- Help Center
- Getting Started with CountingWorks PRO
- CountingWorks PRO Onboarding Process
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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
- 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
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TaxBuzz / CountingWorks
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Rackspace Email Set Up
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General
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ADP
What does onboarding look like? How soon can my system be live?
We take pride in onboarding each of our clients in as little as 30 days after signing up with us. If you follow our process, you can look forward to being onboarded this quickly.
Our onboarding process was designed to be simple, cutting out a lot of back and forth you might have encountered in other website projects. With prompt communication, we can have your site up in an average of 3 weeks. When we find a website is taking longer than this time frame, it usually means there is a breakdown in communication or that the website has gone off-track from our intended process, designed to be efficiently easy. Our Client Success Ambassador may reach out to get everyone back on track if we see any hiccups.