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CountingWorks PRO 3.0

CountingWorks PRO 3.0

Our newest platform (app.countingworkspro.com)

CountingWorks PRO Status

CountingWorks Pro 3.0 Status

General

How do I update my profile picture?

What is your Custom Copy program?

What are Blog+ Content Briefs?

What is TaxBuzz "Get Quoted"?

Website

How to Launch Your Website or Landing Page

How to request help with Design or Launching your website

How to Create a New Website or Landing Page

How to create your own blog article

How do I use the Form Builder?

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Reviews

Connecting your TaxBuzz/CountingWorks listings to monitor reviews

PracticeBot

How to setup and utilize PracticeBot

Leads

How to add leads to your website

Subscriber Lists

How to create a new subscriber list

Why should I create subscriber lists?

Newsletters

How to create automated newsletters

How do I edit the newsletter?

How do I turn off the automated newsletter?

Campaigns

How to create campaigns to send to your leads

ClientHub

How to upload files to a client's account

How to use Direct Payments

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 add/upload new clients

Setting up Stripe for Payments

How to connect Toggl Time Tracking

How to use Payments and Proposals

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Appointments

How to add Google Calendar appointments to your website

How to add Outlook Calendar appointments to your website

Manage Team

How do I add/remove staff?