Release 2.2.1

New + Improved

  • We’ve got a few minor improvements that’ll help your overall experience with 2.0!

  • Client’s activity feed now includes document names so you know what clients have uploaded/downloaded

  • Birthday fields have been improved

  • Leads: archived leads can now be hidden, and leads can be sorted by lead type

  • Leads also have the initial message pinned to the top for quicker reference

  • Our KBA audit trails now include questions completed

  • Reporting for newsletters and campaigns have been improved


  • Website editor: navigation links fixed

  • Website editor: slogan link added and fixed

  • Note editing error fixed

  • An issue with syncing times when scheduling an appointment with a client fixed

  • Issue with appointment syncing between website, cloud calendar and 2.0 fixed

  • Messages draft error fixed

  • Editing marketplace about us section error fixed

  • Birthday error created after uploading new client database has been fixed

We all hope you’re finding our workflow integration with Trello improving your digital processes and our new ADA compliant website widget improving the lives of your clients!

We’re hard at work at CountingWorks PRO, developing new features to support your business as you go virtual. Get ready for some big new changes coming out soon!

Any ideas or needed features? Drop us a note at [email protected].

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