- Help Center
- Portal 2.0
- Clients
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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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Green Portal
- Automated Newsletter
- eSign
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
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- Professional View Portal
- Tips & Tricks
- Domains
- Website Editor Plugins
- Website Editor
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- Leads - Automated Lead Management
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- Subscriber Management
- Client Alerts
- Greetings
- Portal Client View
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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 to notify clients of portal access?
For a client to be informed that they have portal access, you would have to do 1 of 2 things within the portal:
1. Send them a private message (even a simple "hi" will do)
2. Upload a file into their account and share it with them
Either of these actions will trigger an automated system email that notifies them of portal access and provides them a link to set their password.