The portal that turns your advisory firm into a precision machine. Tax summary per client, multi-client dashboard, AEAT fiscal calendar and automatic invoice validation. All in real time.
Every quarter it repeats: chasing documentation, reconciling data in different formats, manually spotting errors and racing against AEAT deadlines.
WhatsApp messages, calls, emails... Every quarter you have to chase invoices, receipts and expenses from each client. Hours of admin work you can't bill for.
Numbering gaps, inconsistent VAT, figures that don't add up... You find them when preparing the tax return, when time is short and there's no margin for error.
You receive PDFs, receipt photos and Excel files. Nothing integrates with A3, Sage or ContaPlus. You end up transcribing data by hand between systems.
Every feature is designed to solve a real problem in your day-to-day as a tax advisor. These aren't extras — they're the core of your workflow.
Output/input VAT, income tax and taxable bases by quarter. Breakdown by tax rate (21%, 10%, 4%) with automatic anomaly detection. Your real working tool.
See at a glance who has the quarter closed and who doesn't. During tax filing periods, this screen is where you'll live. 50 clients, one single view.
AEAT deadlines preloaded with automatic reminders at 15, 7 and 1 day. Track progress per client and turn the portal into your daily command center.
Catches errors before they reach the tax return: numbering gaps, arithmetic mismatches, inconsistent VAT. Save hours of manual review every quarter.
Close the loop: export data in CSV, Excel and native formats for your accounting software. No manual transcription, no copy-paste, no import errors.
Centralize the communication you currently do by email and WhatsApp. Per-client message history and mass broadcasts for tax deadline alerts. No more 50 individual emails.
This isn't a PDF viewer. It's your real working tool. For each client you see output and input VAT, income tax withholdings and taxable bases broken down by tax rate. Ready to prepare tax returns.
Tax bases at 21%, 10% and 4% separated automatically. No manual calculations, no risk of mixing amounts between rates.
The system alerts you when it detects inconsistent amounts, incorrect tax rates or discrepancies between bases and calculated VAT.
The tax summary figures match exactly what you need for Forms 303, 130 and 111. Copy and file.
The multi-client dashboard shows you the fiscal status of your entire portfolio at a glance. During tax filing periods (April, July, October, January), this is where you'll live. Combined with the AEAT fiscal calendar, you know exactly what to file, for whom and when it's due.
From July 2027, all freelancers and businesses will need certified e-invoicing. With Puntoal, coordinating your entire client portfolio is automatic — everyone is compliant from day one.
Everything included: unlimited clients, all 6 key features, export to your accounting software and priority support.
First month free
Professional fiscal command center
No commitment · VAT included · Cancel anytime · Price locked forever
What other advisory firms ask us before getting started
Yes. The tax summary breaks down output/input VAT and income tax withholdings with the same fields you need for Forms 303, 130 and 111. Data is calculated automatically from each client's invoices.
Yes. Puntoal exports in CSV, Excel and native formats compatible with the leading accounting software in the Spanish market. You can integrate the data into your workflow without transcribing anything manually.
There's no limit. The multi-client dashboard is designed for firms with 5, 50 or 500 clients. The view adapts with filters, search and fiscal status grouping so you're always in control.
Yes, tax filing deadlines are updated automatically each fiscal year. You'll receive reminders at 15, 7 and 1 day before the due date, and you can track each client's progress directly from the calendar.
It detects numbering gaps in invoice series, arithmetic mismatches (base × rate ≠ tax amount), VAT inconsistent with the operation type, and discrepancies between issued and received invoices. All before it reaches the tax return.
Yes, each client subscribes to their own plan (Freelancers from €15/month or SMEs from €25/month). Since everyone uses Puntoal, synchronization with your advisory portal is automatic and in real time. You only need the Advisory Firms plan at €49/month.
First month free. No credit card. No commitment. Tax summary, dashboard, AEAT calendar and automatic validation from day one.