Getting Started with CountingWorks PRO
CountingWorks PRO 3.0
CountingWorks Learning Center
- Automated Newsletter
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Portal Client View
TaxBuzz / CountingWorks
Rackspace Email Set Up
Where can I find my CPE certificate?
Your CPE certificate will be available to download in your account under
Achievements (located in the menu on the left side of the page)
For Online Self Study Courses -
For accreditation purposes. you must complete the lessons, review questions, final exam and survey receive your CPE credit.
For WebCasts -
For accreditation purposes, you MUST complete the webcast, polling questions and survey to receive your CPE credit.
What if the CPE Certificate is not shown in the Achievements tab? -
Please return back to the course and review that you have completed all of the sections including the survey.
Completed sections will show a green check mark.
Incomplete sections will show a 1/2 mark in green, or no mark at all.
The Achievements tab can be found in an individual course or webinar here -
The Achievements tab can be found in your account here -