CumpleAI Client Portal — Overview6452c20

Welcome to the CumpleAI Client Portal. This guide will help you understand what the portal is, what you can do with it, and how to navigate its features with confidence.

What Is the CumpleAI Client Portal?6452c20

The CumpleAI Client Portal is your personal window into the work your accounting firm does on your behalf. It is a secure, private website where you can check on your tax compliance status, exchange documents with your accountant, ask questions, review payments, and stay on top of important deadlines — all from one place.

Your accounting firm uses CumpleAI as their internal management platform. The Client Portal is the part of CumpleAI built specifically for you, the client. Think of it as a direct line between you and your accounting team, available 24 hours a day, 7 days a week.

You can access the portal at portal.cumpleai.com or through a custom address provided by your accounting firm.

What You Can Do in the Portal6452c20

The Client Portal gives you the ability to:

• View your compliance status — See which tax obligations have been filed, which are in progress, and which need your attention.
• Upload and download documents — Send your bank statements, invoices, and other files to your accountant. Download documents they have prepared for you.
• Submit support tickets — Ask questions, request documents, or report issues. Your accountant will be notified immediately.
• Check payments — Review your billing history, see what has been paid, and check any outstanding balances.
• See upcoming deadlines — Know exactly when your next tax filing or compliance obligation is due, with color-coded urgency indicators.
• Chat with the AI assistant — Get quick answers about the status of your account, upcoming deadlines, and pending documents. The AI assistant has access to your account information and can provide instant summaries.

Portal Navigation6452c20

The portal uses a sidebar menu on the left side of the screen to help you move between sections. Here are the main areas you will find:

The sidebar menu showing all navigation options

Sidebar Behavior on Mobile

On a mobile phone or small tablet, the sidebar is hidden by default to give you more screen space. You can open it by tapping the menu icon (three horizontal lines) in the top-left corner of the screen. Tap anywhere outside the sidebar or press the X button to close it again.

Header Bar

At the top of every page, you will see a header bar that shows:

• Your company name — displayed on the left side so you always know which account you are viewing.
• Notifications bell — tap this to go to your notification preferences.
• Logout button — tap the door icon on the right to sign out of the portal.

Company Information in the Sidebar

At the bottom of the sidebar, you will see your company's trade name, RFC (tax ID number), and the name of your assigned accountant. This is a quick reference so you always know who is managing your account.

Your Data Is Private6452c20

The CumpleAI Client Portal is built with strict data isolation. This means:

• You only see your own company's data. No other client of your accounting firm can see your documents, tickets, deadlines, or payment information.
• Your accountant can see your data as part of their work managing your account, but other clients cannot.
• The AI assistant only has access to your company's information. When you chat with it, it can only see and reference your own account data.

Your Accounting Firm Manages Your Account6452c20

A few important things to understand about how the portal works:

• Your accounting firm creates your account. You cannot sign up on your own. Your firm will send you an invitation email when your account is ready.
• Your firm assigns an accountant to you. This person is your primary point of contact. Their name appears in the sidebar and on your tickets.
• Your firm controls certain settings. For example, the types of documents they request, the compliance deadlines that appear, and the categories available for tickets are all configured by your accounting firm.
• You control your own preferences. You can choose how you want to be notified (email, WhatsApp, or both), set quiet hours, and adjust your personal settings.

System Requirements6452c20

The CumpleAI Client Portal runs in any modern web browser. There is no software to install. Here is what you need:

• Web browser — Google Chrome, Safari, Microsoft Edge, or Firefox. Use the most recent version for the best experience.
• Internet connection — A standard broadband or mobile data connection is sufficient.
• Screen size — The portal works on any screen size, from desktop monitors to mobile phones. The layout adapts automatically.

You do not need to install any apps, plugins, or extensions. Simply open your web browser and navigate to the portal address.

Who Is This Guide For?6452c20

This guide is written for the clients of Mexican accounting firms that use CumpleAI. That means you are likely:

• A business owner who wants to stay informed about your company's tax compliance.
• A manager or director responsible for ensuring fiscal obligations are met.
• An authorized representative who handles documentation and communication with the accounting firm on behalf of your company.

No accounting or technical knowledge is required. The guide explains each feature in plain language with clear, step-by-step instructions.

