--- title: CountingWorks PRO 3.0 | Help Center description: Our newest platform (app.countingworkspro.com) --- [Skip to content](https://help.countingworkspro.com/countingworks-pro-3-0#main-content) English Show submenu for translations ![countingworks-pro-logo](https://help.countingworkspro.com/hs-fs/hubfs/countingworks-pro-logo.png?width=400&height=56&name=countingworks-pro-logo.png) Open main navigation Close main navigation - English Show submenu for translations - Go to countingworkspro.com Go to countingworkspro.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.countingworkspro.com/) 2. [CountingWorks PRO 3.0](https://help.countingworkspro.com/countingworks-pro-3-0) # CountingWorks PRO 3.0 Our newest platform (app.countingworkspro.com) ## General - [Videos - Getting Started in 3.0](https://help.countingworkspro.com/3.0-training-videos) - [3.0 New Features and Bug Fixes](https://help.countingworkspro.com/3.0-new-features-and-bug-fixes) - [How do I update my profile picture?](https://help.countingworkspro.com/how-do-i-update-my-profile-picture) - [What are Blog+ Content Briefs?](https://help.countingworkspro.com/what-are-blog-content-briefs) - [How to Enable Two-Factor Authentication](https://help.countingworkspro.com/how-to-enable-two-factor-authentication) - [Setting up your workspace user settings](https://help.countingworkspro.com/setting-up-your-workspace-user-settings) - [How to: Set up WebMail forwarding](https://help.countingworkspro.com/how-to-set-up-webmail-forwarding) - [Product Update - March 2025](https://help.countingworkspro.com/product-update-march-2025) - [CountingWorks Terms, Conditions, and Cancellation Policy](https://help.countingworkspro.com/countingworks-terms-conditions-and-cancellation-policy) See less ▼ ## MAX AI - [MAX Skills: Onboard Client & Track Document](https://help.countingworkspro.com/max-skills-onboard-client-track-document) - [Using Client Intelligence in MAX](https://help.countingworkspro.com/using-client-intelligence-in-max) - [Video: All About MAX Intelligence Skills](https://help.countingworkspro.com/video-all-about-max-intelligence-skills) - [Understanding MAX AI and Client Data Security in CountingWorks PRO](https://help.countingworkspro.com/understanding-max-ai-and-client-data-security-in-countingworks-pro) - [How to: Use CountingWorks PRO and MAX to Respond to Client Inquiries Efficiently](https://help.countingworkspro.com/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](https://help.countingworkspro.com/how-to-use-countingworks-pro-to-extract-and-analyze-client-financial-data) - [How to: Use CountingWorks PRO to Create Custom Engagement Letters](https://help.countingworkspro.com/how-to-use-countingworks-pro-to-create-custom-engagement-letters) - [How to: Use CountingWorks PRO’s MAX AI to Write a Professional Biography](https://help.countingworkspro.com/how-to-use-countingworks-pros-max-ai-to-write-a-professional-biography) - [AI Blog Automation](https://help.countingworkspro.com/blog-automation) See less ▼ ## Website - [How to Grant Domain Access for Your Website Launch](https://help.countingworkspro.com/how-to-grant-domain-access-for-your-website-launch-) - [How to update your website contact information](https://help.countingworkspro.com/how-to-update-your-website-contact-information) - [Website Branding: Updating Logo, Favicon, and Color Scheme](https://help.countingworkspro.com/website-branding-updating-logo-favicon-and-color-scheme) - [Customizing your website's main menu navigation](https://help.countingworkspro.com/customizing-your-website-main-menu-navigation) - [Adding or removing web pages on your website](https://help.countingworkspro.com/adding-or-removing-web-pages-on-your-website) - [How to enable/disable Audio Blogs](https://help.countingworkspro.com/audio-blog-setup) - [Using Landing Pages to Generate Leads](https://help.countingworkspro.com/using-landing-pages-to-generate-leads) - [Landing Page Use Cases](https://help.countingworkspro.com/landing-page-use-cases) - [Creating a Team Page for your website](https://help.countingworkspro.com/creating-a-team-page-for-your-website) - [How do I use the Form Builder?](https://help.countingworkspro.com/how-do-i-use-the-form-builder) - [How to Create a New Website or Landing Page](https://help.countingworkspro.com/how-to-create-a-new-website-or-landing-page) - [How to Go Live with a CountingWorks PRO