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Help Center

Green Portal

Green Portal

Everything you need to know to use the CountingWorks PRO Green Portal. (portal.clientwhys.com)

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

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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

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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?

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Improve Your Presence

A Guide to CountingWorks PRO’s ProScore

Share Your Expertise by Participating in Our Monthly Q&As

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

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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

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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

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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

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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

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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

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