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title: CountingWorks Learning Center | Help Center
description: CountingWorks Learning Center
---

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1. [Help Center](https://help.countingworkspro.com/)
2. [CountingWorks Learning Center](https://help.countingworkspro.com/countingworks-learning-center)

# CountingWorks Learning Center

## Virtual Tax Update & Review Conference

- [Where do I find the 2025 Virtual Tax Update and Review Webinar in my Learning Center Account?](https://help.countingworkspro.com/where-do-i-find-the-virtual-tax-update-webinar-in-my-learning-center-account)
- [Can attendees participate in a live question and answer session during the webinar?](https://help.countingworkspro.com/will-there-be-a-qa-during-the-webcast)
- [Is it possible for me to change the scheduled date or time if needed?](https://help.countingworkspro.com/can-i-reschedule-if-i-need-to)
- [How do we log in and sign up for the webinar?](https://help.countingworkspro.com/when-do-we-get-instructions-about-how-to-login-and-register-for-the-webinar)
- [Where do I find the 2024 Virtual Tax Update and Review Webinar Reference Material?](https://help.countingworkspro.com/where-do-i-find-the-virtual-tax-update-webinar-reference-material)
- [How do I Register for the Virtual Tax Update and Review Webinar?](https://help.countingworkspro.com/how-do-i-register-for-the-virtual-tax-update-webinar)
- [Does the webinar include a final exam?](https://help.countingworkspro.com/is-there-a-final-test)
- [How can I receive credit for a completed lesson?](https://help.countingworkspro.com/how-do-i-get-credit-for-a-workshop-ive-completed)
- [How do I complete the 2025 Virtual Tax Update and Review Webinar polling questions?](https://help.countingworkspro.com/how-do-i-complete-the-virtual-tax-update-webinar-polling-questions)
- [Why does my webinar completion status show less than 100% even though I've finished all the lessons?](https://help.countingworkspro.com/why-does-my-webinar-completion-status-show-less-than-100-even-though-ive-finished-all-the-lessons)
- [Why does Step 2 show incomplete even though I watched the lesson?](https://help.countingworkspro.com/why-does-step-2-show-incomplete-even-though-i-watched-the-workshop)
- [Virtual Conference System Requirements](https://help.countingworkspro.com/virtual-conference-system-requirements)
- [Troubleshooting Issues with the Virtual Conference](https://help.countingworkspro.com/troubleshooting-issues-with-the-virtual-conference)
- [How to check on the status of your 2024 Learning Center referral](https://help.countingworkspro.com/how-to-check-on-the-status-of-your-referral)

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## How do I take a course?

- [Where can I find my CPE certificate?](https://help.countingworkspro.com/where-can-i-find-my-cpe-certificate)
- [Can I skip the review questions and only take the final exam?](https://help.countingworkspro.com/can-i-skip-the-review-questions-and-only-take-the-final-exam)
- [How many questions are in a course?](https://help.countingworkspro.com/how-many-questions-are-in-a-course)
- [I placed an order online what do I do next?](https://help.countingworkspro.com/i-placed-an-order-online-what-do-i-do-next)
- [What is the course format?](https://help.countingworkspro.com/what-is-the-course-format)
- [Can you provide answers to the final exam questions?](https://help.countingworkspro.com/can-you-provide-answers-to-the-final-exam-questions)
- [Where do I find the course PDF?](https://help.countingworkspro.com/where-do-i-find-the-course-pdf)
- [How do I complete a webinar?](https://help.countingworkspro.com/how-do-i-complete-a-webinar)
- [How do I complete an online course?](https://help.countingworkspro.com/how-do-i-complete-an-online-course)
- [How long do I have to complete a course?](https://help.countingworkspro.com/how-long-do-i-have-to-complete-a-course)

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## Passwords and Settings

- [I Forgot My CountingWorks PRO Login Credentials](https://help.countingworkspro.com/what-should-i-do-if-i-forget-my-user-name-or-password)
- [Password Guidelines](https://help.countingworkspro.com/new-password-guidelines)
- [Can I login to my account from any computer?](https://help.countingworkspro.com/can-i-login-to-my-account-from-any-computer)
- [I no longer use the email associated with my online CPE account](https://help.countingworkspro.com/i-no-longer-use-the-email-associated-with-my-online-cpe-account)

