---
title: Portal 2.0 | Help Center
description: Everything you need to know to use the CountingWorks PRO Portal 2.0. (portal.countingworkspro.com)
---

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1. [Help Center](https://help.countingworkspro.com/)
2. [Portal 2.0](https://help.countingworkspro.com/portal-2-0)

# Portal 2.0

 Everything you need to know to use the CountingWorks PRO Portal 2.0. (portal.countingworkspro.com)

## Getting Started

- [Your Guide to Migrating from Legacy to 3.0](https://help.countingworkspro.com/your-guide-to-migrating-from-legacy-to-3.0)
- [Welcome to CountingWorks PRO’s 2.0 Portal - An Overview](https://help.countingworkspro.com/countingworks-pro-2.0-professional-portal-welcome-overview)
- [How do I change my Portal Login Email/Password/Security Question](https://help.countingworkspro.com/how-do-i-change-my-portal-login-email/password/security-question)
- [How do I change my Portal login email or my client messaging email?](https://help.countingworkspro.com/how-do-i-change-my-login-email)
- [What is the ProScore?](https://help.countingworkspro.com/what-is-the-proscore)

## Messages

- [How do I send a message or file to my clients?](https://help.countingworkspro.com/how-do-i-send-a-message-to-my-clients)
- [How do I bulk edit messages?](https://help.countingworkspro.com/how-do-i-bulk-edit-messages)

## TeleAccountant

- [How to Apply a Virtual Background to your Video Meetings](https://help.countingworkspro.com/how-to-apply-a-virtual-background-to-your-video-meetings)
- [Troubleshooting Issues with TeleAccountant™](https://help.countingworkspro.com/troubleshooting-issues-with-teleaccountant)
- [How to record my video meetings?](https://help.countingworkspro.com/how-to-record-my-video-meetings)
- [How to use TeleAccountant™](https://help.countingworkspro.com/how-to-use-teleaccountant)

## Clients

- [Learn to Upload a Client List in CountingWorks PRO](https://help.countingworkspro.com/how-to-upload-a-client-list)
- [Deleting or Archiving a Client](https://help.countingworkspro.com/deleting-or-archiving-a-client)
- [Uploading and Downloading Files To and From Clients](https://help.countingworkspro.com/uploading-and-downloading-files-to-and-from-clients)
- [How do I add a spouse of a client?](https://help.countingworkspro.com/how-do-i-add-a-spouse-of-a-client)
- [How do I add a new client?](https://help.countingworkspro.com/how-do-i-add-a-new-client)
- [Client Password Reset](https://help.countingworkspro.com/client-password-reset)
- [How Do I Assign Clients To A Staff Member?](https://help.countingworkspro.com/how-do-i-assign-clients-to-a-staff-member)
- [Exporting Your Client List](https://help.countingworkspro.com/exporting-your-client-list)
- [How to notify clients of portal access?](https://help.countingworkspro.com/how-to-notify-clients-of-portal-access)
- [How to export client list from Tax Software](https://help.countingworkspro.com/how-to-export-client-list-from-tax-software)

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## Social Media

- [Connecting Your Social Media For Autoposting](https://help.countingworkspro.com/connecting-your-social-media-for-autoposting)

## Communications

- [How do I attach PDF/Word files to my custom email?](https://help.countingworkspro.com/how-do-i-attach-pdf/word-files-to-my-custom-email)
- [How do I add an image to a newsletter?](https://help.countingworkspro.com/how-do-i-add-an-image-to-a-newsletter)
- [How do I add a client to the newsletter?](https://help.countingworkspro.com/how-do-i-add-a-client-to-the-newsletter)
- [How do I add a single subscriber?](https://help.countingworkspro.com/how-do-i-add-a-single-subscriber)
- [How do I change the design of my newsletters?](https://help.countingworkspro.com/how-do-i-change-the-design-of-my-newsletters)
- [How do I send a Holiday Greeting?](https://help.countingworkspro.com/how-do-i-send-a-holiday-greeting)
- [How do I send a review request to my client?](https://help.countingworkspro.com/how-do-i-send-a-review-request-to-my-client)
- [How do I send my newsletter to an individual client(s)?](https://help.countingworkspro.com/how-do-i-send-my-newsletter-to-an-individual-clients)
- [How do I create and send a custom mass email?](https://help.countingworkspro.com/how-do-i-create-and-send-a-custom-mass-email)

