Customer area
Do you want to check the tax forms paid last quarter? Do you want to check your income statement from last year? Did you forget to provide some invoices for your accounting?
Keeping a shared folder with your advisor in real time is possible thanks to our Extranet.
With this tool, our clients have the possibility to access documentation and information about their company, generated by Confía, wherever they are, from any device with internet access.
All of this, combined with the ability to request documents or consult your advisor without having to go to our offices, in a quick, simple, and secure way, makes it possible for the Client-Advisor connection to be of the highest possible quality, as well as comfortable and reliable.
You don’t need to go to our office for that; simply logging in with your Username and Password from any device will allow you to send us or get all the necessary information.
