---
title: Videos - Getting Started in 3.0
description: Learn how to set up your account and manage clients with our video tutorials
---
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1. [Help Center](https://help.countingworkspro.com/?hsLang=en)
2. [CountingWorks PRO 3.0](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en)
3. [General](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#general)
# 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**
- [Getting Started with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#main-content)
- [Signing up with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#signing-up-with-countingworks-pro)
- [Choosing the right CountingWorks PRO plan](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#choosing-the-right-countingworks-pro-plan)
- [CountingWorks PRO Pricing](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#countingworks-pro-pricing)
- [Building my Website](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#building-my-website)
- [CountingWorks PRO Onboarding Process](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#countingworks-pro-onboarding-process)
- [CountingWorks PRO 3.0](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#main-content)
- [General](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#general)
- [MAX AI](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#max-ai)
- [Website](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#website)
- [Reviews](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#reviews)
- [PracticeBot](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#practicebot)
- [Social Media](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#social-media)
- [Leads](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#leads)
- [Subscriber Lists](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#subscriber-lists)
- [Newsletters](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#newsletters)
- [Campaigns](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#campaigns)
- [ClientHub](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#clienthub)
- [Appointments](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#appointments)
- [Manage Team](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#manage-team)
- [AI Agents](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#ai-agents)
- [Client View](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#client-view)
- [Marketing Library](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#marketing-library)
- [Portal 2.0](https://help.countingworkspro.com/portal-2-0?hsLang=en#main-content)
- [Getting Started](https://help.countingworkspro.com/portal-2-0?hsLang=en#getting-started)
- [Messages](https://help.countingworkspro.com/portal-2-0?hsLang=en#messages)
- [TeleAccountant](https://help.countingworkspro.com/portal-2-0?hsLang=en#teleaccountant)
- [Clients](https://help.countingworkspro.com/portal-2-0?hsLang=en#clients)
- [Social Media](https://help.countingworkspro.com/portal-2-0?hsLang=en#social-media)
- [Communications](https://help.countingworkspro.com/portal-2-0?hsLang=en#communications)
- [Leads](https://help.countingworkspro.com/portal-2-0?hsLang=en#leads)
- [Admin Users and Roles](https://help.countingworkspro.com/portal-2-0?hsLang=en#admin-users-and-roles)
- [Website](https://help.countingworkspro.com/portal-2-0?hsLang=en#website)
- [eSign](https://help.countingworkspro.com/portal-2-0?hsLang=en#esign)
- [Marketing Library](https://help.countingworkspro.com/portal-2-0?hsLang=en#marketing-library)
- [Appointment Scheduler](https://help.countingworkspro.com/portal-2-0?hsLang=en#appointment-scheduler)
- [Trello](https://help.countingworkspro.com/portal-2-0?hsLang=en#trello)
- [Blog Content](https://help.countingworkspro.com/portal-2-0?hsLang=en#blog-content)
- [Email Notifications](https://help.countingworkspro.com/portal-2-0?hsLang=en#email-notifications)
- [Marketplace](https://help.countingworkspro.com/portal-2-0?hsLang=en#marketplace)
- [Cancellation](https://help.countingworkspro.com/portal-2-0?hsLang=en#cancellation)
- [Miscellaneous Issues](https://help.countingworkspro.com/portal-2-0?hsLang=en#miscellaneous-issues)
- [Portal Client View](https://help.countingworkspro.com/portal-2-0?hsLang=en#portal-client-view)
- [2.0 System Performance](https://help.countingworkspro.com/portal-2-0?hsLang=en#2-0-system-performance)
- [CountingWorks Learning Center](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#main-content)
- [Virtual Tax Update & Review Conference](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#virtual-tax-update-review-conference)
- [How do I take a course?](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#how-do-i-take-a-course)
