--- title: Green Portal | Help Center description: Everything you need to know to use the CountingWorks PRO Green Portal. (portal.clientwhys.com) --- [Skip to content](https://help.countingworkspro.com/green-portal#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. [Green Portal](https://help.countingworkspro.com/green-portal) # Green Portal Everything you need to know to use the CountingWorks PRO Green Portal. (portal.clientwhys.com) - [Scheduled Maintenance and Important Platform Transition Update](https://help.countingworkspro.com/scheduled-maintenance-and-important-platform-transition-update) ## Automated Newsletter - [Make Changes to CountingWorks PRO’s Automated Newsletter](https://help.countingworkspro.com/how-do-i-pause-or-reschedule-the-auto-email-newsletter) - [View Upcoming Email Newsletter](https://help.countingworkspro.com/view-upcoming-email-newsletter) - [Setting Up the Call To Action Buttons on my Newsletter and Greetings](https://help.countingworkspro.com/setting-up-the-call-to-action-buttons-on-my-newsletter-and-greetings) - [The Newsletter Sign-Up Form - Opt-in](https://help.countingworkspro.com/the-newsletter-sign-up-form-opt-in) - [Creating a custom newsletter](https://help.countingworkspro.com/creating-a-custom-newsletter) - [Email Newsletter Tracking Statistics](https://help.countingworkspro.com/email-newsletter-tracking-statistics) - [Communication Newsletter Set Up](https://help.countingworkspro.com/communication-newsletter-set-up) - [Communication Overview](https://help.countingworkspro.com/how-do-i-send-the-monthly-newsletter-to-a-new-client-2) - [How do I send the monthly newsletter to a new client?](https://help.countingworkspro.com/how-do-i-send-the-monthly-newsletter-to-a-new-client-1) - [Automated Newsletter](https://help.countingworkspro.com/automated-newsletter) - [Add a New Client](https://help.countingworkspro.com/how-do-i-send-the-monthly-newsletter-to-a-new-client) See less ▼ ## eSign - [IRS Form 8879 KBA Version Now Available](https://help.countingworkspro.com/irs-form-8879-kba-version-now-available) - [Introducing eSign for CPAs, EAs and Tax Professionals](https://help.countingworkspro.com/introducing-esign-for-cpas-eas-and-tax-professionals) - [Sending Custom eSign Templates with Identity Verification](https://help.countingworkspro.com/sending-custom-esign-templates-with-identity-verification) - [eSign Signature Execution Tutorial](https://help.countingworkspro.com/esign-signature-execution-tutorial) - [eSign Custom Template Tutorial](https://help.countingworkspro.com/esign-custom-template-tutorial) - [eSign - Getting Started](https://help.countingworkspro.com/esign-getting-started) See less ▼ ## Online Appointments & Reminders - [Online Appointment Set Up for Google](https://help.countingworkspro.com/online-appointment-set-up-for-google) - [Due Date Reminders](https://help.countingworkspro.com/due-date-reminders) - [Online Appointment Set Up for Office 365](https://help.countingworkspro.com/online-appointment-set-up-for-office-365) - [How do I Cancel an Online Appointment?](https://help.countingworkspro.com/how-do-i-cancel-an-online-appointment) - [Google Calendar Sync and Microsoft Outlook Calendar](https://help.countingworkspro.com/google-calendar-sync-and-microsoft-outlook-calendar) - [Google Apps/GSuite and the Private iCal Link](https://help.countingworkspro.com/google-apps/gsuite-and-the-private-ical-link) - [Setting Appointments - Google](https://help.countingworkspro.com/setting-appointments-google) - [Setting Appointments - Office 365](https://help.countingworkspro.com/setting-appointments-office-365) See less ▼ ## Client Management - [Add a Spouse to the Client List](https://help.countingworkspro.com/add-a-spouse-to-the-client-list) - [How Do I Export My Client List](https://help.countingworkspro.com/how-do-i-export-my-client-list) - [Client List - Database Template](https://help.countingworkspro.com/client-list-database-template) - [Add a New Client](https://help.countingworkspro.com/add-a-new-client) - [Client Password Reset](https://help.countingworkspro.com/client-password-reset-1) - [Permanently Delete a Spouse from the Portal](https://help.countingworkspro.com/permanently-delete-a-spouse-from-the-portal) - [Permanently Delete a Client from the Portal](https://help.countingworkspro.com/permanently-delete-a-client-from-the-portal) - [Should I Delete or Archive a Client?](https://help.countingworkspro.com/should-i-delete-or-archive-a-client) See