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Help Center

Green Portal

Green Portal

Everything you need to know to use the CountingWorks PRO Green Portal. (portal.clientwhys.com)

Scheduled Maintenance and Important Platform Transition Update

eSign

eSign - Getting Started

eSign Custom Template Tutorial

eSign Signature Execution Tutorial

Sending Custom eSign Templates with Identity Verification

Introducing eSign for CPAs, EAs and Tax Professionals

IRS Form 8879 KBA Version Now Available

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Online Appointments & Reminders

Setting Appointments - Office 365

Setting Appointments - Google

Google Apps/GSuite and the Private iCal Link

Google Calendar Sync and Microsoft Outlook Calendar

How do I Cancel an Online Appointment?

Online Appointment Set Up for Office 365

Due Date Reminders

Online Appointment Set Up for Google

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Client Management

Should I Delete or Archive a Client?

Permanently Delete a Client from the Portal

Permanently Delete a Spouse from the Portal

Client Password Reset

Add a New Client

Client List - Database Template

How Do I Export My Client List

Add a Spouse to the Client List

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Improve Your Presence

What is the Take Two Review?

Share Your Expertise by Participating in Our Monthly Q&As

A Guide to CountingWorks PRO’s ProScore

Message Center

Bulk Message Center Status Update

Assigning and Task Collaboration

Status and Types

Send Secure Messages to Groups or All Clients

Deleting Messages, Documents and Folders

Printing Messages From Portal

Message Center Email Signature

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Professional View Portal

Professional Portal Welcome Overview Video

Add a Professional Headshot Portrait

Dashboard Activity Feed

Using Tags to organize documents

How do I rename a file?

Global File Purger

CountingWorks PRO Green Portal Preferences and Settings

Client Portal Notes

Setting Up the Send a Referral Page

Starting a secure conversation

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Tips & Tricks

Google Analytics Bot and Spider Report Filtering

Content Feed - CSS Style Guide

Adding Content Feed Java Script to Word Press

Font Size Tool Added to Text Editor

Domains

How do I switch my email to Google or Office 365?

Website Editor Plugins

Let's Talk Website Overlay Tool

Website Overlay Plug-In

Review Plug-in

Google Map Plugin

Website Editor

Home page layout and design basics

Homepage Design and Plugins

Primary Presentation

Adding logo to website header

Website color scheme

Website Custom Color Selection

Website Navigation Set Up

Website page editor

Editor Image Upload Option

Enable Top Nav Bar Plugin

Website Plugins

How Do I Add PayPal Payments To My Website?

How Do I Add Authorize.net Payments To My Website?

Adding footer disclosur

Site Editor Welcome Message

How do I change the order of my website pages?

How do I add a PDF hyperlink to an article?

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Admin Users and Roles

Assigning Admin Rights to Employees

Hero Admin Account CC Function on Messages

Admin Locked Out of Portal

Are You Having Trouble Signing in?

Security

reCaptcha V3 added to website forms

Security - Portal

Leads - Automated Lead Management

Lead List Database Import

Lead List Database Template

Leads Introduction Tutorial

Leads Tool Introductory Tutorial

Nurture Lead Campaign Track Sent Messages

Blog Article Conversion Tool

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Communication - Special Announcements

How Do I Find and Send the Coronavirus Email Template

Coronavirus Disease Emergency Announcement

Subscriber Management

Email List Database Import

Newsletter Subscriber List Maintenance

How Do I Export My Email Subscriber List

What happens if I import duplicate email addresses?

Email List Database Import - Database Template

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Client Alerts

Client Alerts

Greetings

Facebook "Like" E-mail Set Up Instructions

Review Request E-mail Set up

Automated Birthday eCard

Portal Client View

Client Tutorial Video

Anonymous Uploads

Client View Welcome Tutorial

Client Password Setup

Client View Portal Tutorial

Client View Tutorial

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