## General Information

- [Do you provide the 60 Hour education course for CTEC?](https://help.countingworkspro.com/do-you-provide-the-60-hour-education-course-for-ctec)
- [Nano Courses: How They Work & Common Questions](https://help.countingworkspro.com/nano-courses-how-they-work-common-questions)
- [How do I get a copy of a prior year certificate or course PDF?](https://help.countingworkspro.com/how-do-i-get-a-copy-of-a-prior-year-certificate)
- [If I fail, can I retake the final exam?](https://help.countingworkspro.com/if-i-fail-can-i-retake-the-final-exam)
- [Do you report CPE to the IRS or CTEC?](https://help.countingworkspro.com/do-you-report-cpe-to-the-irs-or-ctec)
- [Why am I tested on subjects that I do not use in my tax practice?](https://help.countingworkspro.com/why-am-i-tested-on-subjects-that-i-do-not-use-in-my-tax-practice)
- [If I purchase an online course do I have to sit in front of my computer to complete the course?](https://help.countingworkspro.com/if-i-purchase-an-online-course-do-i-have-to-sit-in-front-of-my-computer-to-complete-the-course)
- [What are the minimum system requirements to use the CountingWorks Learning Center?](https://help.countingworkspro.com/what-are-the-minimum-system-requirements-to-use-the-countingworks-learning-center)
- [Is CountingWorks approved by the IRS to provide continuing education to tax practitioners?](https://help.countingworkspro.com/is-countingworks-approved-by-the-irs-to-provide-continuing-education-to-tax-practitioners)
- [I am a California Registered Tax Preparer (CTEC). Am I required to take an additional 15 hours of continuing education for the IRS in addition to the 20 hours required by CTEC?](https://help.countingworkspro.com/i-am-a-california-registered-tax-preparer-ctec.-am-i-required-to-take-an-additional-15-hours-of-continuing-education-for-the-irs-in-addition-to-the-20-1671485200319)

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## ClientWhys Connect Tax Forum

- [Can anyone join the ClientWhys Connect Tax Forum?](https://help.countingworkspro.com/can-anyone-join-the-clientwhys-connect-tax-forum)
- [How often will I receive notifications from the forum?](https://help.countingworkspro.com/how-often-will-i-receive-notifications-from-the-forum)
- [How do I post a question to the ClientWhys Connect Tax Forum?](https://help.countingworkspro.com/how-do-i-post-a-question-to-the-clientwhys-connect-tax-forum)

## Big Book of Taxes

- [Do I need to renew the Big Book of Taxes each year or is it renewed automatically?](https://help.countingworkspro.com/do-i-need-to-renew-the-big-book-of-taxes-each-year-or-is-it-renewed-automatically)
- [Is the Big Book of Taxes available as a printed copy or online?](https://help.countingworkspro.com/is-the-big-book-of-taxes-available-as-a-printed-copy-or-online)
- [How to Download a PDF of the Big Book of Taxes](https://help.countingworkspro.com/how-do-i-download-the-pdf-version-of-the-big-book-of-taxes)
- [What is the Difference Between the Big Book of Taxes 365 and the Big Book of Taxes, Webinar Edition.](https://help.countingworkspro.com/what-is-the-difference-between-the-big-book-of-taxes-365-and-the-big-book-of-taxes-seminar-edition)
- [How do I add a shortcut to the Big Book of Taxes on my desktop?](https://help.countingworkspro.com/how-do-i-add-a-shortcut-to-the-big-book-of-taxes-on-my-desktop)
- [How do I add a bookmark to Chrome?](https://help.countingworkspro.com/how-do-i-add-a-bookmark-to-chrome)
- [I can't find the Big Book of Taxes in my CountingWorks Learning Center account.](https://help.countingworkspro.com/i-cant-find-the-big-book-of-taxes-in-my-countingworks-learning-center-account)

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- [Getting Started with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro#main-content)

    - [Signing up with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro#signing-up-with-countingworks-pro)
    - [Choosing the right CountingWorks PRO plan](https://help.countingworkspro.com/getting-started-with-countingworks-pro#choosing-the-right-countingworks-pro-plan)
    - [CountingWorks PRO Pricing](https://help.countingworkspro.com/getting-started-with-countingworks-pro#countingworks-pro-pricing)
    - [Building my Website](https://help.countingworkspro.com/getting-started-with-countingworks-pro#building-my-website)
    - [CountingWorks PRO Onboarding Process](https://help.countingworkspro.com/getting-started-with-countingworks-pro#countingworks-pro-onboarding-process)
- [CountingWorks PRO 3.0](https://help.countingworkspro.com/countingworks-pro-3-0#main-content)

