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CountingWorks PRO 3.0
Our newest platform (app.countingworkspro.com)
General
- Videos - Getting Started in 3.0
- 3.0 New Features and Bug Fixes
- How do I update my profile picture?
- What is your Custom Copy program?
- What are Blog+ Content Briefs?
- How to Enable Two-Factor Authentication
- Setting up your workspace user settings
- How to: Set up WebMail forwarding
- Product Update - March 2025
- CountingWorks Terms, Conditions, and Cancellation Policy
MAX AI
- How to: Use CountingWorks PRO and MAX to Respond to Client Inquiries Efficiently
- How to: Use CountingWorks PRO to Extract and Analyze Client Financial Data
- How to: Use CountingWorks PRO to Create Custom Engagement Letters
- How to: Use CountingWorks PRO’s MAX AI to Write a Professional Biography
- AI Blog Automation
Website
- How to update your website contact information
- Website Branding: Updating Logo, Favicon, and Color Scheme
- Customizing your website's main menu navigation
- Adding or removing web pages on your website
- How to enable/disable Audio Blogs
- Using Landing Pages to Generate Leads
- Landing Page Use Cases
- Creating a Team Page for your website
- How do I use the Form Builder?
- How to Create a New Website or Landing Page
- How to Go Live with a CountingWorks PRO Website or Landing Page
- How to create your own blog article
- How to request help with Design or Launching your website
Reviews
PracticeBot
Leads
Subscriber Lists
Newsletters
Campaigns
ClientHub
- Accept Credit Card and ACH Payments Online by Adding Stripe
- ClientHub - WorkFlow: Definitions
- ClientHub - WorkFlow: Setting Up Automations
- Using inline AI Co-Pilot
- Using Variable Data in Forms and Templates
- 2FA - Two Factor Authentication
- How to: MAX Text-to-Voice
- How Do I Add More eSign Credits?
- How to: Utilize CountingWorks PRO E-sign
- Time Tracking and Billing by the Hour in ClientHub Payments
- Using Intake Forms
- How To: Send E-Sign Reminders
- How to: Add a Spouse or other collaborator to a ClientHub Account and Access Documents
- How To: Add ClientHub as a Web App on your Phone
- How To: Enable Automations for Intake Forms
- Bulk Time Zone Updates for Clients
- Bulk Client Assignment & Tag-Based Segmentation
- Playbooks
- eSignature Compliance Policy for Form 8879
- ROI Playbook Summary and Setup
- How MAX AI Generates Suggested Pricing for Proposals
- How to Operationalize Proposals in MAX
- Using Tags in CountingWorks Pro 3.0
- Introducing File AI Summary — Powered by MAX
- How to create To-Dos and assign due dates to your clients
- How to upload files to a client's account
- How to add the ClientHub login to your website or page
- How to create folders/subfolders in a client's account
- How to chat with your clients
- How to add/upload new clients
- How to use Payments and Proposals
- How to use Direct Payments
- Setting up Stripe for Payments
- How to connect Toggl Time Tracking
Social Media