- Help Center
- Green Portal
- Client Management
-
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 Export My Client List
Login to your ClientWhys Admin at portal.clientwhys.com
Click on the Client tab
![](https://customer-success-team-2a70681c0d07.intercom-attachments-1.com/i/o/229899028/95a5402217a05f0b12692473/clienttab.png)
Click on the Gear and select Export Client List
![](https://customer-success-team-2a70681c0d07.intercom-attachments-1.com/i/o/229899035/714fad7543b0262f68d6579c/Exportclientlist.png)
The format of the export is a .csv file (comma delimited file) and will include the following fields -
-
First Name
-
Last Name
-
Company
-
Email
-
Address
-
Address2
-
City
-
State
-
ZIP
-
Phone
-
Mobile
-
Birthday
-
Spouse First Name
-
Spouse Last Name
Click here for instructions on exporting your email subscriber lists.