Help Center

Back to home

Help Center

CountingWorks PRO 3.0

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?

How to Enable Two-Factor Authentication

Setting up your workspace user settings

How to: Set up WebMail forwarding

Product Update - March 2025

CountingWorks Terms, Conditions, and Cancellation Policy

See more

MAX AI

How to: Use CountingWorks PRO and MAX to Respond to Client Inquiries Efficiently

How to: Use CountingWorks PRO to Extract and Analyze Client Financial Data

How to: Use CountingWorks PRO to Create Custom Engagement Letters

How to: Use CountingWorks PRO’s MAX AI to Write a Professional Biography

Website

How do I use the Form Builder?

How to Create a New Website or Landing Page

How to Go Live with a CountingWorks PRO Website or Landing Page

How to create your own blog article

How to request help with Design or Launching your website

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

How to enable/disable Audio Blogs

See more

Reviews

Asking for 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?

Export your email list from your tax software

Newsletters

How do I turn off the automated newsletter?

How to create automated newsletters

How do I edit the newsletter?

View/Edit Upcoming Email Newsletter

How to Unsubscribe from a Newsletter

Understanding Email Metrics in CountingWorks PRO 3.0

See more

Campaigns

How to create campaigns to send to your leads

Setting Up Automated Birthday Greetings

ClientHub

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 add/upload new clients

How to use Payments and Proposals

How to use Direct Payments

Setting up Stripe for Payments

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

How to: MAX Text-to-Voice

How Do I Add More eSign Credits?

How to: Utilize CountingWorks PRO E-sign

Time Tracking and Billing by the Hour in ClientHub Payments

Using Intake Forms

How To: Send E-Sign Reminders

How to: Add a Spouse or other collaborator to a ClientHub Account and Access Documents

How To: Add ClientHub as a Web App on your Phone

How To: Enable Automations for Intake Forms

Bulk Time Zone Updates for Clients

See more

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?

ClientHub Notification Settings

AI Agents

Understanding and Using AI Agents in CountingWorks PRO

Client View

Steps to Sign Into ClientHub for the First Time

How to Upload Documents for Your Tax or Accounting Professional via Client Hub