- Help Center
- Green Portal
- Website Editor
-
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
Website Plugins
This tutorial will review how to use the website plugins to engage clients and capture leads. The plugins interface allows users to add tools to the footer or interior pages of the website. Plugins include testimonials, important document downloads, contact us forms, newsletter opt-in, association logos, client portal login, embedding html (like paypal), videos, track my refund, blog posts and much more.