    - [General](https://help.countingworkspro.com/countingworks-pro-3-0#general)
    - [MAX AI](https://help.countingworkspro.com/countingworks-pro-3-0#max-ai)
    - [Website](https://help.countingworkspro.com/countingworks-pro-3-0#website)
    - [Reviews](https://help.countingworkspro.com/countingworks-pro-3-0#reviews)
    - [PracticeBot](https://help.countingworkspro.com/countingworks-pro-3-0#practicebot)
    - [Social Media](https://help.countingworkspro.com/countingworks-pro-3-0#social-media)
    - [Leads](https://help.countingworkspro.com/countingworks-pro-3-0#leads)
    - [Subscriber Lists](https://help.countingworkspro.com/countingworks-pro-3-0#subscriber-lists)
    - [Newsletters](https://help.countingworkspro.com/countingworks-pro-3-0#newsletters)
    - [Campaigns](https://help.countingworkspro.com/countingworks-pro-3-0#campaigns)
    - [ClientHub](https://help.countingworkspro.com/countingworks-pro-3-0#clienthub)
    - [Appointments](https://help.countingworkspro.com/countingworks-pro-3-0#appointments)
    - [Manage Team](https://help.countingworkspro.com/countingworks-pro-3-0#manage-team)
    - [AI Agents](https://help.countingworkspro.com/countingworks-pro-3-0#ai-agents)
    - [Client View](https://help.countingworkspro.com/countingworks-pro-3-0#client-view)
- [Portal 2.0](https://help.countingworkspro.com/portal-2-0#main-content)

    - [Getting Started](https://help.countingworkspro.com/portal-2-0#getting-started)
    - [Messages](https://help.countingworkspro.com/portal-2-0#messages)
    - [TeleAccountant](https://help.countingworkspro.com/portal-2-0#teleaccountant)
    - [Clients](https://help.countingworkspro.com/portal-2-0#clients)
    - [Social Media](https://help.countingworkspro.com/portal-2-0#social-media)
    - [Communications](https://help.countingworkspro.com/portal-2-0#communications)
    - [Leads](https://help.countingworkspro.com/portal-2-0#leads)
    - [Admin Users and Roles](https://help.countingworkspro.com/portal-2-0#admin-users-and-roles)
    - [Website](https://help.countingworkspro.com/portal-2-0#website)
    - [eSign](https://help.countingworkspro.com/portal-2-0#esign)
    - [Marketing Library](https://help.countingworkspro.com/portal-2-0#marketing-library)
    - [Appointment Scheduler](https://help.countingworkspro.com/portal-2-0#appointment-scheduler)
    - [Trello](https://help.countingworkspro.com/portal-2-0#trello)
    - [Blog Content](https://help.countingworkspro.com/portal-2-0#blog-content)
    - [Email Notifications](https://help.countingworkspro.com/portal-2-0#email-notifications)
    - [Marketplace](https://help.countingworkspro.com/portal-2-0#marketplace)
    - [Cancellation](https://help.countingworkspro.com/portal-2-0#cancellation)
    - [Miscellaneous Issues](https://help.countingworkspro.com/portal-2-0#miscellaneous-issues)
    - [Portal Client View](https://help.countingworkspro.com/portal-2-0#portal-client-view)
    - [2.0 System Performance](https://help.countingworkspro.com/portal-2-0#2-0-system-performance)
- [CountingWorks Learning Center](https://help.countingworkspro.com/countingworks-learning-center#main-content)

    - [Virtual Tax Update & Review Conference](https://help.countingworkspro.com/countingworks-learning-center#virtual-tax-update-review-conference)
    - [How do I take a course?](https://help.countingworkspro.com/countingworks-learning-center#how-do-i-take-a-course)
    - [Passwords and Settings](https://help.countingworkspro.com/countingworks-learning-center#passwords-and-settings)
    - [General Information](https://help.countingworkspro.com/countingworks-learning-center#general-information)
    - [ClientWhys Connect Tax Forum](https://help.countingworkspro.com/countingworks-learning-center#clientwhys-connect-tax-forum)
    - [Big Book of Taxes](https://help.countingworkspro.com/countingworks-learning-center#big-book-of-taxes)
- [Green Portal](https://help.countingworkspro.com/green-portal#main-content)