How This Guide Is Organized6452c20

This guide is divided into chapters, each covering a specific part of the portal:

Need Help Right Now?6452c20

If you need immediate assistance, here are your options:

Option 1 — Submit a Ticket

The most reliable way to get help. Go to the Tickets section in the portal and create a new ticket. Your accountant will be notified immediately and can respond at their earliest convenience. Every message is tracked and saved.

Option 2 — Use the AI Assistant

For quick status questions, open the Chat IA section. You can ask the AI about your upcoming deadlines, pending documents, open tickets, and more. It responds instantly and has full access to your account data.

Option 3 — Contact Your Accountant Directly

Your assigned accountant's name is shown at the bottom of the sidebar. If your firm has provided their direct contact information, you can reach them by phone, email, or WhatsApp.

Next: Chapter 01 — Getting Started

Getting Started6452c20

This chapter walks you through everything you need to know to start using the CumpleAI Client Portal, from receiving your invitation to completing the onboarding wizard.

Receiving Your Portal Invitation6452c20

Your journey begins when your accounting firm sets up your account. Here is what to expect:

The email will contain:

• A link to the portal login page (typically portal.cumpleai.com or your firm's custom domain).
• Your registered email address.
• Instructions for setting your password or logging in with Google.

What If I Did Not Receive the Email?

If you cannot find the invitation email:

• Check your spam or junk mail folder.
• Search your email for messages from your accounting firm or from CumpleAI.
• Contact your accounting firm and ask them to resend the invitation.

Logging In for the First Time6452c20

Once you have your login credentials, you are ready to access the portal.

Open the Portal Login Page

Navigate to portal.cumpleai.com in your web browser, or use the custom link provided by your accounting firm.

You will see the CumpleAI Portal login screen with the CumpleAI logo and a login form.

The CumpleAI Portal login page

Enter Your Email Address

Type the email address associated with your account into the email field. This is the same email your accounting firm used when they created your account.

Enter Your Password or Use Google Sign-In

Depending on how your accounting firm configured your account, you can either:

• Type your password and click the "Ingresar al portal" button.
• Click "Sign in with Google" if your firm has enabled Google SSO (Single Sign-On). This will redirect you to Google's sign-in page, where you can use your Google account.

Note

If you are logging in for the first time and were not given a password, look for a "Set password" or "Forgot password" link on the login page. Follow the instructions to create your password.

Access the Portal

After successful authentication, you will be taken to the portal dashboard (Inicio). If this is your first login, the onboarding wizard will appear automatically to guide you through the portal features.

Setting Up Your Profile6452c20

Your basic profile information is managed by your accounting firm. They set your company's legal name, trade name, RFC (tax ID), and contact details when they create your account.

However, you can update certain personal preferences:

• Notification preferences — Choose how you want to receive alerts (email, WhatsApp, or both).
• Quiet hours — Set times when you do not want to receive notifications.

To update your preferences, navigate to Preferencias in the sidebar menu. See Chapter 07 — Preferences for detailed instructions.

Information Visible in the Portal

When you are logged in, you will see the following information about your account:

• Company trade name — Shown in the header bar and at the bottom of the sidebar.
• RFC — Displayed at the bottom of the sidebar.
• Assigned accountant — The name of the accountant who manages your account, shown at the bottom of the sidebar.

This information helps you confirm you are viewing the correct account, especially if you are authorized on more than one company.

The Onboarding Wizard6452c20

The first time you log into the portal, an onboarding wizard will appear. This is a step-by-step introduction that walks you through each section of the portal. It helps you understand what each area does and how to use it.

The onboarding wizard with progress indicator and step description

Wizard Steps

The onboarding wizard includes the following steps:

Step 6 (AI Chat) only appears if your accounting firm has enabled the AI assistant feature for their portal. If it is not enabled, the wizard will have 7 steps instead of 8.

Navigating the Wizard

Progress Indicator

The wizard shows your progress in two ways:

• A progress bar at the top of the wizard window that fills up as you advance.
• Step dots below the description that show which step you are on (the current step is highlighted and wider than the others).

Running the Wizard Again

If you want to see the onboarding tour again at any time:

Portal Navigation6452c20

Now that you are logged in, here is how to move around the portal.

