Professional workspace
Manage every client's Puerto Rico filings in one dashboard.
SmartPR sits under your practice. You still talk to the client, review the package, and submit. The software removes the retyping, the missed requirement, and the “¿cómo va lo mío?” thread.
Gestores · CPAs · Permitting firms · Law firms · Consultants · Multi-entity operators
Positioning
A tool that makes the firm faster. Not a replacement for the firm.
Clients hire you because someone has to own the filing. SmartPR gives that person a complete path, filled forms, and a status they can see without digging through email.
One dashboard
Every client's businesses, filings, documents, and deadlines in one view.
Reusable profiles
Enter facts once. Formation, SURI, Permiso Único, and renewals reuse the same record.
Fewer rejected packages
Completeness checks catch missing facts and documents before the agency does.
Example · multi-client view
A gestor with four businesses, at four different stages.
| Client | Type | Status | Next |
|---|---|---|---|
| Amigos Restaurant · Bayamón | Restaurant | 78% ready | Upload lease |
| HealthPR · San Juan | Healthcare | 40% ready | Estado formation |
| Marisquería del Oeste · Mayagüez | Restaurant | Due in 11 days | Patente municipal |
| Taller Norte LLC · Arecibo | Workshop | Ready to submit | Review package |
Example only — sample names and statuses for the professional workspace.
Firm controls
Several people can work a client without mixing files.
Role-based access
Owners, preparers, and reviewers see what their role allows. A junior can prepare. A partner submits.
Audit trail
Who changed a fact, uploaded a document, or marked a filing ready — on the client record.
How a pilot works
Bring real clients. Measure what changes.
- 01
One client — or five
Pick filings you already know. The test is whether the path and the package match the work you do now.
- 02
We set up the workspace with you
Roles, client records, and the first profiles. No training theater.
- 03
Run the filings
Hours per package, missing-document catches, and time-to-ready get written down. We publish numbers when pilots produce them — not before.
Start with the book of business you already have.
If it does not save your team time on a real client, it does not belong in the firm.