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## Leads

- [How do I create new nurture campaigns?](https://help.countingworkspro.com/how-do-i-create-new-nurture-campaigns)
- [How do I send a lead a nurture campaign?](https://help.countingworkspro.com/how-do-i-send-a-lead-a-nurture-campaign)
- [How do I convert a lead to a client?](https://help.countingworkspro.com/how-do-i-convert-a-lead-to-a-client)

## Admin Users and Roles

- [How to Enable Two Factor Authentication](https://help.countingworkspro.com/how-to-enable-two-factor-authentication-2)
- [Adding Additional Staff or Manager](https://help.countingworkspro.com/adding-additional-staff-or-manager)

## Website

- [How do I update my website?](https://help.countingworkspro.com/how-do-i-update-my-website)

## eSign

- [Spouse is not receiving eSign document](https://help.countingworkspro.com/spouse-is-not-receiving-esign-document)
- [How to use eSign and KBA compliance](https://help.countingworkspro.com/how-to-use-esign-and-kba-compliance)

## Marketing Library

- [The Monthly Marketing Library - Getting Started](https://help.countingworkspro.com/the-monthly-marketing-library-getting-started)
- [Connecting to YouTube & Uploading Custom Branded Videos to YouTube](https://help.countingworkspro.com/connecting-to-youtube-uploading-custom-branded-videos-to-youtube)
- [How to Create and Download Videos](https://help.countingworkspro.com/how-to-create-and-download-videos)
- [What is the Marketing Library and how do I use it?](https://help.countingworkspro.com/what-is-the-marketing-library-and-how-do-i-use-it)

## Appointment Scheduler

- [Important Update: Deprecation of Texting Features in Our Legacy Platform](https://help.countingworkspro.com/important-update-deprecation-of-texting-features-in-our-legacy-platform)
- [Appointment Scheduler Setup for Office 365 Business Calendars](https://help.countingworkspro.com/appointment-scheduler-setup-for-office-365-business-calendars)
- [Appointment Scheduler Setup for Google Calendar](https://help.countingworkspro.com/appointment-scheduler-setup-for-google-calendar)
- [How do I set my business hours?](https://help.countingworkspro.com/how-do-i-set-my-business-hours)
- [How do I add appointment types?](https://help.countingworkspro.com/how-do-i-add-appointment-types)
- [Why is my Google Calendar no longer syncing?](https://help.countingworkspro.com/why-is-my-google-calendar-no-longer-syncing)

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## Trello

- [How to connect to Trello](https://help.countingworkspro.com/how-to-connect-to-trello)

## Blog Content

- [Creating Custom Blog Articles](https://help.countingworkspro.com/creating-custom-blog-articles)
- [How Do I Activate or Deactivate Blog Categories?](https://help.countingworkspro.com/how-do-i-activate-or-deactivate-blog-categories)

## Email Notifications

- [Email Notifications from your Clients](https://help.countingworkspro.com/email-notifications-from-your-clients)
- [Increased Spam Email Protection Makes Following Best Practices Vital For Email Deliverability](https://help.countingworkspro.com/increased-spam-email-protection-makes-following-best-practices-vital-for-email-deliverability)
- [Emails to Microsoft-based email services not being delivered](https://help.countingworkspro.com/emails-to-microsoft-based-email-services-not-being-delivered)

## Marketplace

- [How do I update my TaxBuzz and/or CountingWorks profiles?](https://help.countingworkspro.com/how-do-i-update-my-taxbuzz-and/or-countingworks-profiles)

## Cancellation

- [Cancellation Policy](https://help.countingworkspro.com/cancellation-policy)

## Miscellaneous Issues

- [Unable to Download Files in Chrome (Windows)](https://help.countingworkspro.com/unable-to-download-files-in-chrome-windows)

## Portal Client View

- [Client View Tutorial](https://help.countingworkspro.com/client-view-tutorial)
- [Client Password Setup](https://help.countingworkspro.com/client-password-setup)
- [Anonymous Uploads](https://help.countingworkspro.com/anonymous-uploads)
- [Client Tutorial Video](https://help.countingworkspro.com/client-tutorial-video)

## 2.0 System Performance

- [CountingWorks Performance Issue - 8/31/2023](https://help.countingworkspro.com/countingworks-performance-issue-8/31/2023)

- [Getting Started with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro#main-content)