The Sidebar

The sidebar is your main navigation tool. It appears on the left side of the screen and contains links to all portal sections:

• Inicio — Your main dashboard with summary cards and recent activity
• Documentos — Upload and view documents
• Tickets — Submit and track support requests
• Vencimientos — View compliance deadlines
• Chat IA — Talk to the AI assistant
• Preferencias — Adjust notification settings

The currently active section is highlighted in the sidebar so you always know where you are.

Mobile Navigation

On smaller screens (phones and small tablets), the sidebar is hidden to save screen space.

The Header Bar

The header bar runs along the top of every page and contains:

Getting Help6452c20

There are several ways to get help when you need it:

Submit a Ticket

The most reliable way to reach your accountant is to create a support ticket. Tickets are tracked, so nothing gets lost. Your accountant receives a notification when you submit a ticket, and you receive a notification when they respond. See Chapter 04 — Tickets for instructions.

Use the AI Assistant

For quick questions about your account status, try the AI assistant in the Chat IA section. You can ask things like:

• "What are my upcoming deadlines?"
• "Which documents am I missing?"
• "Do I have any open tickets?"

The AI can provide instant answers based on your account data.

Contact Your Accountant Directly

Your assigned accountant's name is displayed at the bottom of the sidebar. If your firm has provided their contact details, you may also be able to reach them via:

• WhatsApp (if your firm uses WhatsApp integration)
• Direct email or phone

Check with your accounting firm for their preferred communication methods.

Quick Tips for New Users6452c20

Here are a few tips to help you get the most out of the portal from day one:

Previous: Chapter 00 — Overview | Next: Chapter 02 — My Dashboard

My Dashboard (Inicio)6452c20

Your dashboard is the first thing you see when you log into the CumpleAI Client Portal. It provides a quick summary of everything important — upcoming deadlines, open tickets, and unread notifications — so you can see at a glance what needs your attention.

Welcome Section6452c20

At the top of the dashboard, you will see a welcome message:

Bienvenido a tu portal

Aqui puedes ver un resumen de tu cuenta

This is your home base. Everything on this page is a summary — a snapshot of the most important information from across the portal. You can click on any card or section to jump directly to the full detail.

Quick Stats Cards6452c20

Below the welcome message, you will find three clickable cards arranged in a row. Each card shows a key number about your account:

Three summary cards showing deadlines, tickets, and notifications

Upcoming Deadlines Card

Open Tickets Card

Unread Notifications Card

All three cards are clickable. Tapping or clicking on any card takes you directly to the corresponding section where you can see the full details.

Understanding the Numbers

• Deadlines count shows the total number of compliance deadlines within the next 30 days, regardless of their status. This includes deadlines that your accountant is already working on.
• Open tickets count only counts tickets that are still active — it excludes tickets with the status "Resolved" or "Closed."
• Notifications count shows unread notifications only. Once you read a notification, it will no longer be counted here.

Upcoming Deadlines Section6452c20

Below the stats cards, you will find the "Proximos vencimientos" (Upcoming Deadlines) section. This shows up to 5 of your most important compliance deadlines.

List of upcoming deadlines with status badges and days remaining

What Each Deadline Shows

For each deadline in the list, you will see:

• Title — The name of the compliance obligation (for example, "Declaracion mensual ISR" or "Pago provisional IVA").
• Due date — When the deadline is due, formatted as a date (for example, "17 mar 2026").
• Period — The fiscal period this deadline covers (for example, "2026-02" for February 2026).
• Status badge — A small colored tag showing the current status of this obligation.

Status Badges

Each deadline has a status badge that tells you where things stand:

Days Remaining Indicator

When a deadline is within 3 days of its due date, a special urgency indicator appears next to the status badge:

If you see a deadline marked as "Esperando respuesta" (Waiting on Client), it means your accountant needs something from you to proceed. Check the Deadlines or Documents section to find out what is needed, and respond as soon as possible.

Color Coding for Urgency

The dashboard uses subtle color coding on deadline cards to help you quickly identify urgency:

"Ver todos" Link

In the top-right corner of the deadlines section, you will see a "Ver todos" (View All) link. Click this to go to the full Vencimientos page where you can see all your deadlines, not just the top 5. See Chapter 06 — Deadlines for a complete guide.

