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
Status and Types
Use Message Center Status Levels and Types to manage your client communications.
Organize Messages by Status.
Never forget to follow up on a client or lose track of missing information again. Our New, Open, Pending, and Solved status levels make it easy to manage your client engagements, improving your services and saving you valuable time.
New - Brand new inbound messages from clients.
Open - Works in progress or messages you have not started working on.
Pending - Messages that are waiting for a response from your client.
Solved - Messages that are complete. Same as archived.
Search Messages by Type.
Questions, tasks, missing information, problems, and incidents can now be searched and followed up on in the message center. Say goodbye to Post-it notes and hello to instant recall.