How to start activity at Asser Advisors

How to start activity at Asser Advisors

If you were reading this is that you are one of our new customers. First of all, let me welcome you. I hope that we will be able to meet all your expectations.

Once we have received your data, if you have requested it, we will be discharging in Finance and Social Security. In any case you would have received your access details for this portal and for our accounting application."Holded" depending on your subscription and needs. As soon as you can access, you may check whether your data is correct and whether any changes are needed.

On this portal you could send us your queries in the form of "tickets" from the + located on the portal menu, or you could review your queries in "My Area". You can send and e-mail to clientes@asserasesores.com but we recommend that you do so through the portal or use the search engine at the top of the portal in case your query already has an answer in our knowledge base or in a previous consultation. You could also search for drafts or documents that we send you through this system from the search engine and find the query in which we have sent it to you.

As regardsHolded, the operation is very simple. In "sales/invoices" you may review the sales you have been making or issuing your own invoices in a professional format that conforms to the billing Regulation. You would not need a billing program because you already have it. Expenditure/Expenditure" or "Expenditure/Inbox" you would store the expenses you send us or register depending on your fee. We remind you that the best way to send us tickets is by photo through the Holded Mobile App. In this link you can access Holded's help where they explain the first steps to get to work with Holded. It's very simple.