- Help Center
- Portal 2.0
- Getting Started
-
Getting Started with CountingWorks PRO
-
CountingWorks PRO 3.0
-
Portal 2.0
-
CountingWorks Learning Center
-
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
-
Rackspace Email Set Up
-
General
-
ADP
How do I change my Portal Login Email/Password/Security Question
You can change this by logging into the portal at portal.countingworkspro.com.
Once logged in, click on your name at the top right, and in the dropdown, click on settings. Once in there, scroll down to Users, then find your name and click it.
Change Portal Login Email/Password/Security Question:
In the Security section, you will see a field titled Login ID, you can update your login email, password or security question there. Make sure to update any password keepers or autofill services to match what you have changed.