Advisory Digital services
Grupo Asegi implements the digital part of administrative management: invoicing software adapted to TicketBAI and, in Bizkaia, to the Libro Registro de Operaciones Económicas of Batuz, digitisation of incoming invoices, document manager, electronic signature, digital certificate without travelling, and client and employee portals.
What's included
- Invoicing software adapted to TicketBAI, with a QR code and TBAI identifier on every invoice issued
- Digitisation of incoming invoices, with no paper filing
- Document manager with the company's documentation shared in real time with its advisers
- Electronic signature of contracts and documents, and issue of the digital certificate online
- Client portal and employee portal, with the payslip and time recording accessible from the phone
- Dashboards with the development of the business, hosted in the cloud and compliant with the GDPR
Digitalising an advisory practice is not about sending the same papers by email. It is about each invoice entering only once, being classified, feeding the accounts, meeting the invoicing obligation that applies in your territory and still being available months later from your phone.
Invoicing adapted to TicketBAI
In Bizkaia, Gipuzkoa and Araba every invoice issued must be signed and sent to the Foral Tax Authority and must carry a QR code and a TBAI identifier. We implement and configure the invoicing software, first checking that it is recognised as guarantor software by the competent Foral Tax Authority and, in Bizkaia, that it also covers the Libro Registro de Operaciones Económicas required by Batuz.
Incoming invoices and document manager
Supplier invoices are digitised as they arrive and are kept in the document manager, shared in real time with your advisers. The company’s documentation stops living scattered across local folders and email chains: it is in a single place and can be consulted from any device.
Electronic signature and digital certificate
Contracts and documents are signed electronically, with no printing or scanning. And we obtain the company’s digital certificate and signature online, with no trips to government offices.
Client and employee portals
The client portal gives permanent access to the company’s tax, accounting and employment information. The employee portal brings the payslip and time recording to each worker’s phone, and staff registrations are reported from the application the moment they happen.
The data, in dashboards
The same systems that record day-to-day operations generate the management information: dashboards with the development of the business, ready to consult without having to ask for them. All of it hosted in the cloud and compliant with the GDPR.
If your company is taxed in Navarra
Navarra does not apply TicketBAI. It has its own system, NaTicket, set within its Plan to Combat Tax Fraud and still without a firm date on which it becomes mandatory. The rest of the circuit — digitisation, document manager, electronic signature and portals — works in the same way, and the invoicing is left ready for the change when the timetable is confirmed.
Frequently asked questions
- Will any invoicing program do for TicketBAI?
- No. To issue invoices with TicketBAI the program must be recognised as guarantor software by the corresponding Foral Tax Authority and, in Bizkaia, must also cover the Libro Registro de Operaciones Económicas required by Batuz. That is the first thing checked before anything is implemented.
- What is the difference between TicketBAI and Verifactu?
- TicketBAI applies to those taxed in Bizkaia, Gipuzkoa or Araba; Verifactu applies to those taxed in common territory before the AEAT. They are not interchangeable and the software certification requirements are different in each case.
- And if the company is taxed in Navarra?
- Navarra does not apply TicketBAI: it is developing its own system, NaTicket, within its Plan to Combat Tax Fraud and still without a firm date on which it becomes mandatory. The rest of the digital circuit works in the same way from day one.
- Where is the documentation stored?
- In the cloud, with permanent access from the client portal and compliant with the GDPR, so that the same documentation is available to the company and to its advisers without being duplicated.