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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.

As a client of PortalHub, you have a personalised accounting portal that keeps all your fiscal obligations, advisor communication, documents, and payment records in one secure place. Your account is created by an administrator, who will also assign a dedicated advisor to handle your accounting needs. This guide explains how to use every section of the portal from your very first login.
The first time you log in with the temporary password provided by your administrator, the portal will redirect you to the password-change screen before you can access any other page. Choose a strong password of at least eight characters and keep it confidential. This requirement (require_password_change = 1) is enforced at the session level and cannot be bypassed.

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Capabilities Overview

Dashboard

See your declaration statuses, pending tasks, account health, and upcoming payment deadlines at a glance.

Appointments

Book sessions with your assigned advisor, view your upcoming and past appointments, and cancel if needed.

Documents

Upload fiscal documents (PDF, XML, and more) to your expediente and download copies whenever you need them.

Payments

Track the status of every payment and invoice associated with your accounting services.

Messaging

Chat directly with your assigned advisor through the secure internal inbox.

Profile

Keep your fiscal data current — RFC, razón social, fiscal address, and contact information.

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Dashboard

Your dashboard (/cliente/dashboard.html) is the first page you see after logging in. It gives you an immediate overview of your accounting status without requiring you to navigate through individual modules.

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Fiscal Summary Cards

CardWhat it shows
Declaración MensualStatus of your current monthly return — Pendiente, En Proceso, or Al Día — with the deadline date
Declaración AnualProgress bar showing how far along your annual filing is
Próximo PagoThe amount and due date of your nearest upcoming payment

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Pending Tasks

Below the summary cards, the Tareas Pendientes list (#lista-tareas) shows any outstanding actions your advisor or the system has flagged for your attention — such as missing documents, unsigned declarations, or overdue payments.

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Your Assigned Advisor

Your current advisor is visible in the sidebar profile widget and in your assignment record. The assignment is managed exclusively by the administrator; contact support if you believe you have been assigned to the wrong advisor.

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Rating Your Advisor

After receiving service, you can leave an anonymous star rating (1–5) from the dashboard. Click a star to select your rating, then click Enviar Calificación. Ratings are submitted to POST /backend/modules/calificaciones/crear.php and are never publicly attributed to you by name.

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Appointments

Appointments allow you to schedule face-to-face or virtual sessions with your assigned advisor directly through the portal.

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Booking an Appointment

1

Go to Appointments

In the sidebar, click Citas to open the appointment booking section.
2

Choose a date and time

Select an available slot from your advisor’s calendar. The system prevents double-booking: if a slot is already taken, it will not be selectable.
// POST /backend/modules/citas/crear.php
{
  "id_cliente": 15,
  "id_asesor": 7,
  "fecha_hora": "2025-10-08 11:00:00"
}
3

Confirm

On success the appointment is saved with estado = 'Programada' and appears in your upcoming appointments list.

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Viewing Your Appointments

GET /backend/modules/citas/listar.php
Returns all your appointments (past and future) ordered by fecha_hora descending. Appointment states you may see:
EstadoMeaning
ProgramadaConfirmed and upcoming
ReprogramadaDate was changed by you or your advisor
CanceladaCancelled; see motivo_cancelacion for the reason

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Cancelling an Appointment

If you need to cancel a scheduled session, submit: 
// POST /backend/modules/citas/cancelar.php
{
  "id_cita": 42,
  "motivo_cancelacion": "Compromiso imprevisto, solicitaré nueva cita."
}
Cancellations cannot be undone. To meet with your advisor again, book a new appointment.

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Documents

The Documents module is your secure filing cabinet for all fiscal paperwork. You can upload new files at any time and download previously submitted documents.

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Uploading a Document

1

Open the upload dialog

On your dashboard, click Subir Documentos, or navigate to the Documents section from the sidebar.
2

Select a document type

Choose the appropriate category from the cat_tipos_documentos catalog (e.g., Factura, Declaración, Comprobante de Pago). This classification determines how your advisor locates and processes the file.
3

Choose your file

Click Seleccionar Archivo and pick the document from your device.Accepted formats: PDF · XML · DOC · DOCX · XLS · XLSX · JPG · PNG
Maximum file size: 10 MB
# multipart/form-data — POST /backend/modules/documentos/subir.php
archivo     = <file>
id_tipo_doc = 4
4

Submit

Click Enviar. A successful upload returns HTTP 201 and your advisor receives an automatic notification that a new document is available for review.

