Portalmas

Client information exchange for professional firms

Portalmas is a software platform developed by CAISOFT for information exchange between an advisor or professional firm and its clients. Access requires the advisor's or firm's Spanish tax ID number (NIF), a username, and a password, indicating that the platform is intended for professional accounting and business advisory firms.

How it works

The website displays a login form requesting the advisor's or firm's NIF, a username, and a password. It also includes a password recovery link. The platform is identified in the site's footer as a CAISOFT product. CAISOFT also offers cloud accounting solutions, as indicated by the phrase “caiconta web, your accounting in the cloud.”