- [Passwords and Settings](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#passwords-and-settings)
- [General Information](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#general-information)
- [ClientWhys Connect Tax Forum](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#clientwhys-connect-tax-forum)
- [Big Book of Taxes](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#big-book-of-taxes)
- [Green Portal](https://help.countingworkspro.com/green-portal?hsLang=en#main-content)
- [Automated Newsletter](https://help.countingworkspro.com/green-portal?hsLang=en#automated-newsletter)
- [eSign](https://help.countingworkspro.com/green-portal?hsLang=en#esign)
- [Online Appointments & Reminders](https://help.countingworkspro.com/green-portal?hsLang=en#online-appointments-reminders)
- [Client Management](https://help.countingworkspro.com/green-portal?hsLang=en#client-management)
- [Improve Your Presence](https://help.countingworkspro.com/green-portal?hsLang=en#improve-your-presence)
- [Message Center](https://help.countingworkspro.com/green-portal?hsLang=en#message-center)
- [Professional View Portal](https://help.countingworkspro.com/green-portal?hsLang=en#professional-view-portal)
- [Tips & Tricks](https://help.countingworkspro.com/green-portal?hsLang=en#tips-tricks)
- [Domains](https://help.countingworkspro.com/green-portal?hsLang=en#domains)
- [Website Editor Plugins](https://help.countingworkspro.com/green-portal?hsLang=en#website-editor-plugins)
- [Website Editor](https://help.countingworkspro.com/green-portal?hsLang=en#website-editor)
- [Social Media](https://help.countingworkspro.com/green-portal?hsLang=en#social-media)
- [Admin Users and Roles](https://help.countingworkspro.com/green-portal?hsLang=en#admin-users-and-roles)
- [Security](https://help.countingworkspro.com/green-portal?hsLang=en#security)
- [Leads - Automated Lead Management](https://help.countingworkspro.com/green-portal?hsLang=en#leads-automated-lead-management)
- [Communication - Special Announcements](https://help.countingworkspro.com/green-portal?hsLang=en#communication-special-announcements)
- [Subscriber Management](https://help.countingworkspro.com/green-portal?hsLang=en#subscriber-management)
- [Client Alerts](https://help.countingworkspro.com/green-portal?hsLang=en#client-alerts)
- [Greetings](https://help.countingworkspro.com/green-portal?hsLang=en#greetings)
- [Portal Client View](https://help.countingworkspro.com/green-portal?hsLang=en#portal-client-view)
- [TaxBuzz / CountingWorks](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#main-content)
- [TaxBuzz Ai](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#taxbuzz-ai)
- [Tools](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#tools)
- [Section Heading](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#section-heading)
- [Update Your Listing](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#update-your-listing)
- [Claim Your Listing](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#claim-your-listing)
- [Rackspace Email Set Up](https://help.countingworkspro.com/rackspace-email-set-up?hsLang=en#main-content)
- [Leaving Rackspace](https://help.countingworkspro.com/rackspace-email-set-up?hsLang=en#leaving-rackspace)
- [General](https://help.countingworkspro.com/general?hsLang=en#main-content)
- [System Status](https://help.countingworkspro.com/general?hsLang=en#system-status)
- [Announcements](https://help.countingworkspro.com/general?hsLang=en#announcements)
- [Billing](https://help.countingworkspro.com/general?hsLang=en#billing)
- [Managing My Account](https://help.countingworkspro.com/general?hsLang=en#managing-my-account)
- [Domains](https://help.countingworkspro.com/general?hsLang=en#domains)
- [Support and Technical Issues](https://help.countingworkspro.com/general?hsLang=en#support-and-technical-issues)
- [Email Security and Spam Warnings](https://help.countingworkspro.com/general?hsLang=en#email-security-and-spam-warnings)
- [ADA Compliance](https://help.countingworkspro.com/general?hsLang=en#ada-compliance)
- [ADP](https://help.countingworkspro.com/adp?hsLang=en#main-content)
- [ADP Video Tutorials](https://help.countingworkspro.com/adp?hsLang=en#adp-video-tutorials)
- [Profile and Settings](https://help.countingworkspro.com/adp?hsLang=en#profile-and-settings)
- [CW Employees](https://help.countingworkspro.com/cw-employees?hsLang=en#main-content)
- [Account Basics](https://help.countingworkspro.com/cw-employees?hsLang=en#account-basics)
- [Bugs](https://help.countingworkspro.com/cw-employees?hsLang=en#bugs)
- [Website Launching](https://help.countingworkspro.com/cw-employees?hsLang=en#website-launching)
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