- Help Center
- Green Portal
- Automated Newsletter
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Getting Started with CountingWorks PRO
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CountingWorks PRO 3.0
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Portal 2.0
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CountingWorks Learning Center
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TaxBuzz / CountingWorks
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Rackspace Email Set Up
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General
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ADP
How do I send the monthly newsletter to a new client?
This video tutorial shows you how to add a new client.
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Once the client has added you can select the newsletter you want to send from the Communication tab.
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Scroll down to the line labeled Recipients to choose one or more clients you like to send the newsletter to.
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Click on the Scheduling icon to schedule the newsletter to go out.