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 an online course?
To begin a course, click on the course name found in your account under Courses To Do, scroll down and begin with the first module, Step 1, Course Material Lesson 1. Once you have successfully completed the first lesson, please click Next Module (located on the upper right corner) to continue to the review questions, proceed until you complete all of the modules including the survey.
After successfully completing ALL modules including the lessons, review questions, final exam 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).
You will not be able to review your correct/incorrect answers to the final exam questions until you successfully pass the final exam. However, you may take the exam online as many times as it takes in order to pass successfully. The passing grade for a final exam is a score of 70 percent or higher.
Start with the First Lesson
Once you have successfully completed the first lesson, please click Next Module (located on the upper right corner) to continue to the review questions.
You will see a green check mark next to each completed module. To receive your CPE you must complete all of the modules within the course. Once complete your certificate will be available in the Achievements tab. Note for Bundle packages, the Achievements tab will be located in the menu on the left side of the screen.