If You Have No Deadlines

If there are no upcoming deadlines in the next 30 days, you will see the message:

No hay vencimientos proximos

This means your compliance calendar is clear for the near future. Your accountant may still be working on longer-term obligations, but nothing requires your immediate attention.

Recent Tickets Section6452c20

Below the deadlines section, you will find the "Tickets recientes" (Recent Tickets) section. This shows up to 5 of your most recent support tickets.

List of recent tickets with subject, date, and status badge

What Each Ticket Shows

For each ticket in the list, you will see:

• Subject — The title of the ticket (for example, "Solicitud de estado de cuenta" or "Pregunta sobre declaracion ISR").
• Last updated date — When the ticket was most recently updated, shown as "Actualizado: [date]."
• Status badge — A colored tag showing the current status.

Ticket Status Badges

Clicking on a Ticket

Each ticket in the list is clickable. Tapping or clicking on a ticket takes you directly to the ticket detail page, where you can see the full conversation thread, add replies, and view attachments. See Chapter 04 — Tickets for details.

"Ver todos" Link

Click the "Ver todos" (View All) link in the top-right corner to go to the full Tickets page with all your tickets, filters, and the ability to create new tickets.

If You Have No Tickets

If you have not created any tickets yet, you will see:

No hay tickets recientes

This is perfectly normal if you are just getting started. You can create your first ticket anytime from the Tickets page.

Error Handling6452c20

If the dashboard cannot load your data (for example, due to a temporary network issue), you will see an error message at the top of the page:

No se pudieron cargar los datos del dashboard

If this happens:

Dashboard Best Practices6452c20

Here are some recommendations for getting the most out of your dashboard:

Check It Daily

Make a habit of visiting your dashboard at least once a day, especially during busy tax periods. The quick stats cards give you an instant read on whether anything needs your attention.

Respond to "Waiting on Client" Items Promptly

If you see deadlines or tickets marked as "Waiting on Client" (Esperando respuesta / Esperando tu respuesta), these are items where your accountant is blocked and waiting for you. Responding quickly helps them stay on schedule and meet your filing deadlines.

Use the Cards as Shortcuts

Rather than navigating through the sidebar every time, use the clickable stats cards as quick shortcuts to the sections you visit most often.

Review the Deadlines Section First

When you open the dashboard, glance at the deadlines section first. Deadlines with urgency indicators (showing days remaining) are the items most likely to need your immediate attention.

Previous: Chapter 01 — Getting Started | Next: Chapter 03 — Documents

Documents (Documentos)6452c20

The Documents section is where you manage all the files exchanged between you and your accounting firm. You can upload documents your accountant has requested, download files they have prepared for you, and track the status of every document in your account.

Accessing the Documents Section6452c20

The Documents page showing the upload button, filters, and document list

Understanding the Document List6452c20

The main part of the Documents page is a table (on desktop) or a card list (on mobile) showing all your documents. For each document, you can see:

On Mobile Devices

On smaller screens, each document is displayed as a compact card instead of a table row. The card shows the document title, type, period, date, and status in a vertically stacked layout.

Document Types6452c20

Your accounting firm may request various types of documents. Here are the most common ones:

The document types available may vary depending on how your accounting firm has configured the system. If you are unsure which type to select, choose "Otro" (Other) or ask your accountant.

Document Status Tracking6452c20

Every document in the portal has a status that tells you where it is in the review process. Understanding these statuses helps you know whether you need to take any action.

Status Meanings

Status Workflow

Here is the typical flow a document goes through:

Uploading Documents6452c20

Uploading a document is one of the most common actions you will perform in the portal. Here is how to do it:

Click the Upload Button

At the top of the Documents page, you will see a button labeled "Subir documento" (Upload Document) with an upload arrow icon. Click this button.

The upload button at the top of the Documents page

Select Your File

A file selection dialog will open on your computer or phone. Navigate to the file you want to upload and select it.

Supported file types:

• PDF documents
• XML files (for CFDI invoices)
• Images (PNG, JPG, JPEG)
• Other common document formats

Note

If you are uploading a scanned document, PDF format is preferred. Make sure the scan is clear and legible.

Wait for the Upload to Complete

While the file is uploading, the button text will change to "Subiendo..." (Uploading...) and will be temporarily disabled. Do not navigate away from the page during this process.

