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Green Portal
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
Green Portal
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
Green Portal
Everything you need to know to use the CountingWorks PRO Green Portal. (portal.clientwhys.com)
Automated Newsletter
View Upcoming Email Newsletter
Setting Up the Call To Action Buttons on my Newsletter and Greetings
The Newsletter Sign-Up Form - Opt-in
Creating a custom newsletter
How do I Pause or Reschedule the Auto Email Newsletter?
Email Newsletter Tracking Statistics
Communication Newsletter Set Up
Communication Overview
How do I send the monthly newsletter to a new client?
Automated Newsletter
Add a New Client
See more
eSign
Introducing eSign for CPAs, EAs and Tax Professionals
Sending Custom eSign Templates with Identity Verification
eSign Signature Execution Tutorial
eSign Custom Template Tutorial
eSign - Getting Started
IRS Form 8879 KBA Version Now Available
See more
Online Appointments & Reminders
Online Appointment Set Up for Google
Due Date Reminders
Online Appointment Set Up for Office 365
How do I Cancel an Online Appointment?
Google Calendar Sync and Microsoft Outlook Calendar
Google Apps/GSuite and the Private iCal Link
Setting Appointments - Google
Setting Appointments - Office 365
See more
Client Management
Add a Spouse to the Client List
How Do I Export My Client List
Client List - Database Template
Add a New Client
Client Password Reset
Permanently Delete a Spouse from the Portal
Permanently Delete a Client from the Portal
Should I Delete or Archive a Client?
See more
Improve Your Presence
Share Your Expertise by Participating in Our Monthly Q&As
What is the CountingWorks ProScore?
What is the Take Two Review?
Message Center
Deleting Messages, Documents and Folders
Send Secure Messages to Groups or All Clients
Status and Types
Assigning and Task Collaboration
Bulk Message Center Status Update
Printing Messages From Portal
Message Center Email Signature
See more
Professional View Portal
Setting Up the Send a Referral Page
Client Portal Notes
CountingWorks PRO Green Portal Preferences and Settings
Global File Purger
How do I rename a file?
Using Tags to organize documents
Dashboard Activity Feed
Add a Professional Headshot Portrait
Professional Portal Welcome Overview Video
Starting a secure conversation
See more
Tips & Tricks
Font Size Tool Added to Text Editor
Adding Content Feed Java Script to Word Press
Content Feed - CSS Style Guide
Google Analytics Bot and Spider Report Filtering
Domains
How do I switch my email to Google or Office 365?
Website Editor Plugins
Google Map Plugin
Review Plug-in
Website Overlay Plug-In
Let's Talk Website Overlay Tool
Website Editor
How do I add a PDF hyperlink to an article?
How do I change the order of my website pages?
Site Editor Welcome Message
Adding footer disclosur
How Do I Add Authorize.net Payments To My Website?
How Do I Add PayPal Payments To My Website?
Website Plugins
Enable Top Nav Bar Plugin
Editor Image Upload Option
Website page editor
Website Navigation Set Up
Website Custom Color Selection
Website color scheme
Adding logo to website header
Primary Presentation
Homepage Design and Plugins
Home page layout and design basics
See more
Social Media
Social Media Set Up: Facebook and LinkedIn
Facebook App Permissions Reconfirmation Required Every 90 Days
Admin Users and Roles
Are You Having Trouble Signing in?
Admin Locked Out of Portal
Hero Admin Account CC Function on Messages
Assigning Admin Rights to Employees
Security
Security - Portal
reCaptcha V3 added to website forms
Leads - Automated Lead Management
Blog Article Conversion Tool
Nurture Lead Campaign Track Sent Messages
Leads Tool Introductory Tutorial
Leads Introduction Tutorial
Lead List Database Template
Lead List Database Import
See more
Communication - Special Announcements
Coronavirus Disease Emergency Announcement
How Do I Find and Send the Coronavirus Email Template
Subscriber Management
Email List Database Import - Database Template
What happens if I import duplicate email addresses?
How Do I Export My Email Subscriber List
Newsletter Subscriber List Maintenance
Email List Database Import
See more
Client Alerts
Client Alerts
Greetings
Automated Birthday eCard
Review Request E-mail Set up
Facebook "Like" E-mail Set Up Instructions
Portal Client View
Client View Tutorial
Client View Portal Tutorial
Client Password Setup
Client View Welcome Tutorial
Anonymous Uploads
Client Tutorial Video
See more
Social Media