Become aPortal.PR Partner
A cloud bookkeeping + compliance workspace pre-configured for Act 60 exempt businesses — built to help you run cleaner books, hit deadlines, and manage every client from one dashboard.
- Act 60-ready workflows (DDEC annual report + decree fee tracking, municipal reminders)
- One partner console to manage all client workspaces (no spreadsheet chaos)
- AI-assisted categorization + review cues to speed up month-end close
Built for Act 60 operators • Designed with CPAs • Puerto Rico-first compliance mindset
PARTNERSHIP OPTIONS
Two ways to partner with Portal.PR
Bring your clients
Move your existing Act 60 clients onto Portal.PR. Keep the client relationship. You get a standardized Act 60 operating system for bookkeeping + compliance tracking, so your team spends less time hunting documents and more time advising.
- Wholesale pricing for your firm
- Bulk client migration support
- Custom template configuration
Receive referrals
Get matched with Portal.PR customers who want ongoing bookkeeping and tax support. You choose your capacity, industries, and minimum engagement. We send qualified Act 60 operators who need professional help.
- Qualified lead introductions
- You set your own capacity
- Optional referral credit program
THE PLATFORM
Think "QuickBooks, but purpose-built for Act 60"
Portal.PR is an Act 60-configured bookkeeping system with compliance-first workflows. Instead of retrofitting generic accounting software, we bake in the reality of operating under Act 60: recurring obligations, documentation hygiene, and audit-ready organization.
Act 60 compliance hub
Tasks, deadlines, decree fee tracking, annual report checklist
PR entity hygiene
Annual report reminders, "good standing" checklist (Dept. of State)
Municipal ops
Patente municipal renewal + volume of business declaration reminders
Client document vault
Decree docs, invoices, receipts, bank statements, filings (structured)
AI-assisted bookkeeping
Categorization suggestions + anomaly flags + "needs review" queue
PARTNER BENEFITS
Why CPAs choose Portal.PR
Standardize your firm's Act 60 delivery
- Same chart-of-accounts templates
- Same monthly close checklist
- Same client data request flow
Close faster
- Transaction triage queue
- Recurring rules
- "Missing data" detection before month-end
Reduce compliance risk
- Deadline tracker + evidence checklist
- What was filed, when, and where
- Audit-ready documentation
Portal.PR is software, not a law firm or CPA. Your firm retains professional judgment.
PARTNER CONSOLE
Manage every client from one place
The partner console gives you a unified view of all your Act 60 clients. Track progress, manage deadlines, and coordinate your team efficiently.
- 1Client list + health status — Green/yellow/red indicators
- 2Month-end close pipeline — Track progress across clients
- 3Filing tracker — Uploaded evidence, due dates, notes
- 4Staff assignment + approvals — Workflow management
- 5Export package for tax time — Organized deliverables
Client Dashboard
12 Active ClientsCOMPLIANCE WORKFLOWS
Act 60 workflows your clients actually need
Annual decree compliance
DDEC annual report + decree fee tasks, evidence checklist
Entity filings
PR Department of State annual report reminders + filing portal link-out
Municipal obligations
Patente municipal + municipal declarations reminders
Books & records discipline
Consistent bookkeeping + document storage to support examinations/audits
PARTNER TIERS
Choose your partnership level
Custom pricing available based on your firm's needs
Referral Partner
Send qualified leads, earn referral rewards
- Referral tracking + introductions
- Partner resource kit
- Optional referral credit / revenue share (custom)
- Co-marketing opportunities
Firm Partner
Full access for your practice at wholesale pricing
- Discounted client workspaces (volume-based)
- Multi-client partner console
- Onboarding + template setup
- Priority support
- Staff training included
Enterprise / White-label
Custom deployment for larger organizations
- Custom workflows + API access
- Dedicated success manager
- Firm-branded client portal
- Custom integrations
- SLA guarantees
TRUSTED BY CPAS
What partners are saying
"We closed month-end 30% faster after moving our Act 60 clients to Portal.PR."
Managing Partner
San Juan CPA Firm
"Reduced client back-and-forth significantly. Everything is organized in one place."
Senior Accountant
PR Tax Specialists
"Finally, audit-ready document hygiene without the manual work."
Compliance Manager
Act 60 Advisory Group
FAQ
Common questions from CPAs
GET STARTED
Become a Portal.PR Partner
Tell us about your firm and we'll send partner pricing, onboarding options, and a demo link.