{"id":2406,"date":"2025-03-25T08:49:26","date_gmt":"2025-03-25T07:49:26","guid":{"rendered":"https:\/\/bilky.es\/centro_de_ayuda\/portal-asesor-presentacion\/"},"modified":"2026-06-19T13:57:41","modified_gmt":"2026-06-19T11:57:41","slug":"portal-advisor-presentation","status":"publish","type":"centro_de_ayuda","link":"https:\/\/bilky.es\/en\/centro-de-ayuda\/portal-asesor-presentacion\/","title":{"rendered":"Bilky Advisor Portal: Introduction and Features"},"content":{"rendered":"<h2>Introduction<\/h2>\n<p>Portal Asesor is your firm's operations center within Bilky. From a single location, you can manage clients, access shared documentation, monitor processes, track pending tasks, and maintain smoother communication with companies and employees. All of this with a centralized view that allows you to save time and improve the daily organization of your consultancy.<\/p>\n<h2 data-section-id=\"y2i87u\" data-start=\"2069\" data-end=\"2097\">What will you find in the Advisor Portal?<\/h2>\n<p data-start=\"951\" data-end=\"1128\">The Advisor Portal has been designed so you can quickly access all relevant client information without needing to switch between applications or tools.<\/p>\n<p data-start=\"1133\" data-end=\"1354\">From this environment, you can consult documentation, manage users, review communications, access specific functionalities for each contracted module, and maintain greater control over your firm's activity.<\/p>\n<h2 data-section-id=\"16hgu3s\" data-start=\"2264\" data-end=\"2309\">Who is the Advisor Portal intended for?<\/h2>\n<ul data-start=\"2311\" data-end=\"2408\">\n<li data-section-id=\"18pf7vk\" data-start=\"2311\" data-end=\"2323\">Consulting.<\/li>\n<li data-section-id=\"1jcyth8\" data-start=\"2324\" data-end=\"2350\">Professional shipments.<\/li>\n<li data-section-id=\"1q8snxg\" data-start=\"2351\" data-end=\"2372\">Tax advice.<\/li>\n<li data-section-id=\"sqz4i1\" data-start=\"2373\" data-end=\"2395\">Labor consulting.<\/li>\n<li data-section-id=\"2q2yu9\" data-start=\"2396\" data-end=\"2408\">Administrative agencies.<\/li>\n<\/ul>\n<h2 data-section-id=\"1t7ltno\" data-start=\"2133\" data-end=\"2181\">A global view of all your clients<\/h2>\n<p data-start=\"2183\" data-end=\"2262\">Bilky allows you to centralize the management of multiple companies from a single access point. This way, you can consult information, documentation, and processes without wasting time searching for data on different platforms.<\/p>\n<h2 data-section-id=\"171jxlu\" data-start=\"1628\" data-end=\"1666\">More control and less manual tasks<\/h2>\n<p>Thanks to process automation and information centralization, the Advisor Portal helps reduce repetitive tasks and simplifies the daily work of consultancies, administrative agencies, and professional firms.<\/p>\n\n\n<section class=\"mwm-section-07 mwm-section-07--left mwm-section-07--background-transparent\">\n\t<div class=\"mwm-section-07__wrapper\">\n\t\t\n\t\t<div class=\"mwm-section-07__content\">\n\t\t\t\t\t\t\t<h2 class=\"mwm-section-07__title is-style-h-100\">\n\t\t\t\t\t<span class=\"mwm-section-07__title-line\">Frequently Asked Questions<\/span> <span class=\"mwm-section-07__title-line\">About the Advisor Portal.<\/span>\t\t\t\t<\/h2>\n\t\t\t\n\t\t\t\n\t\t\t\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/section>\n\n\n\n<section class=\"mwm-section-19\" id=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe\">\n\t<div class=\"mwm-section-19__wrapper\">\n\t\t<div class=\"mwm-section-19__accordions\">\n\t\t\t\t\t\t\t<div class=\"mwm-section-19__accordion\">\n\t\t\t\t\t<h3 class=\"mwm-section-19__accordion-heading\">\n\t\t\t\t\t\t<button\n\t\t\t\t\t\t\ttype=\"button\"\n\t\t\t\t\t\t\tclass=\"mwm-section-19__accordion-trigger\"\n\t\t\t\t\t\t\tid=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-heading-0\"\n\t\t\t\t\t\t\taria-expanded=\"false\"\n\t\t\t\t\t\t\taria-controls=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-panel-0\"\n\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-title is-style-h-500\">\n\t\t\t\t\t\t\t\tWhat is the Bilky Advisor Portal?