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CFDI Documents

If you upload an .xml file, the system automatically marks it with validacion_cfdi = 1, identifying it as a potential CFDI electronic invoice. Your advisor will review the XML to confirm it is a valid CFDI before incorporating it into your declarations.

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Document Versioning

If you upload a file with the same name and document type as an existing document, the portal increments the version counter instead of overwriting the previous file. Both versions are retained, so you and your advisor always have access to the full upload history.

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Downloading a Document

To retrieve a previously uploaded file: 
GET /backend/modules/documentos/descargar.php?id=88
The file streams back with the original filename. You can only download documents that belong to your own account.

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Payments

The Payments module (/cliente/pagos.html) provides a complete view of every payment associated with your accounting services, sourced from the pagos_facturacion table.

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Payment States

estado_pagoMeaning
PendientePayment has been created but not yet submitted or confirmed
RegistradoPayment receipt has been uploaded and is awaiting approval
AprobadoPayment has been reviewed and approved by the portal team

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Invoice States

estado_facturaMeaning
PendienteInvoice has not yet been issued
EmitidaInvoice has been generated and is available

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Viewing Pending Payments

The Pagos Faltantes tab shows all payments where estado_pago = 'Pendiente', including the service type, deadline, and an upload button so you can attach your payment receipt. 
GET /backend/modules/pagos/listar.php
The endpoint automatically filters results to your id_usuario so you only see your own payment records.

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Uploading a Payment Receipt

On the Pagos Faltantes table, click the upload icon next to a pending payment to open the receipt modal. Select a PDF comprobante and click Subir Comprobante. The payment state transitions to Registrado while the team reviews your submission.

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Payment History

Switch to the Historial de Pagos tab to see all past payments, including amounts, creation dates, and their current approval state.
FieldDescription
id_pagoUnique payment identifier
montoPayment amount in MXN
estado_pagoCurrent payment status
estado_facturaInvoice issuance status
fecha_pagoDate the payment was recorded
nombre_servicioHuman-readable service name from cat_servicios

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Messaging

The inbox is your direct communication channel with your assigned advisor. All messages are private and stored securely in the mensajes table.

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Sending a Message

Navigate to Inbox in the sidebar, select your advisor from the contacts list, and type your message in the chat window. 
// POST /backend/modules/mensajes/enviar.php
{
  "id_destinatario": 7,
  "contenido_texto": "Buenas tardes, ¿ya fue revisado el XML que subí ayer?"
}

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Viewing a Conversation

GET /backend/modules/mensajes/conversacion.php?id_contacto=7
Returns the full message thread with your advisor, sorted chronologically. Unread messages are marked automatically as read when you open the conversation (POST /backend/modules/mensajes/marcar_leido.php).
Watch for the red unread-message badge on the Inbox icon in the sidebar. This counter is pulled from GET /backend/modules/mensajes/no_leidos.php and updates in real time. Staying on top of your inbox ensures you never miss an important update from your advisor.

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Profile

Keeping your profile accurate ensures your advisor and the portal team have the correct fiscal data on file for your declarations and invoices.

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Updating Your Profile

// POST /backend/modules/perfil/actualizar.php
{
  "nombre_completo": "Victoria Nieto Ramírez",
  "telefono": "+52 55 1234 5678",
  "rfc": "NIRV850312AB3",
  "razon_social": "Victoria Nieto Ramírez",
  "direccion_fiscal": "Av. Insurgentes Sur 1234, Col. Del Valle, CDMX, CP 03100"
}
FieldRequiredNotes
nombre_completo✅Your full legal name
telefono❌Best contact number for your advisor
rfc❌Your tax identification number (RFC) — used on all official documents
razon_social❌Legal business name if applicable
direccion_fiscal❌Registered fiscal address for invoicing purposes
To update your profile photo, submit the same endpoint as a multipart/form-data request and include a foto_perfil image file. The new photo appears in your sidebar card and on your profile page.
Your rfc and razon_social are used directly on invoices and official tax filings. Double-check both fields carefully, and notify your advisor if you need to make a correction after a document has already been submitted to the SAT.

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