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CountingWorks PRO 3.0
Getting Started with CountingWorks PRO
Signing up with CountingWorks PRO
Choosing the right CountingWorks PRO plan
CountingWorks PRO Pricing
Building my Website
CountingWorks PRO Onboarding Process
CountingWorks PRO 3.0
General
Website
Reviews
PracticeBot
Social Media
Leads
Subscriber Lists
Newsletters
Campaigns
ClientHub
Appointments
Manage Team
Portal 2.0
Getting Started
Messages
TeleAccountant
Clients
Social Media
Communications
Leads
Admin Users and Roles
Website
eSign
Marketing Library
Appointment Scheduler
Trello
Blog Content
Email Notifications
Marketplace
Cancellation
Miscellaneous Issues
Portal Client View
2.0 System Performance
CountingWorks Learning Center
Virtual Tax Update & Review Conference
How do I take a course?
Passwords and Settings
General Information
ClientWhys Connect Tax Forum
Big Book of Taxes
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
TaxBuzz / CountingWorks
TaxBuzz Ai
Tools
Section Heading
Update Your Listing
Claim Your Listing
Rackspace Email Set Up
General
System Status
Billing
Managing My Account
Domains
Support and Technical Issues
Email Security and Spam Warnings
ADA Compliance
ADP
ADP Video Tutorials
Profile and Settings
Back to home
Help Center
CountingWorks PRO 3.0
Getting Started with CountingWorks PRO
Signing up with CountingWorks PRO
Choosing the right CountingWorks PRO plan
CountingWorks PRO Pricing
Building my Website
CountingWorks PRO Onboarding Process
CountingWorks PRO 3.0
General
Website
Reviews
PracticeBot
Social Media
Leads
Subscriber Lists
Newsletters
Campaigns
ClientHub
Appointments
Manage Team
Portal 2.0
Getting Started
Messages
TeleAccountant
Clients
Social Media
Communications
Leads
Admin Users and Roles
Website
eSign
Marketing Library
Appointment Scheduler
Trello
Blog Content
Email Notifications
Marketplace
Cancellation
Miscellaneous Issues
Portal Client View
2.0 System Performance
CountingWorks Learning Center
Virtual Tax Update & Review Conference
How do I take a course?
Passwords and Settings
General Information
ClientWhys Connect Tax Forum
Big Book of Taxes
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
TaxBuzz / CountingWorks
TaxBuzz Ai
Tools
Section Heading
Update Your Listing
Claim Your Listing
Rackspace Email Set Up
General
System Status
Billing
Managing My Account
Domains
Support and Technical Issues
Email Security and Spam Warnings
ADA Compliance
ADP
ADP Video Tutorials
Profile and Settings
CountingWorks PRO 3.0
Our newest platform (app.countingworkspro.com)
General
Videos - Getting Started in 3.0
3.0 New Features and Bug Fixes
How do I update my profile picture?
What is your Custom Copy program?
What are Blog+ Content Briefs?
What is TaxBuzz "Get Quoted"?
How to Enable Two-Factor Authentication
See more
Website
How to Launch Your Website or Landing Page
How to create your own blog article
How to request help with Design or Launching your website
How to Create a New Website or Landing Page
How do I use the Form Builder?
How to update your website contact information
Website Branding: Updating Logo, Favicon, and Color Scheme
Customizing your website's main menu navigation
Adding or removing web pages on your website
See more
Reviews
Connecting your TaxBuzz/CountingWorks listings to monitor reviews
PracticeBot
How to setup and utilize PracticeBot
Social Media
How to connect your social media for auto-posting
Understanding Content Syndication and How CountingWorks PRO Handles It
Leads
How to add leads to your website
Subscriber Lists
How to create a new subscriber list
Why should I create subscriber lists?
Export your email list from your tax software
Newsletters
How to create automated newsletters
How do I edit the newsletter?
How do I turn off the automated newsletter?
View/Edit Upcoming Email Newsletter
Campaigns
How to create campaigns to send to your leads
Setting Up Automated Birthday Greetings
ClientHub
How to add/upload new clients
How to use Payments and Proposals
How to use Direct Payments
Setting up Stripe for Payments
How to upload files to a client's account
How to add the ClientHub login to your website or page
How to create To-Dos and assign due dates to your clients
How to create folders/subfolders in a client's account
How to chat with your clients
How to connect Toggl Time Tracking
Accept Credit Card and ACH Payments Online by Adding Stripe
ClientHub - WorkFlow: Definitions
ClientHub - WorkFlow: Setting Up Automations
Using inline AI Co-Pilot
Using Variable Data in Forms and Templates
2FA - Two Factor Authentication
See more
Appointments
How to add Outlook Calendar appointments to your website
How to add Google Calendar appointments to your website
Manage Team
How do I add/remove staff?
Social Media