Confirm the Upload

Once the upload is complete, you will see a green success message at the top of the page:

Documento "[filename]" registrado correctamente

Your document will now appear in the document list with the status "Subido" (Uploaded). Your accountant will be notified and can begin their review.

What Happens After You Upload

After you upload a document:

Upload Errors

If something goes wrong during the upload, you will see a red error message:

Error al subir el documento

If this happens:

Downloading Documents6452c20

Your accountant may prepare documents for you, such as completed tax returns, compliance certificates, or financial statements. These will appear in your document list and can be downloaded.

To download a document, look for it in your document list and click on it. If a download option is available, you will be able to save the file to your computer or phone.

Filtering Documents6452c20

If you have many documents, you can use the filter controls at the top of the document list to narrow down what you see.

Filter by Type

Filter by Period

Clearing Filters

To remove a filter, simply erase the text from the filter field. The document list will return to showing all documents.

Pagination6452c20

If you have more than 20 documents, the list will be split across multiple pages. At the bottom of the document list, you will see:

• Page indicator — Shows which page you are on and the total number of pages (for example, "Pagina 1 de 3 (52 documentos)").
• Navigation arrows — Click the left arrow to go to the previous page, or the right arrow to go to the next page.

Document Version History6452c20

Each document in the portal has a version number. When you upload a new version of an existing document (for example, a corrected bank statement), the system tracks the version. You can see the version number in the document details.

This is particularly useful when:

• Your accountant rejects a document and you upload a corrected version.
• You need to update a time-sensitive document like an e.Firma certificate.
• You want to confirm which version of a document your accountant is working with.

Expiration Alerts6452c20

Certain documents have expiration dates. The most common examples are:

• e.Firma certificates — These expire and need to be renewed with the SAT.
• Constancia de Situacion Fiscal — These should be updated periodically.
• Powers of attorney — These may have a defined validity period.

When a document nears its expiration date, the portal will flag it with the "Expirado" (Expired) status. You may also receive a notification reminding you to renew the document.

Tips for Managing Documents6452c20

Previous: Chapter 02 — My Dashboard | Next: Chapter 04 — Tickets

Tickets (Mis Tickets)6452c20

Tickets are your primary way to communicate with your accounting firm through the CumpleAI Client Portal. Whether you have a question about your taxes, need to request a document, or want to report an issue, creating a ticket ensures your message is tracked and your accountant is notified immediately.

What Tickets Are For6452c20

You can use tickets for a wide range of purposes:

• Questions — Ask about your tax status, compliance obligations, or any accounting-related topic.
• Document requests — Request that your accountant prepare or send you a specific document.
• Issue reports — Let your accountant know about a problem with a filing, a discrepancy, or an error you have noticed.
• Tax queries — Ask about specific tax rules, deductions, or compliance requirements.
• Billing questions — Inquire about invoices, payment status, or your account balance.
• Onboarding help — Get assistance during your first weeks using the portal.

Accessing the Tickets Section6452c20

The Tickets page showing the status filter and ticket list

Viewing Your Tickets6452c20

The Tickets page displays all your tickets in a list. For each ticket, you can see:

Ticket Priorities

Priority is typically set by your accountant based on the nature of your request. If you believe your issue is urgent, mention this in your ticket description.

Ticket Statuses Explained6452c20

Understanding ticket statuses helps you know what to expect and whether you need to take any action.

Pay special attention to tickets with the status "Esperando tu respuesta" (Waiting on Client). These require your action. Your accountant cannot proceed until you respond.

Filtering Tickets by Status6452c20

At the top of the ticket list, you will find a row of filter buttons that let you view tickets by status:

Creating a New Ticket6452c20

When you need to reach out to your accounting firm, creating a ticket is the best way to do it. Your accountant will be notified immediately when you submit a new ticket.

Ticket Categories

When creating a ticket, you may be asked to select a category. Here are the available categories:

Writing a Good Ticket

Here are some tips for writing tickets that get quick, accurate responses:

Viewing Ticket Details6452c20

Clicking on any ticket in the list opens the full ticket detail page, where you can see the complete conversation and interact with your accountant.

Ticket detail showing header, conversation thread, and reply form

Ticket Header

At the top of the ticket detail page, you will see:

• Subject — The full title of the ticket.
• Status badge — The current status.
• Category — The ticket category.
• Priority — The priority level.
• Assigned accountant — Who is handling the ticket (if assigned).
• Description — The original description you wrote when creating the ticket.
• Created date — When the ticket was first submitted.

