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Portal 2.0
Everything you need to know to use the CountingWorks PRO Portal 2.0. (portal.countingworkspro.com)
Getting Started
Messages
TeleAccountant
Clients
- Learn to Upload a Client List in CountingWorks PRO
- Deleting or Archiving a Client
- Uploading and Downloading Files To and From Clients
- How do I add a spouse of a client?
- How do I add a new client?
- Client Password Reset
- How Do I Assign Clients To A Staff Member?
- Exporting Your Client List
- How to notify clients of portal access?
- How to export client list from Tax Software
Communications
- How do I add an image to a newsletter?
- How do I attach PDF/Word files to my custom email?
- How do I add a client to the newsletter?
- How do I add a single subscriber?
- How do I change the design of my newsletters?
- How do I send a Holiday Greeting?
- How do I send a review request to my client?
- How do I send my newsletter to an individual client(s)?
- How do I create and send a custom mass email?
Social Media