom direct access

Configuration of access roles

Personalized customer service

Register

Request a free demo and without obligation

Do you have any questions? Request a demo and our team will be happy to help you.