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
Add a New Client
This tutorial will show how to quickly add a new client to the portal.
Click into the gear box next to the search field in clients.
Click Add Client and follow the prompts.
You can use the quick start by just adding the first name, last name and email address, or you can fill in all of the detail for each client.
The portal can be used either as a full CRM system or for quickly creating secure conversations and documents.