Conversation Thread

Below the header, you will find the "Conversacion" (Conversation) section. This is where the full back-and-forth between you and your accountant is displayed.

Each message in the conversation shows:

• Author avatar — A circle with the first letter of the author's name.
• Author name — Who wrote the message.
• Timestamp — When the message was sent (date and time).
• Content — The full text of the message.

Messages are displayed in chronological order (oldest first), so you can read the conversation from top to bottom.

Back Button

At the top of the ticket detail page, you will see a "Volver a tickets" (Back to tickets) link with a left arrow. Click this to return to the main ticket list.

Replying to a Ticket6452c20

If your ticket is still open (not Resolved or Closed), you can add replies to continue the conversation with your accountant.

If You Cannot Reply

If the ticket has been resolved or closed, you will see a message at the bottom of the conversation:

Este ticket esta resuelto/cerrado. No se pueden agregar mas comentarios.

If you need to discuss the same topic further, you can create a new ticket referencing the original one.

Reply Errors

If your reply fails to send, you will see an error message:

No se pudo enviar el comentario

Automatically Created Tickets6452c20

Sometimes your accountant may create tickets on your behalf. This typically happens when:

• Your accountant needs you to upload a specific document.
• There is a compliance issue that requires your attention.
• Your accountant wants to inform you about an important update.

These tickets will appear in your ticket list just like tickets you created yourself. The main difference is that the first message in the conversation will be from your accountant rather than from you.

Pagination6452c20

If you have more than 20 tickets, the list will be split across multiple pages. At the bottom of the list, you will see:

• Page indicator — Shows your current page and total pages (for example, "Pagina 1 de 3 (45 tickets)").
• Navigation arrows — Click the left or right arrows to move between pages.

Tips for Using Tickets Effectively6452c20

Previous: Chapter 03 — Documents | Next: Chapter 05 — Payments

Payments (Pagos)6452c20

The Payments section gives you a clear picture of your billing relationship with your accounting firm. You can see how much has been billed, how much you have paid, your outstanding balance, and the details of each payment period.

Accessing the Payments Section6452c20

The Payments page showing summary cards and payment history table

Payment Summary Cards6452c20

At the top of the Payments page, you will find three summary cards that give you an instant picture of your billing status:

Total Billed Card

Total Paid Card

Outstanding Balance Card

Payment History Table6452c20

Below the summary cards, you will find a detailed table showing your payment history organized by period.

Table Columns

On Mobile Devices

On smaller screens, the table is simplified to show the most essential columns: Period, Amount, and Status. The additional details (Paid amount, Method, Invoice) are hidden to keep the view clean and readable.

Payment Date

When a payment has been recorded, the paid date appears below the period name as "Pagado: [date]." This confirms when your accounting firm received your payment.

Payment Status Meanings6452c20

Each payment period has a status that tells you where things stand:

Overdue payments may affect the services your accounting firm can provide. If you see an overdue status, reach out to your firm promptly to discuss payment arrangements.

Viewing Invoice Details6452c20

If an invoice number is available for a payment period, you will see it in the "Factura" (Invoice) column on the desktop view. The invoice number is displayed as a clickable link with a download icon.

Invoice Information

A typical invoice includes:

If the "Factura" column shows "Sin factura" (No invoice), it means an invoice has not yet been generated for that period. Your accounting firm will provide the invoice when it is ready.

Payment Methods6452c20

The portal shows which payment method was used for completed payments. The available methods may include:

The payment method shown is for your records. Actual payment arrangements are handled between you and your accounting firm outside of the portal. Contact your firm to learn which payment methods they accept and how to submit payment.

Understanding Your Billing6452c20

Here are some common questions about billing in the portal:

How Often Am I Billed?

Your billing frequency depends on your agreement with your accounting firm. Most firms bill monthly, and each billing period covers one calendar month. You will see one row in the payment history table for each billing period.

Why Does My Balance Show a Number?

Your outstanding balance is calculated as:

Total Billed minus Total Paid = Outstanding Balance

If the balance is greater than zero, it means there are periods where the full billed amount has not been paid.

What If I Think There Is an Error?