    - [Signing up with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro#signing-up-with-countingworks-pro)
    - [Choosing the right CountingWorks PRO plan](https://help.countingworkspro.com/getting-started-with-countingworks-pro#choosing-the-right-countingworks-pro-plan)
    - [CountingWorks PRO Pricing](https://help.countingworkspro.com/getting-started-with-countingworks-pro#countingworks-pro-pricing)
    - [Building my Website](https://help.countingworkspro.com/getting-started-with-countingworks-pro#building-my-website)
    - [CountingWorks PRO Onboarding Process](https://help.countingworkspro.com/getting-started-with-countingworks-pro#countingworks-pro-onboarding-process)
- [CountingWorks PRO 3.0](https://help.countingworkspro.com/countingworks-pro-3-0#main-content)

    - [General](https://help.countingworkspro.com/countingworks-pro-3-0#general)
    - [MAX AI](https://help.countingworkspro.com/countingworks-pro-3-0#max-ai)
    - [Website](https://help.countingworkspro.com/countingworks-pro-3-0#website)
    - [Reviews](https://help.countingworkspro.com/countingworks-pro-3-0#reviews)
    - [PracticeBot](https://help.countingworkspro.com/countingworks-pro-3-0#practicebot)
    - [Social Media](https://help.countingworkspro.com/countingworks-pro-3-0#social-media)
    - [Leads](https://help.countingworkspro.com/countingworks-pro-3-0#leads)
    - [Subscriber Lists](https://help.countingworkspro.com/countingworks-pro-3-0#subscriber-lists)
    - [Newsletters](https://help.countingworkspro.com/countingworks-pro-3-0#newsletters)
    - [Campaigns](https://help.countingworkspro.com/countingworks-pro-3-0#campaigns)
    - [ClientHub](https://help.countingworkspro.com/countingworks-pro-3-0#clienthub)
    - [Appointments](https://help.countingworkspro.com/countingworks-pro-3-0#appointments)
    - [Manage Team](https://help.countingworkspro.com/countingworks-pro-3-0#manage-team)
    - [AI Agents](https://help.countingworkspro.com/countingworks-pro-3-0#ai-agents)
    - [Client View](https://help.countingworkspro.com/countingworks-pro-3-0#client-view)
- [Portal 2.0](https://help.countingworkspro.com/portal-2-0#main-content)

    - [Getting Started](https://help.countingworkspro.com/portal-2-0#getting-started)
    - [Messages](https://help.countingworkspro.com/portal-2-0#messages)
    - [TeleAccountant](https://help.countingworkspro.com/portal-2-0#teleaccountant)
    - [Clients](https://help.countingworkspro.com/portal-2-0#clients)
    - [Social Media](https://help.countingworkspro.com/portal-2-0#social-media)
    - [Communications](https://help.countingworkspro.com/portal-2-0#communications)
    - [Leads](https://help.countingworkspro.com/portal-2-0#leads)
    - [Admin Users and Roles](https://help.countingworkspro.com/portal-2-0#admin-users-and-roles)
    - [Website](https://help.countingworkspro.com/portal-2-0#website)
    - [eSign](https://help.countingworkspro.com/portal-2-0#esign)
    - [Marketing Library](https://help.countingworkspro.com/portal-2-0#marketing-library)
    - [Appointment Scheduler](https://help.countingworkspro.com/portal-2-0#appointment-scheduler)
    - [Trello](https://help.countingworkspro.com/portal-2-0#trello)
    - [Blog Content](https://help.countingworkspro.com/portal-2-0#blog-content)
    - [Email Notifications](https://help.countingworkspro.com/portal-2-0#email-notifications)
    - [Marketplace](https://help.countingworkspro.com/portal-2-0#marketplace)
    - [Cancellation](https://help.countingworkspro.com/portal-2-0#cancellation)
    - [Miscellaneous Issues](https://help.countingworkspro.com/portal-2-0#miscellaneous-issues)
    - [Portal Client View](https://help.countingworkspro.com/portal-2-0#portal-client-view)
    - [2.0 System Performance](https://help.countingworkspro.com/portal-2-0#2-0-system-performance)
- [CountingWorks Learning Center](https://help.countingworkspro.com/countingworks-learning-center#main-content)