less ▼ ## Improve Your Presence - [A Guide to CountingWorks PRO’s ProScore](https://help.countingworkspro.com/what-is-the-countingworks-proscore) - [Share Your Expertise by Participating in Our Monthly Q&As](https://help.countingworkspro.com/share-your-expertise-by-participating-in-our-monthly-qas) - [What is the Take Two Review?](https://help.countingworkspro.com/what-is-the-take-two-review) ## Message Center - [Deleting Messages, Documents and Folders](https://help.countingworkspro.com/deleting-messages-documents-and-folders) - [Printing Messages From Portal](https://help.countingworkspro.com/printing-messages-from-portal) - [Send Secure Messages to Groups or All Clients](https://help.countingworkspro.com/send-secure-messages-to-groups-or-all-clients) - [Message Center Email Signature](https://help.countingworkspro.com/message-center-email-signature) - [Status and Types](https://help.countingworkspro.com/status-and-types) - [Assigning and Task Collaboration](https://help.countingworkspro.com/assigning-and-task-collaboration) - [Bulk Message Center Status Update](https://help.countingworkspro.com/bulk-message-center-status-update) See less ▼ ## Professional View Portal - [Setting Up the Send a Referral Page](https://help.countingworkspro.com/setting-up-the-send-a-referral-page) - [Starting a secure conversation](https://help.countingworkspro.com/starting-a-secure-conversation) - [Client Portal Notes](https://help.countingworkspro.com/client-portal-notes) - [CountingWorks PRO Green Portal Preferences and Settings](https://help.countingworkspro.com/countingworks-pro-green-portal-preferences-and-settings) - [Global File Purger](https://help.countingworkspro.com/global-file-purger) - [How do I rename a file?](https://help.countingworkspro.com/how-do-i-rename-a-file) - [Using Tags to organize documents](https://help.countingworkspro.com/using-tags-to-organize-documents) - [Dashboard Activity Feed](https://help.countingworkspro.com/dashboard-activity-feed) - [Add a Professional Headshot Portrait](https://help.countingworkspro.com/add-a-professional-headshot-portrait) - [Professional Portal Welcome Overview Video](https://help.countingworkspro.com/professional-portal-welcome-overview-video) See less ▼ ## Tips & Tricks - [Font Size Tool Added to Text Editor](https://help.countingworkspro.com/font-size-tool-added-to-text-editor) - [Adding Content Feed Java Script to Word Press](https://help.countingworkspro.com/adding-content-feed-java-script-to-word-press) - [Content Feed - CSS Style Guide](https://help.countingworkspro.com/content-feed-css-style-guide) - [Google Analytics Bot and Spider Report Filtering](https://help.countingworkspro.com/google-analytics-bot-and-spider-report-filtering) ## Domains - [How do I switch my email to Google or Office 365?](https://help.countingworkspro.com/how-do-i-switch-my-email-to-google-or-office-365) ## Website Editor Plugins - [Google Map Plugin](https://help.countingworkspro.com/google-map-plugin) - [Review Plug-in](https://help.countingworkspro.com/review-plug-in) - [Website Overlay Plug-In](https://help.countingworkspro.com/website-overlay-plug-in) - [Let's Talk Website Overlay Tool](https://help.countingworkspro.com/lets-talk-website-overlay-tool) ## Website Editor - [How do I add a PDF hyperlink to an article?](https://help.countingworkspro.com/how-do-i-add-a-pdf-hyperlink-to-an-article-wendy-claypool-avatar-written-by-wendy-claypool) - [How do I change the order of my website pages?](https://help.countingworkspro.com/how-do-i-change-the-order-of-my-website-pages) - [Site Editor Welcome Message](https://help.countingworkspro.com/site-editor-welcome-message) - [Adding footer disclosur](https://help.countingworkspro.com/adding-footer-disclosur) - [How Do I Add Authorize.net Payments To My Website?](https://help.countingworkspro.com/how-do-i-add-authorize.net-payments-to-my-website) - [How Do I Add PayPal Payments To My Website?](https://help.countingworkspro.com/how-do-i-add-paypal-payments-to-my-website) - [Website Plugins](https://help.countingworkspro.com/website-plugins) - [Enable Top Nav Bar Plugin](https://help.countingworkspro.com/enable-top-nav-bar-plugin) - [Editor Image Upload Option](https://help.countingworkspro.com/editor-image-upload-option) - [Website page editor](https://help.countingworkspro.com/website-page-editor) - [Website Navigation Set Up](https://help.countingworkspro.com/website-navigation-set-up) - [Website