If you believe there is an error in your billing — for example, an incorrect amount or a payment that was not recorded — create a ticket in the Tickets section with the category "billing." Provide as much detail as possible, including the period in question and any payment receipts you have.

Can I Make Payments Through the Portal?

Currently, the portal displays your payment information for your reference. Actual payments are processed outside the portal through the payment methods your accounting firm accepts. Contact your firm for payment instructions.

Payment History Navigation6452c20

Payments in the table are sorted by period, with the most recent period at the top. This makes it easy to see your latest billing status first.

If You Have No Payments

If your account has no payment records yet, you will see:

No hay registros de pago

Los pagos aparecerian aqui una vez generados

This is normal if your account is new or if your accounting firm has not yet generated any invoices for you.

Tips for Managing Payments6452c20

Previous: Chapter 04 — Tickets | Next: Chapter 06 — Deadlines

Deadlines (Vencimientos)6452c20

The Deadlines section shows you all the compliance obligations your company must meet — tax filings, government submissions, and other fiscal requirements. Your accounting firm manages these deadlines on your behalf, and this section lets you see exactly where things stand.

What Are Compliance Deadlines?6452c20

As a business operating in Mexico, your company has regular fiscal obligations. These include:

• SAT filings — Monthly and annual tax returns (ISR, IVA, and others) submitted to the Servicio de Administracion Tributaria.
• IMSS obligations — Social security payments and reports for the Instituto Mexicano del Seguro Social.
• INFONAVIT contributions — Housing fund payments for the Instituto del Fondo Nacional de la Vivienda para los Trabajadores.
• State and local taxes — Depending on your location and business type.
• Other regulatory filings — Compliance requirements specific to your industry.

Your accounting firm tracks all of these deadlines for you and handles the preparation and submission of the required documents. The Deadlines section of the portal gives you visibility into this work.

Accessing the Deadlines Section6452c20

The Deadlines page showing grouped deadline cards with urgency indicators

How Deadlines Are Organized6452c20

The Deadlines page groups your obligations by urgency, making it easy to see what is most pressing:

Urgent (Next 3 Days)

This section appears at the top, highlighted with a warning icon and the header "Urgentes (proximos 3 dias)" (Urgent — next 3 days). It shows all deadlines due within the next 3 days, including any that are already overdue.

These are the items that need the most immediate attention.

This Week (4-7 Days)

This section appears next, with a clock icon and the header "Esta semana" (This Week). It shows deadlines due in 4 to 7 days.

These items are coming up soon but are not yet critical.

Coming Weeks (More Than 7 Days)

The final section has a calendar icon and the header "Proximas semanas" (Coming Weeks). It shows deadlines that are more than 7 days away.

These items are on the horizon but do not require immediate action.

Understanding Deadline Cards6452c20

Each deadline is displayed as a card with a colored left border that indicates urgency. Here is what each card shows:

Card Details

Days Remaining Display

The top-right corner of each card shows how much time you have:

Urgency Color Coding6452c20

Deadline cards use a colored left border to visually indicate how urgent they are:

• Overdue items have a subtle accent-tinted background.
• Items due in 1-3 days have a subtle amber-tinted background.
• Items due this week have a subtle gray-tinted background.
• Items due later have no special background.

Deadline Statuses Explained6452c20

Each deadline has a status that tells you where things stand in the compliance process:

Status Workflow

Here is the typical flow for a compliance deadline:

What to Do When You See "Waiting on Client"6452c20

When a deadline shows the status "Requiere tu accion" (Waiting on Client), it means your accountant cannot proceed without something from you. Here is what to do:

If You Have No Deadlines6452c20

If the Deadlines page shows:

Sin vencimientos proximos

No tienes tareas de cumplimiento pendientes en los proximos 30 dias

This means you have no obligations due in the next 30 days. This is good news — it means either your recent obligations have all been handled, or the next batch of deadlines is more than a month away.

Calendar View6452c20

Depending on your portal version, you may also have access to a calendar view that displays deadlines on a monthly calendar. This view makes it easy to visualize when multiple deadlines cluster together and plan your document submissions accordingly.

In the calendar view:

• Each day with a deadline shows a marker or dot.
• Clicking on a day shows the details of any deadlines on that date.
• Color coding matches the urgency system described above.