\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon-plus\"><i class=\"fa-solid fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon-minus\"><i class=\"fa-solid fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/button>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\t<div\n\t\t\t\t\t\tclass=\"mwm-section-19__accordion-panel\"\n\t\t\t\t\t\tid=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-panel-0\"\n\t\t\t\t\t\trole=\"region\"\n\t\t\t\t\t\taria-labelledby=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-heading-0\"\n\t\t\t\t\t\taria-hidden=\"true\"\n\t\t\t\t\t>\n\t\t\t\t\t\t<div class=\"mwm-section-19__accordion-panel-inner\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content\">\n\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content-inner is-style-b-200\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content-text\">\n\t\t\t\t\t\t\t\t\t\t\t<p>It is the environment from which consulting firms and professional offices manage their clients' information and processes within Bilky.<\/p>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"mwm-section-19__accordion\">\n\t\t\t\t\t<h3 class=\"mwm-section-19__accordion-heading\">\n\t\t\t\t\t\t<button\n\t\t\t\t\t\t\ttype=\"button\"\n\t\t\t\t\t\t\tclass=\"mwm-section-19__accordion-trigger\"\n\t\t\t\t\t\t\tid=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-heading-1\"\n\t\t\t\t\t\t\taria-expanded=\"false\"\n\t\t\t\t\t\t\taria-controls=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-panel-1\"\n\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-title is-style-h-500\">\n\t\t\t\t\t\t\t\tWho can access the Advisor Portal?\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon-plus\"><i class=\"fa-solid fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon-minus\"><i class=\"fa-solid fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/button>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\t<div\n\t\t\t\t\t\tclass=\"mwm-section-19__accordion-panel\"\n\t\t\t\t\t\tid=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-panel-1\"\n\t\t\t\t\t\trole=\"region\"\n\t\t\t\t\t\taria-labelledby=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-heading-1\"\n\t\t\t\t\t\taria-hidden=\"true\"\n\t\t\t\t\t>\n\t\t\t\t\t\t<div class=\"mwm-section-19__accordion-panel-inner\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content\">\n\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content-inner is-style-b-200\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content-text\">\n\t\t\t\t\t\t\t\t\t\t\t<p>Authorized users by the advisory or professional firm.<\/p>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"mwm-section-19__accordion\">\n\t\t\t\t\t<h3 class=\"mwm-section-19__accordion-heading\">\n\t\t\t\t\t\t<button\n\t\t\t\t\t\t\ttype=\"button\"\n\t\t\t\t\t\t\tclass=\"mwm-section-19__accordion-trigger\"\n\t\t\t\t\t\t\tid=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-heading-2\"\n\t\t\t\t\t\t\taria-expanded=\"false\"\n\t\t\t\t\t\t\taria-controls=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-panel-2\"\n\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-title is-style-h-500\">\n\t\t\t\t\t\t\t\tCan I manage multiple companies from the Advisor Portal?\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon-plus\"><i class=\"fa-solid fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon-minus\"><i class=\"fa-solid fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/button>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\t<div\n\t\t\t\t\t\tclass=\"mwm-section-19__accordion-panel\"\n\t\t\t\t\t\tid=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-panel-2\"\n\t\t\t\t\t\trole=\"region\"\n\t\t\t\t\t\taria-labelledby=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-heading-2\"\n\t\t\t\t\t\taria-hidden=\"true\"\n\t\t\t\t\t>\n\t\t\t\t\t\t<div class=\"mwm-section-19__accordion-panel-inner\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content\">\n\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content-inner is-style-b-200\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content-text\">\n\t\t\t\t\t\t\t\t\t\t\t<p>Yes. Bilky allows for centralized management of multiple clients from a single platform.<\/p>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"mwm-section-19__accordion\">\n\t\t\t\t\t<h3 class=\"mwm-section-19__accordion-heading\">\n\t\t\t\t\t\t<button\n\t\t\t\t\t\t\ttype=\"button\"\n\t\t\t\t\t\t\tclass=\"mwm-section-19__accordion-trigger\"\n\t\t\t\t\t\t\tid=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-heading-3\"\n\t\t\t\t\t\t\taria-expanded=\"false\"\n\t\t\t\t\t\t\taria-controls=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-panel-3\"\n\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-title is-style-h-500\">\n\t\t\t\t\t\t\t\tDo I need to install any programs?