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Getting Started with CountingWorks PRO
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CountingWorks PRO 3.0
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Portal 2.0
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CountingWorks Learning Center
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Green Portal
- Automated Newsletter
- eSign
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Domains
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Security
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Greetings
- Portal Client View
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TaxBuzz / CountingWorks
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Rackspace Email Set Up
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General
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ADP
Videos - Getting Started in 3.0
Learn how to set up your account and manage clients with our video tutorials
See the videos below for how to get started within our 3.0 Portal.
To view the video full screen, click the square icon in the bottom right of the video once it starts playing.
If the video looks blurry, click the gear icon then click on Quality and change to 1080p for best quality.
Lesson 1 - Setting Up Your Account
Lesson 2 - Managing Your Clients