Learn to Upload a Client List in CountingWorks PRO

Uploading a client list is essential to using many of the tools within the portal from sending out the automated monthly newsletters to granting your clients access to upload/download files through your portal system. Here is a template of what data can be uploaded into the database.

If you already have clients in your existing Portal and plan to upload a new list, our system will prevent duplicates by cross-referencing the information.