Website or Landing Page](https://help.countingworkspro.com/how-to-launch-your-website-or-landing-page) - [How to create your own blog article](https://help.countingworkspro.com/how-to-create-your-own-blog-article) - [How to request help with Design or Launching your website](https://help.countingworkspro.com/how-to-request-help-with-design-or-launching-your-website) See less ▼ ## Reviews - [How to Integrate Google Reviews on your website](https://help.countingworkspro.com/how-to-integrate-google-reviews-on-your-website) - [Asking for Reviews & Connecting your TaxBuzz/CountingWorks listings to monitor reviews](https://help.countingworkspro.com/connecting-your-taxbuzz/countingworks-listings-to-monitor-reviews) ## PracticeBot - [How to setup and utilize PracticeBot](https://help.countingworkspro.com/how-to-setup-and-utilize-practicebot) ## Social Media - [Understanding Content Syndication and How CountingWorks PRO Handles It](https://help.countingworkspro.com/understanding-content-syndication-and-how-countingworks-pro-handles-it) - [How to connect your social media for auto-posting](https://help.countingworkspro.com/how-to-connect-your-social-media-for-auto-posting) ## Leads - [How to add leads to your website](https://help.countingworkspro.com/how-to-add-leads-to-your-website) ## Subscriber Lists - [How to create a new subscriber list](https://help.countingworkspro.com/how-to-create-a-new-subscriber-list) - [Export your email list from your tax software](https://help.countingworkspro.com/export-your-email-list-from-your-tax-software) - [Why should I create subscriber lists?](https://help.countingworkspro.com/why-should-i-create-subscriber-lists) ## Newsletters - [View/Edit Upcoming Email Newsletter](https://help.countingworkspro.com/view-edit-upcoming-email-newsletter) - [How to Unsubscribe from a Newsletter](https://help.countingworkspro.com/how-to-unsubscribe-from-a-newsletter) - [Understanding Email Metrics in CountingWorks PRO 3.0](https://help.countingworkspro.com/understanding-email-metrics-in-countingworks-pro-3.0) - [How to Create an Individual (Custom) Newsletter](https://help.countingworkspro.com/how-to-create-an-individual-custom-newsletter) - [How do I turn off the automated newsletter?](https://help.countingworkspro.com/how-do-i-turn-off-the-automated-newsletter) - [How to create automated newsletters](https://help.countingworkspro.com/how-to-create-automated-newsletters) - [How do I edit the newsletter?](https://help.countingworkspro.com/how-do-i-edit-the-newsletter) See less ▼ ## Campaigns - [How to create campaigns to send to your leads](https://help.countingworkspro.com/how-to-create-campaigns-to-send-to-your-leads) - [Setting Up Automated Birthday Greetings](https://help.countingworkspro.com/setting-up-automated-birthday-greetings) ## ClientHub - [Marketing Playbook Walkthrough – Reverse Mortgage Education & Advisory](https://help.countingworkspro.com/marketing-playbook-walkthrough-reverse-mortgage-education-advisory) - [Accept Credit Card and ACH Payments Online by Adding Stripe](https://help.countingworkspro.com/accept-credit-card-payments-online-by-adding-stripe) - [ClientHub - WorkFlow: Definitions](https://help.countingworkspro.com/clienthub-workflow-definitions) - [ClientHub - WorkFlow: Setting Up Automations](https://help.countingworkspro.com/clienthub-workflow-setting-up-automations) - [Using inline AI Co-Pilot](https://help.countingworkspro.com/using-inline-ai-co-pilot) - [Using Variable Data in Forms and Templates](https://help.countingworkspro.com/using-variable-data-in-forms-and-templates) - [2FA - Two Factor Authentication](https://help.countingworkspro.com/2fa-two-factor-authentication) - [How to: MAX Text-to-Voice](https://help.countingworkspro.com/how-to-max-text-to-voice) - [How Do I Add More eSign Credits?](https://help.countingworkspro.com/how-do-i-add-more-esign-credits) - [How to: Utilize CountingWorks PRO E-sign](https://help.countingworkspro.com/how-to-utilize-countingworks-pro-e-sign) - [Time Tracking and Billing by the Hour in ClientHub Payments](https://help.countingworkspro.com/time-tracking-and-billing-by-the-hour-in-clienthub-payments) - [Using Intake Forms](https://help.countingworkspro.com/using-intake-forms) - [How To: Send E-Sign Reminders](https://help.countingworkspro.com/how-to-send-e-sign-reminders) - [How to: Add a Spouse or other collaborator to a ClientHub Account