Help Center
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Portal 2.0
Getting Started with CountingWorks PRO
Signing up with CountingWorks PRO
Choosing the right CountingWorks PRO plan
CountingWorks PRO Pricing
Building my Website
CountingWorks PRO Onboarding Process
CountingWorks PRO 3.0
General
Website
Reviews
PracticeBot
Social Media
Leads
Subscriber Lists
Newsletters
Campaigns
ClientHub
Appointments
Manage Team
Portal 2.0
Getting Started
Messages
TeleAccountant
Clients
Social Media
Communications
Leads
Admin Users and Roles
Website
eSign
Marketing Library
Appointment Scheduler
Trello
Blog Content
Email Notifications
Marketplace
Cancellation
Miscellaneous Issues
Portal Client View
2.0 System Performance
CountingWorks Learning Center
Virtual Tax Update & Review Conference
How do I take a course?
Passwords and Settings
General Information
ClientWhys Connect Tax Forum
Big Book of Taxes
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
TaxBuzz Ai
Tools
Section Heading
Update Your Listing
Claim Your Listing
Rackspace Email Set Up
General
System Status
Billing
Managing My Account
Domains
Support and Technical Issues
Email Security and Spam Warnings
ADA Compliance
ADP
ADP Video Tutorials
Profile and Settings
Back to home
Help Center
Portal 2.0
Getting Started with CountingWorks PRO
Signing up with CountingWorks PRO
Choosing the right CountingWorks PRO plan
CountingWorks PRO Pricing
Building my Website
CountingWorks PRO Onboarding Process
CountingWorks PRO 3.0
General
Website
Reviews
PracticeBot
Social Media
Leads
Subscriber Lists
Newsletters
Campaigns
ClientHub
Appointments
Manage Team
Portal 2.0
Getting Started
Messages
TeleAccountant
Clients
Social Media
Communications
Leads
Admin Users and Roles
Website
eSign
Marketing Library
Appointment Scheduler
Trello
Blog Content
Email Notifications
Marketplace
Cancellation
Miscellaneous Issues
Portal Client View
2.0 System Performance
CountingWorks Learning Center
Virtual Tax Update & Review Conference
How do I take a course?
Passwords and Settings
General Information
ClientWhys Connect Tax Forum
Big Book of Taxes
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
TaxBuzz Ai
Tools
Section Heading
Update Your Listing
Claim Your Listing
Rackspace Email Set Up
General
System Status
Billing
Managing My Account
Domains
Support and Technical Issues
Email Security and Spam Warnings
ADA Compliance
ADP
ADP Video Tutorials
Profile and Settings
Portal 2.0
Everything you need to know to use the CountingWorks PRO Portal 2.0. (portal.countingworkspro.com)
Getting Started
CountingWorks PRO 2.0 Professional Portal - Welcome Overview
How do I change my Portal Login Email/Password/Security Question
How do I change my Portal login email or my client messaging email?
What is the ProScore?
Messages
How do I send a message or file to my clients?
How do I bulk edit messages?
TeleAccountant
How to Apply a Virtual Background to your Video Meetings
Troubleshooting Issues with TeleAccountantâ„¢
How to record my video meetings?
How to use TeleAccountantâ„¢
Clients
How To Upload A Client List
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
See more
Social Media
Connecting Your Social Media For Autoposting
What is TaxBuzz Get Quoted?
Communications
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 attach PDF/Word files to my custom email?
How do I create and send a custom mass email?
How do I add an image to a newsletter?
See more
Leads
How do I create new nurture campaigns?
How do I send a lead a nurture campaign?
How do I convert a lead to a client?
Admin Users and Roles
Adding Additional Staff or Manager
How to Enable Two Factor Authentication
Website
How do I update my website?
eSign
Spouse is not receiving eSign document
How to use eSign and KBA compliance
Marketing Library
The Monthly Marketing Library - Getting Started
Connecting to YouTube & Uploading Custom Branded Videos to YouTube
How to Create and Download Videos
What is the Marketing Library and how do I use it?
Appointment Scheduler
Important Update: Deprecation of Texting Features in Our Legacy Platform
Appointment Scheduler Setup for Office 365 Business Calendars
Appointment Scheduler Setup for Google Calendar
How do I set my business hours?
How do I add appointment types?
Why is my Google Calendar no longer syncing?
See more
Trello
How to connect to Trello
Blog Content
Creating Custom Blog Articles
How Do I Activate or Deactivate Blog Categories?
Email Notifications
Email Notifications from your Clients
Increased Spam Email Protection Makes Following Best Practices Vital For Email Deliverability
Emails to Microsoft-based email services not being delivered
Marketplace
How do I update my TaxBuzz and/or CountingWorks profiles?
Cancellation
Cancellation Policy
Miscellaneous Issues
Unable to Download Files in Chrome (Windows)
Portal Client View
Client View Tutorial
Client Password Setup
Anonymous Uploads
Client Tutorial Video
2.0 System Performance
CountingWorks Performance Issue - 8/31/2023
Social Media