Main aspects you should pay attention to when starting to use the program:

1. Creating an account and selecting the account administrator (often the company manager) Who is the owner of the company database?
2. Service pricing.
3. Check if you can use Partner privileges and Additional features.
4. Invitation system. Invite your team members to join the account How to invite a new user to the company?
5. Rights and responsibilities of the database owner. Who can be the database owner.
6. Permission sets. Which permission sets to assign to team members and which to clients. How to change a user’s permission set (role) in the company or assign specific permissions?
7. How an accounting company can reduce costs for Site.pro services How can an accounting company reduce Site.pro service costs?

Sequence of steps for accounting companies starting to use the Site.pro program:

1. Create an account with Site.pro administrator rights.
2. Create a database template that you will clone when creating new companies. You can create templates based on legal forms (UAB, MB, NGO) How to create a company template or make a copy?
3. Create company databases for the businesses you will be providing accounting for How to create a new company?
4. Send invitations to the company’s accountants, specifying which companies they have access to. Inform Site.pro to activate Partner plans for the newly invited team members.
5. Assign the company that pays for the plan How to change a user’s plan?
6. What database statuses are possible What are the possible DB statuses?
7. Program usage statistics. Employee authentication when entering data. Analytics of client accounting entries (detailed breakdown of purchases and sales entries per month) Statistics — company by employees.
8. For communication with the team and clients: the Reminders module, designed to send automatic messages about scheduled tasks, e.g. VAT declaration submission How to create a recurring reminder email for a client?
9. What the Employee Dashboard is for.
10. Consulting on Site.pro usage: How to properly describe a support request? and How to submit a request to a consultant?
11. How to transfer a company to another user: How to transfer a company to another user?
12. How to top up a company’s balance: How to top up a company balance? and How is payment for using Site.pro processed?