and Access Documents](https://help.countingworkspro.com/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](https://help.countingworkspro.com/how-to-add-clienthub-as-a-web-app-on-your-phone) - [How To: Enable Automations for Intake Forms](https://help.countingworkspro.com/how-to-enable-automations-for-intake-forms) - [Bulk Time Zone Updates for Clients](https://help.countingworkspro.com/bulk-time-zone-updates-for-clients) - [Bulk Client Assignment & Tag-Based Segmentation](https://help.countingworkspro.com/bulk-client-assignment-tag-based-segmentation) - [Playbooks](https://help.countingworkspro.com/playbooks) - [eSignature Compliance Policy for Form 8879](https://help.countingworkspro.com/esignature-compliance-policy-for-form-8879) - [ROI Playbook Summary and Setup](https://help.countingworkspro.com/roi-playbook-summary-and-setup) - [How MAX AI Generates Suggested Pricing for Proposals](https://help.countingworkspro.com/how-max-ai-generates-suggested-pricing-for-proposals) - [How to Operationalize Proposals in MAX](https://help.countingworkspro.com/how-to-operationalize-proposals-in-max) - [Using Tags in CountingWorks Pro 3.0](https://help.countingworkspro.com/using-tags-in-countingworks-pro-3.0) - [Introducing File AI Summary — Powered by MAX](https://help.countingworkspro.com/introducing-file-ai-summary-powered-by-max) - [How to create To-Dos and assign due dates to your clients](https://help.countingworkspro.com/how-to-create-to-dos-and-assign-due-dates-to-your-clients) - [How to upload files to a client's account](https://help.countingworkspro.com/how-to-upload-files-to-a-clients-account) - [How to add the ClientHub login to your website or page](https://help.countingworkspro.com/how-to-add-the-clienthub-login-to-your-website-or-page) - [How to create folders/subfolders in a client's account](https://help.countingworkspro.com/how-to-create-folders/subfolders-in-a-clients-account) - [How to chat with your clients](https://help.countingworkspro.com/how-to-chat-with-your-clients) - [How to add/upload new clients](https://help.countingworkspro.com/how-to-add/upload-new-clients) - [How to use Payments and Proposals](https://help.countingworkspro.com/how-to-use-payments-and-proposals) - [How to use Direct Payments](https://help.countingworkspro.com/how-to-utilize-direct-payments) - [Setting up Stripe for Payments](https://help.countingworkspro.com/setting-up-stripe-for-payments) - [How to connect Toggl Time Tracking](https://help.countingworkspro.com/how-to-connect-toggl-time-tracking) See less ▼ ## Appointments - [Onboarding: Integrating Outlook with CountingWorks PRO](https://help.countingworkspro.com/integrating-outlook-with-countingworks-pro) - [Onboarding: How to add Google Calendar appointments to your website](https://help.countingworkspro.com/how-to-add-google-calendar-appointments-to-your-website) ## Manage Team - [ClientHub Notification Settings](https://help.countingworkspro.com/countingworks-pro-3.0-notification-rules) - [How do I add/remove staff?](https://help.countingworkspro.com/how-do-i-add-remove-staff) ## AI Agents - [Using the MAX Growth and Prospecting Agent](https://help.countingworkspro.com/using-the-max-growth-and-prospecting-agent) - [Understanding and Using AI Agents in CountingWorks PRO](https://help.countingworkspro.com/understanding-and-using-ai-agents-in-countingworks-pro) ## Client View - [Steps to Sign Into ClientHub for the First Time](https://help.countingworkspro.com/steps-to-sign-into-clienthub-for-the-first-time) - [How to Upload Documents for Your Tax or Accounting Professional via Client Hub](https://help.countingworkspro.com/how-to-upload-documents-for-your-tax-or-accounting-professional-via-client-hub) ## Marketing Library - [Accessing the CountingWorks PRO Marketing Library](https://help.countingworkspro.com/accessing-the-countingworks-pro-marketing-library) - [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) - [Marketing Library](https://help.countingworkspro.com/countingworks-pro-3-0#marketing-library) - [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) [![Chill listening crop-3](https://help.countingworkspro.com/hs-fs/hubfs/CountingWorks_Pro_Stacked_180w-(1)a.png?width=83&height=32&name=CountingWorks_Pro_Stacked_180w-(1)a.png "Chill listening crop-3")](https://www.countingworkspro.com/) countingworkspro.com Help Center Copyright © 2026, CountingWorks, Inc.