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Getting Started with CountingWorks PRO

Interested in or in the process of signing up with CountingWorks PRO? Get all your questions answered here.

• How do I sign up with CountingWorks PRO?
• Is there a contract with your services/packages?

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CountingWorks PRO 3.0

Our newest platform (app.countingworkspro.com)

• How to Launch Your Website or Landing Page
• What is TaxBuzz "Get Quoted"?

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Portal 2.0

Everything you need to know to use the CountingWorks PRO Portal 2.0. (portal.countingworkspro.com)

• CountingWorks PRO 2.0 Professional Portal - Welcome Overview
• How To Upload A Client List

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CountingWorks Learning Center

• What should I do If I forget my user name or password?
• How do I download the PDF version of the Big Book of Taxes?

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Green Portal

Everything you need to know to use the CountingWorks PRO Green Portal. (portal.clientwhys.com)

• How do I Pause or Reschedule the Auto Email Newsletter?
• What is the CountingWorks ProScore?

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TaxBuzz / CountingWorks

Common questions on claiming and editing your listing as well as how to deal with reviews.

• How do I claim my listing?
• How do I list my business?

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Rackspace Email Set Up

Rackspace Email hosting gives you the power to securely manage email from any web browser or the device of your choice.

• Login to Webmail
• How do I add an additional email?

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General

General updates from the company in regards to our platform.

• Phishing Email Attempts
• ADA Compliance for Websites via Accessibility Widget

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ADP

Everything ADP partners need to know about using the marketing library and their account.

• ADP Marketing Library Tutorial
• ADP Print PDF Library Tutorial

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