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
Email Notifications from your Clients
This is a system generated notification integral to receiving essential communications that your clients submitted through the portal.
If you opt out or mark the email as spam, you will no longer receive these important notifications.
You can change the frequency of your communications in the portal by logging into portal.countingworkspro.com. These setting control how often you receive notifications for client uploads and messages.
- Click on Settings (top right)
- Click on the name listed under CW Hero
- Scroll down to Notifications From Your Clients
- Select your setting and click Save.
If you need to change your email address, please send an email request to firstname.lastname@example.org
If you are having deliverability issues, please add email@example.com as a safe sender.