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C-Lab offers a unique functionality in the market: a Client Portal.
The Client Portal encompasses crucial tools to make the accountant’s work a smoother transition to Accounting 4.0 for their client and has two main functions:
The access of the Cabinet clients to the Portal is an option that can be used at no additional cost.
In the documents section, the Accountant and/or clients of the Office will be able to upload documents in digital format as well as check their status. The Portal also allows clients to add relevant information to the process or document so that the Accountant has all the details regarding the information being classified at any given moment.
The Digital Archive complies with the legal requirements of Decree-Law 28/2019 and allows real-time access, consultation, analysis, and downloading of all tax-relevant documents. The search and consultation of these documents are carried out through different filters available on the Portal, and it is also possible to download the digital archive and access the index file according to legal requirements.
The Banking section on the Portal provides access to an analysis of the bank summary, bank transactions, or bank statements. It allows for efficient and quick analysis of the bank summary for each year, including different balances, inflows, outflows, as well as the variation from one month to the next in both euros and percentage.