\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon-plus\"><i class=\"fa-solid fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon-minus\"><i class=\"fa-solid fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/button>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\t<div\n\t\t\t\t\t\tclass=\"mwm-section-19__accordion-panel\"\n\t\t\t\t\t\tid=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-panel-3\"\n\t\t\t\t\t\trole=\"region\"\n\t\t\t\t\t\taria-labelledby=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-heading-3\"\n\t\t\t\t\t\taria-hidden=\"true\"\n\t\t\t\t\t>\n\t\t\t\t\t\t<div class=\"mwm-section-19__accordion-panel-inner\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content\">\n\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content-inner is-style-b-200\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content-text\">\n\t\t\t\t\t\t\t\t\t\t\t<p>No, you can access it directly from your browser.<\/p>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"mwm-section-19__accordion\">\n\t\t\t\t\t<h3 class=\"mwm-section-19__accordion-heading\">\n\t\t\t\t\t\t<button\n\t\t\t\t\t\t\ttype=\"button\"\n\t\t\t\t\t\t\tclass=\"mwm-section-19__accordion-trigger\"\n\t\t\t\t\t\t\tid=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-heading-4\"\n\t\t\t\t\t\t\taria-expanded=\"false\"\n\t\t\t\t\t\t\taria-controls=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-panel-4\"\n\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-title is-style-h-500\">\n\t\t\t\t\t\t\t\tWhat advantages does the Advisor Portal offer?\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon-plus\"><i class=\"fa-solid fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"mwm-section-19__accordion-icon-minus\"><i class=\"fa-solid fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/button>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\t<div\n\t\t\t\t\t\tclass=\"mwm-section-19__accordion-panel\"\n\t\t\t\t\t\tid=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-panel-4\"\n\t\t\t\t\t\trole=\"region\"\n\t\t\t\t\t\taria-labelledby=\"mwm-section-19-block_0277fe877db1f3bd1c2e07fa7dbd4afe-heading-4\"\n\t\t\t\t\t\taria-hidden=\"true\"\n\t\t\t\t\t>\n\t\t\t\t\t\t<div class=\"mwm-section-19__accordion-panel-inner\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content\">\n\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content-inner is-style-b-200\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"mwm-section-19__content-text\">\n\t\t\t\t\t\t\t\t\t\t\t<p>Better organization, centralized access to information, task automation, and improved communication with clients and employees.<\/p>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/section>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>Discover Bilky's Advisor Portal and learn how to centralize customer management, documentation, and processes in a single tool.<\/p>","protected":false},"featured_media":7154,"template":"","category_centro_de_ayuda":[288,239],"tag_centro_de_ayuda":[],"class_list":["post-2406","centro_de_ayuda","type-centro_de_ayuda","status-publish","has-post-thumbnail","hentry","category_centro_de_ayuda-primeros-pasos","category_centro_de_ayuda-asesor"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Bilky | Portal Asesor: presentaci\u00f3n y uso<\/title>\n<meta name=\"description\" content=\"Descubre qu\u00e9 es el Portal Asesor de Bilky, sus principales funcionalidades y c\u00f3mo gestionar tu despacho desde una \u00fanica plataforma.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bilky.es\/en\/help-center\/portal-advisor-presentation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Bilky | Todo lo que puedes hacer con el Portal Asesor\" \/>\n<meta property=\"og:description\" content=\"Descubre las funcionalidades del Portal Asesor de Bilky y c\u00f3mo optimizar la gesti\u00f3n diaria de tu despacho profesional.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/bilky.es\/en\/help-center\/portal-advisor-presentation\/\" \/>\n<meta property=\"og:site_name\" content=\"Bilky\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-19T11:57:41+00:00\" 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