Getting Started with CountingWorks PRO
CountingWorks PRO 3.0
CountingWorks Learning Center
- Automated Newsletter
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Portal Client View
TaxBuzz / CountingWorks
Rackspace Email Set Up
How do I complete a webinar?
To begin a webinar, click on the course name, scroll down and click on the first module.
First, you may want to download the course PDF so you can follow along with the instructor. The downloadable PDF can be found in the Additional Reference tab within the course. After you have downloaded the material, click on Modules to continue with the webinar.
Once you have completed the webinar, please click Next Module (located on the upper right corner) to continue to the polling questions.
To receive your CPE you must answer the polling questions that were provided within the webinar with a score of 100% and complete the survey.
After successfully completing ALL of the modules including the webinar, polling questions and survey, your certificate will be available to print in the Achievements tab found within the course or in your main account under Achievements (trophy icon).