Opening and activating practices
The partner creates the practice, sends the invitation and follows the activation, from first sign-in to day-to-day use.
For those who already implement and support business software in accounting practices. A partner has its own console, presents itself under its own brand and keeps the commercial relationship with its clients — Kontoo sits underneath, as the technology.
Everything below belongs to the partner, and is visible only inside its own portfolio.
The partner creates the practice, sends the invitation and follows the activation, from first sign-in to day-to-day use.
Folders, document types, tax catalogue, chart of accounts, financial lines and human resources tables defined once and applied across the portfolio.
The partner's technical staff reach the practices and every settings area. The partner's own record, its billing and its staff stay with whoever answers for them.
Its own logo and colour — and every invitation sent from the console goes out in the partner's name, never the platform's.
Dashboard templates built by the partner are made available to the practices it chooses.
Each partner sees its own portfolio and nothing beyond it. The rule lives in PostgreSQL, not in a check someone can forget to write.
The practice is the partner's client. Kontoo is the technology underneath.
It is the rule that runs through the whole programme — from the console to the sender of the emails.
| Company | e-Fatura | Client | Firm | Bank |
|---|---|---|---|---|
| Padaria Central, Lda. | ||||
| Oficina Silva & Filhos | ||||
| Clínica Vitalis | ||||
| TechNorte, S.A. |
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The first two steps are done once, for the whole portfolio.
Who your portfolio is, which accounting software it runs and what you expect to deliver to it.
Brand, base configuration and the access of your technical staff.
We follow that first implementation closely, including the link to the accounting software.
From there the partner opens practices whenever it wants, with the configuration already in place.
Tell us how many practices you support and which software they run. We will set up a conversation and show you the partner console working.