PortalHub is a full-stack web platform for accounting consultancies. It provides a centralized portal where administrators manage users and assignments, advisors track their client portfolio, and clients access their financial documents, appointments, and payment history — all secured with role-based access control and session management.Documentation Index
Fetch the complete documentation index at: https://mintlify.com/Nieto2020/portalhub/llms.txt
Use this file to discover all available pages before exploring further.
Quick Start
Set up and run PortalHub locally in under 10 minutes with Docker or PHP’s built-in server.
Architecture
Understand the three-tier structure: frontend pages, PHP backend modules, and MySQL database.
API Reference
Explore all 50+ backend endpoints organized by resource — auth, appointments, documents, and more.
User Guides
Role-specific walkthroughs for Administrators, Advisors (Asesores), and Clients.
What PortalHub Does
PortalHub streamlines three core workflows in an accounting consultancy:- Client–Advisor matching — Administrators assign clients to advisors and track assignment history.
- Service delivery — Advisors manage appointments, upload reports, and review client documents.
- Client self-service — Clients book appointments, upload fiscal documents, view payments, and message their advisor.
Appointments
Schedule, reschedule, and cancel advisory sessions.
Documents
Upload and version fiscal files with CFDI validation.
Payments
Register and track payment and invoice states.
Messaging
Direct chat and bulk messaging between all roles.
Notifications
Event-driven alerts with broadcast support.
Reports
Monthly, quarterly, and annual accounting reports.
Get Running in 3 Steps
Clone and configure
Clone the repository and set your database credentials in
backend/config/conexion.php.Initialize the database
Import
database/schema.sql into MySQL, then optionally load database/seed.sql for test data.The default timezone is
America/Mexico_City. Sessions expire after 30 minutes of inactivity. All new users created by an admin are required to change their password on first login.