    - [Automated Newsletter](https://help.countingworkspro.com/green-portal#automated-newsletter)
    - [eSign](https://help.countingworkspro.com/green-portal#esign)
    - [Online Appointments & Reminders](https://help.countingworkspro.com/green-portal#online-appointments-reminders)
    - [Client Management](https://help.countingworkspro.com/green-portal#client-management)
    - [Improve Your Presence](https://help.countingworkspro.com/green-portal#improve-your-presence)
    - [Message Center](https://help.countingworkspro.com/green-portal#message-center)
    - [Professional View Portal](https://help.countingworkspro.com/green-portal#professional-view-portal)
    - [Tips & Tricks](https://help.countingworkspro.com/green-portal#tips-tricks)
    - [Domains](https://help.countingworkspro.com/green-portal#domains)
    - [Website Editor Plugins](https://help.countingworkspro.com/green-portal#website-editor-plugins)
    - [Website Editor](https://help.countingworkspro.com/green-portal#website-editor)
    - [Social Media](https://help.countingworkspro.com/green-portal#social-media)
    - [Admin Users and Roles](https://help.countingworkspro.com/green-portal#admin-users-and-roles)
    - [Security](https://help.countingworkspro.com/green-portal#security)
    - [Leads - Automated Lead Management](https://help.countingworkspro.com/green-portal#leads-automated-lead-management)
    - [Communication - Special Announcements](https://help.countingworkspro.com/green-portal#communication-special-announcements)
    - [Subscriber Management](https://help.countingworkspro.com/green-portal#subscriber-management)
    - [Client Alerts](https://help.countingworkspro.com/green-portal#client-alerts)
    - [Greetings](https://help.countingworkspro.com/green-portal#greetings)
    - [Portal Client View](https://help.countingworkspro.com/green-portal#portal-client-view)
- [TaxBuzz / CountingWorks](https://help.countingworkspro.com/taxbuzz-countingworks#main-content)

    - [TaxBuzz Ai](https://help.countingworkspro.com/taxbuzz-countingworks#taxbuzz-ai)
    - [Tools](https://help.countingworkspro.com/taxbuzz-countingworks#tools)
    - [Section Heading](https://help.countingworkspro.com/taxbuzz-countingworks#section-heading)
    - [Update Your Listing](https://help.countingworkspro.com/taxbuzz-countingworks#update-your-listing)
    - [Claim Your Listing](https://help.countingworkspro.com/taxbuzz-countingworks#claim-your-listing)
- [Rackspace Email Set Up](https://help.countingworkspro.com/rackspace-email-set-up#main-content)

    - [Leaving Rackspace](https://help.countingworkspro.com/rackspace-email-set-up#leaving-rackspace)
- [General](https://help.countingworkspro.com/general#main-content)

    - [System Status](https://help.countingworkspro.com/general#system-status)
    - [Announcements](https://help.countingworkspro.com/general#announcements)
    - [Billing](https://help.countingworkspro.com/general#billing)
    - [Managing My Account](https://help.countingworkspro.com/general#managing-my-account)
    - [Domains](https://help.countingworkspro.com/general#domains)
    - [Support and Technical Issues](https://help.countingworkspro.com/general#support-and-technical-issues)
    - [Email Security and Spam Warnings](https://help.countingworkspro.com/general#email-security-and-spam-warnings)
    - [ADA Compliance](https://help.countingworkspro.com/general#ada-compliance)
- [ADP](https://help.countingworkspro.com/adp#main-content)

    - [ADP Video Tutorials](https://help.countingworkspro.com/adp#adp-video-tutorials)
    - [Profile and Settings](https://help.countingworkspro.com/adp#profile-and-settings)
- [CW Employees](https://help.countingworkspro.com/cw-employees#main-content)

    - [Account Basics](https://help.countingworkspro.com/cw-employees#account-basics)
    - [Bugs](https://help.countingworkspro.com/cw-employees#bugs)
    - [Website Launching](https://help.countingworkspro.com/cw-employees#website-launching)

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