- Help Center
- Green Portal
- Professional View Portal
-
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
Client Portal Notes
The notes tool allows you to keep a record of conversations and internal notes for each client. The notes are not visible to clients and can only be viewed internally. Use the notes tool for missing information, record summaries of client conversations or any other approach you like.
Client Portal Notes from Lee Reams on Vimeo.