    - [Virtual Tax Update & Review Conference](https://help.countingworkspro.com/countingworks-learning-center#virtual-tax-update-review-conference)
    - [How do I take a course?](https://help.countingworkspro.com/countingworks-learning-center#how-do-i-take-a-course)
    - [Passwords and Settings](https://help.countingworkspro.com/countingworks-learning-center#passwords-and-settings)
    - [General Information](https://help.countingworkspro.com/countingworks-learning-center#general-information)
    - [ClientWhys Connect Tax Forum](https://help.countingworkspro.com/countingworks-learning-center#clientwhys-connect-tax-forum)
    - [Big Book of Taxes](https://help.countingworkspro.com/countingworks-learning-center#big-book-of-taxes)
- [Green Portal](https://help.countingworkspro.com/green-portal#main-content)

    - [Automated Newsletter](https://help.countingworkspro.com/green-portal#automated-newsletter)
    - [eSign](https://help.countingworkspro.com/green-portal#esign)
    - [Online Appointments & Reminders](https://help.countingworkspro.com/green-portal#online-appointments-reminders)
    - [Client Management](https://help.countingworkspro.com/green-portal#client-management)
    - [Improve Your Presence](https://help.countingworkspro.com/green-portal#improve-your-presence)
    - [Message Center](https://help.countingworkspro.com/green-portal#message-center)
    - [Professional View Portal](https://help.countingworkspro.com/green-portal#professional-view-portal)
    - [Tips & Tricks](https://help.countingworkspro.com/green-portal#tips-tricks)
    - [Domains](https://help.countingworkspro.com/green-portal#domains)
    - [Website Editor Plugins](https://help.countingworkspro.com/green-portal#website-editor-plugins)
    - [Website Editor](https://help.countingworkspro.com/green-portal#website-editor)
    - [Social Media](https://help.countingworkspro.com/green-portal#social-media)
    - [Admin Users and Roles](https://help.countingworkspro.com/green-portal#admin-users-and-roles)
    - [Security](https://help.countingworkspro.com/green-portal#security)
    - [Leads - Automated Lead Management](https://help.countingworkspro.com/green-portal#leads-automated-lead-management)
    - [Communication - Special Announcements](https://help.countingworkspro.com/green-portal#communication-special-announcements)
    - [Subscriber Management](https://help.countingworkspro.com/green-portal#subscriber-management)
    - [Client Alerts](https://help.countingworkspro.com/green-portal#client-alerts)
    - [Greetings](https://help.countingworkspro.com/green-portal#greetings)
    - [Portal Client View](https://help.countingworkspro.com/green-portal#portal-client-view)
- [TaxBuzz / CountingWorks](https://help.countingworkspro.com/taxbuzz-countingworks#main-content)

    - [TaxBuzz Ai](https://help.countingworkspro.com/taxbuzz-countingworks#taxbuzz-ai)
    - [Tools](https://help.countingworkspro.com/taxbuzz-countingworks#tools)
    - [Section Heading](https://help.countingworkspro.com/taxbuzz-countingworks#section-heading)
    - [Update Your Listing](https://help.countingworkspro.com/taxbuzz-countingworks#update-your-listing)
    - [Claim Your Listing](https://help.countingworkspro.com/taxbuzz-countingworks#claim-your-listing)
- [Rackspace Email Set Up](https://help.countingworkspro.com/rackspace-email-set-up#main-content)

    - [Leaving Rackspace](https://help.countingworkspro.com/rackspace-email-set-up#leaving-rackspace)
- [General](https://help.countingworkspro.com/general#main-content)

    - [System Status](https://help.countingworkspro.com/general#system-status)
    - [Announcements](https://help.countingworkspro.com/general#announcements)
    - [Billing](https://help.countingworkspro.com/general#billing)
    - [Managing My Account](https://help.countingworkspro.com/general#managing-my-account)
    - [Domains](https://help.countingworkspro.com/general#domains)
    - [Support and Technical Issues](https://help.countingworkspro.com/general#support-and-technical-issues)
    - [Email Security and Spam Warnings](https://help.countingworkspro.com/general#email-security-and-spam-warnings)
    - [ADA Compliance](https://help.countingworkspro.com/general#ada-compliance)
- [ADP](https://help.countingworkspro.com/adp#main-content)

    - [ADP Video Tutorials](https://help.countingworkspro.com/adp#adp-video-tutorials)
    - [Profile and Settings](https://help.countingworkspro.com/adp#profile-and-settings)
- [CW Employees](https://help.countingworkspro.com/cw-employees#main-content)

    - [Account Basics](https://help.countingworkspro.com/cw-employees#account-basics)
    - [Bugs](https://help.countingworkspro.com/cw-employees#bugs)
    - [Website Launching](https://help.countingworkspro.com/cw-employees#website-launching)

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