Custom Color Selection](https://help.countingworkspro.com/website-custom-color-selection) - [Website color scheme](https://help.countingworkspro.com/website-color-scheme) - [Adding logo to website header](https://help.countingworkspro.com/adding-logo-to-website-header) - [Primary Presentation](https://help.countingworkspro.com/primary-presentation) - [Homepage Design and Plugins](https://help.countingworkspro.com/homepage-design-and-plugins) - [Home page layout and design basics](https://help.countingworkspro.com/home-page-layout-and-design-basics) See less ▼ ## Social Media - [Social Media Set Up: Facebook and LinkedIn](https://help.countingworkspro.com/social-media-set-up-facebook-twitter-and-linkedin) - [Facebook App Permissions Reconfirmation Required Every 90 Days](https://help.countingworkspro.com/facebook-app-permissions-reconfirmation-required-every-90-days) ## Admin Users and Roles - [Are You Having Trouble Signing in?](https://help.countingworkspro.com/are-you-having-trouble-signing-in) - [Admin Locked Out of Portal](https://help.countingworkspro.com/admin-locked-out-of-portal) - [Hero Admin Account CC Function on Messages](https://help.countingworkspro.com/hero-admin-account-cc-function-on-messages) - [Assigning Admin Rights to Employees](https://help.countingworkspro.com/assigning-admin-rights-to-employees) ## Security - [Security - Portal](https://help.countingworkspro.com/security-portal) - [reCaptcha V3 added to website forms](https://help.countingworkspro.com/recaptcha-v3-added-to-website-forms) ## Leads - Automated Lead Management - [Blog Article Conversion Tool](https://help.countingworkspro.com/blog-article-conversion-tool) - [Nurture Lead Campaign Track Sent Messages](https://help.countingworkspro.com/nurture-lead-campaign-track-sent-messages) - [Leads Tool Introductory Tutorial](https://help.countingworkspro.com/leads-tool-introductory-tutorial) - [Leads Introduction Tutorial](https://help.countingworkspro.com/leads-introduction-tutorial) - [Lead List Database Template](https://help.countingworkspro.com/lead-list-database-template) - [Lead List Database Import](https://help.countingworkspro.com/lead-list-database-import) See less ▼ ## Communication - Special Announcements - [Rebuilding for the Future: Legacy Platform Sunset & Transition to CountingWorks PRO 3.0](https://help.countingworkspro.com/rebuilding-for-the-future-legacy-platform-sunset-transition-to-countingworks-pro-3.0) - [Coronavirus Disease Emergency Announcement](https://help.countingworkspro.com/coronavirus-disease-emergency-announcement) - [How Do I Find and Send the Coronavirus Email Template](https://help.countingworkspro.com/how-do-i-find-and-send-the-coronavirus-email-template) ## Subscriber Management - [Email List Database Import - Database Template](https://help.countingworkspro.com/email-list-database-import-database-template) - [What happens if I import duplicate email addresses?](https://help.countingworkspro.com/what-happens-if-i-import-duplicate-email-addresses) - [How Do I Export My Email Subscriber List](https://help.countingworkspro.com/how-do-i-export-my-email-subscriber-list) - [Newsletter Subscriber List Maintenance](https://help.countingworkspro.com/newsletter-subscriber-list-maintenance) - [Email List Database Import](https://help.countingworkspro.com/email-list-database-import) ## Client Alerts - [Client Alerts](https://help.countingworkspro.com/client-alerts) ## Greetings - [Automated Birthday eCard](https://help.countingworkspro.com/greetings) - [Review Request E-mail Set up](https://help.countingworkspro.com/review-request-e-mail-set-up) - [Facebook "Like" E-mail Set Up Instructions](https://help.countingworkspro.com/facebook-like-e-mail-set-up-instructions) ## Portal Client View - [Client View Tutorial](https://help.countingworkspro.com/client-view-tutorial-1) - [Client View Portal Tutorial](https://help.countingworkspro.com/client-view-portal-tutorial-1) - [Client Password Setup](https://help.countingworkspro.com/client-password-setup-1) - [Client View Welcome Tutorial](https://help.countingworkspro.com/client-view-welcome-tutorial-1) - [Anonymous Uploads](https://help.countingworkspro.com/anonymous-uploads-1) - [Client Tutorial Video](https://help.countingworkspro.com/client-tutorial-video-1) See less ▼ - [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) - [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.