A gestoría (Spanish tax and accounting firm) asks one or many clients for what it needs for the quarterly close, the income tax return or onboarding. Each client gets an email with the firm's branding and a link to their portal, uploads each document in the right place, and reminders go out by themselves until nothing is missing.
Your client needs no account and no password. They open the link to their portal, see what is missing and by when, upload it and write to you from the same place.
"Request documents" is on the client's page, on every row of the portfolio and in bulk: you pick the clients and the same request goes out to all of them.
"Quarterly close", "Income tax return" or "Client onboarding" fill in the title, the deadline and the documents. You can also write them yourself, by type: invoices, bank statement, payslips, form from another authority and other. With period, due date and person in charge.
It carries the list of what is missing and a link to the client's portal, with the firm's logo and colour, and its white-label branding if it has one. In a large batch, the first 20 emails go out at once and the rest within the next few minutes.
In their portal, the client sees the list and uploads one file per document, from the browser on a phone or a computer. What they upload lands in the firm's inbox.
By default, the reminder goes out 3 days before the due date, on the due date and 3, 7 and 14 days after it, and only asks for what is missing. When everything is in, the request closes by itself.
They fill in the request with one click. Before sending it you can remove documents, add others and change the date.
| Template | Default deadline | What it asks for |
|---|---|---|
| Quarterly close | 10 days |
|
| Income tax return | 21 days |
|
| Client onboarding | 7 days |
|
A document counts as delivered when an upload arrives for it, not because anything was uploaded to the portal. If it reached you some other way, you mark it "Already have it"; if it does not apply this quarter, "Not needed".
If you reject what was uploaded, that document goes back to its list as pending, the request reopens and the next reminder asks for it again.
Not with the request closed, paused or with nothing pending. Each request has a cap on reminders: 5 by default, up to 10. You can pause the reminders of one request, remind by hand or change the days for the whole firm.
A client's bank charges that have no invoice become documents of an automatic request. They are searched every week, and each one is marked delivered when the charge is supported.
The same link serves for everything. The portal shows only that client's company and nothing of the rest of the portfolio.
What you are asked for Each open request, with its due date and the status of every document: pending, delivered or not needed. Below, the earlier requests. 
Messages The thread with the firm, the same one the firm sees on the client's page. Each message takes up to five attachments. 
Upload others What nobody has asked for yet. PDF or image (JPG, PNG, WEBP or HEIC) of up to 20 MB per file. 
Filed The tax forms the firm has filed for that company, with the filing date. 
The firm and the client talk in one thread that lives on the client's page and in their portal. What the client attaches lands in the firm's inbox, and on the client's page you can mention a colleague who handles that client.
Each new message alerts the other side by email. The alert to the client goes out with the firm's branding.
You create the client's company from the firm, one by one or by importing the portfolio. Each keeps its own organisation and you can invite its owner afterwards.
See client onboarding →If the client already has their own account and invited you, you ask to manage them in your portfolio. They accept or reject from their panel, and the request expires after 14 days. If they accept, the firm gets the access they had already given you, never as owner or administrator.
In their settings they see which gestoría manages them and with what access, and revoke it in one click, without asking anyone's permission.
How your client invites you →What a firm asks before sending its first request.
No. They open the link to their portal, with no username or password: they see what you ask for, upload the documents, write to you and check the filed tax forms. If they also want to sign in to Cofactu, the firm can invite them to their company.
You reject it from the inbox. That document goes back to its list as pending, the request reopens and the next reminder asks for it again.
Yes. By default they go out 3 days before the due date, on the due date and 3, 7 and 14 days after it, with a cap of 5 per request. The firm chooses the days (from 30 days before to 60 days after), raises the cap up to 10 or pauses them all; and on each request you can pause them or send one by hand. Two emails never go out on the same day.
Yes. From the portfolio you choose the clients, the template and the date, and the request goes out to all of them. The first 20 emails are sent at once and the rest within the next few minutes; each client sees only their own.
Whoever has access to that client. If the firm splits the portfolio by person, each one sees only theirs, and a mention only alerts colleagues who can see that client.
No. The client page and the portal refresh by themselves every so often and the other side gets an email alert, at most one every 10 minutes per conversation, so that a quick exchange does not turn into a burst of emails.
Yes, if they gave you access. You ask to manage them and they accept or reject from their own panel; the request expires after 14 days. If they accept, the firm gets the same access you already had, never as owner or administrator, and they can revoke it whenever they want.
We use our own cookies, Google's (which ads bring sign-ups) and PostHog's (how the site is used). If you decline, the site works exactly the same. Learn more .
Navegar en tu idioma siempre es mejor. Cámbiate para disfrutar de una experiencia 100% adaptada.