Common Deadline Types6452c20

Here are the most common types of compliance deadlines you will see in the portal:

Not all of these will apply to every company. The deadlines that appear in your portal are specific to your company's obligations, based on how your accountant has configured your account.

Error Handling6452c20

If the Deadlines page cannot load your data, you will see:

No se pudieron cargar los vencimientos

If this happens:

Tips for Managing Deadlines6452c20

Previous: Chapter 05 — Payments | Next: Chapter 07 — Preferences

Preferences (Preferencias)6452c20

The Preferences section lets you control how you receive notifications from the CumpleAI Client Portal. You can choose which types of notifications you want, how you want to receive them, and when you do not want to be disturbed.

Accessing Preferences6452c20

The Preferences page showing notification type cards, quiet hours, and save button

Notification Settings6452c20

The portal can send you notifications for several types of events. Each notification type is displayed as a card with its own settings.

Notification Types

Notification Channels

For each notification type, you can choose how you want to receive it:

WhatsApp notifications require that your accounting firm has enabled WhatsApp integration and that your phone number is registered in the system. If WhatsApp is not available, you may only see the Email option.

Changing Notification Channels

Recommended Settings

Here are some recommended notification settings based on common use cases:

If you want maximum awareness:

• Set all notification types to "Ambos" (Both) to receive alerts on both email and WhatsApp.

If you prefer email for records:

• Set all types to "Email" so you have a written record in your inbox.

If you want urgent alerts only on WhatsApp:

• Set "Deadline reminders" and "Ticket updates" to "WhatsApp" or "Ambos".
• Set "Document status" and "General communications" to "Email".

Quiet Hours6452c20

Quiet hours let you set a time period during which you will not receive any notifications. This is useful for ensuring you are not disturbed during the night or outside of business hours.

The quiet hours section showing From and To time fields

Setting Quiet Hours

How Quiet Hours Work

• During quiet hours, the system holds all notifications and delivers them when the quiet period ends.
• Quiet hours apply to all notification types equally. You cannot set different quiet hours for different notification types.
• The time is based on your local time zone.

Examples

Saving Your Preferences6452c20

After making changes to your notification channels or quiet hours, you need to save them.

If Saving Fails

If the save fails, you will see a red error message:

No se pudieron guardar las preferencias

Welcome Tour6452c20

At the bottom of the Preferences page, you will find a section called "Tour de bienvenida" (Welcome Tour). This lets you replay the onboarding wizard that appeared when you first logged in.

Replaying the Welcome Tour

Contact Information6452c20

Your basic contact information (email, phone number) is managed by your accounting firm. If you need to update your contact details:

Account Security6452c20

Keeping your portal account secure is important. Here are some best practices:

Password Security

• Use a strong password. Choose a password that is at least 12 characters long and includes a mix of uppercase letters, lowercase letters, numbers, and special characters.
• Do not reuse passwords. Use a unique password for the CumpleAI portal that you do not use for other websites or services.
• Change your password regularly. Consider updating your password every few months.
• Never share your password. Your accounting firm will never ask you for your password. If someone asks, it is likely a phishing attempt.

Password Change

To change your password:

Two-Factor Authentication (2FA)

If your accounting firm has enabled two-factor authentication, you will need to provide a second form of verification when logging in (in addition to your password). This is typically:

• A code sent to your phone via SMS
• A code from an authenticator app (like Google Authenticator)
• A confirmation through Google Sign-In

General Security Tips

Language Settings6452c20

The CumpleAI Client Portal interface is displayed in Spanish (Mexican) by default. This reflects the primary market of Mexican accounting firms and their clients.

If language settings are available, you can find them in the Preferences section. The available languages depend on how your accounting firm has configured the system.

Summary of Preferences Settings6452c20

Here is a quick reference of everything you can configure in Preferences:

Tips for Preferences6452c20

Previous: Chapter 06 — Deadlines | Back to: Chapter 00 — Overview

Key Processes (Client Portal)6ea1b5e

This chapter describes the core user processes in the client portal.

Process 1: First Login to Portal6ea1b5e

Process 2: Daily Client Routine6ea1b5e

Process 3: Responding to "Waiting on Client"6ea1b5e

Process 4: Uploading Corrected Document Version6ea1b5e

Process 5: Contact and Escalation6ea1b5e

Use this order when you need help:

Process Summary6ea1b5e