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Portal 2.0

Portal 2.0

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

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48 articles in this collection
Written by Wendy Claypool and Tai Cook
Getting Started

CountingWorks PRO 2.0 Professional Portal - Welcome Overview

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Written by Wendy Claypool
Updated over a week ago

What is the ProScore?

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Written by Tai Cook
Updated over a week ago
Messages

How do I bulk edit messages?

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Written by Tai Cook
Updated over a week ago

How do I send a message to my clients?

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Written by Tai Cook
Updated over a week ago
TeleAccountant™

How to use TeleAccountant™

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Written by Tai Cook
Updated over a week ago

How to record my video meetings?

If you're looking to record your video meetings, please refer to the video below on how to record and access your recordings.
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Written by Tai Cook
Updated over a week ago

How to Apply a Virtual Background to your Video Meetings

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Written by Tai Cook
Updated over a week ago

Troubleshooting Issues with TeleAccountant™

If you're having issues with starting up TeleAccountant, please refer to the tips here.
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Written by Tai Cook
Updated over a week ago
Clients

How To Upload A Client List

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Written by Tai Cook
Updated over a week ago

How to export client list from Tax Software

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Written by Tai Cook
Updated over a week ago

How to notify clients of portal access?

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Written by Tai Cook
Updated over a week ago

Deleting or Archiving a Client

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Written by Wendy Claypool
Updated over a week ago

Uploading and Downloading Files To and From Clients

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Written by Wendy Claypool
Updated over a week ago

Exporting Your Client List

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Written by Wendy Claypool
Updated over a week ago

How Do I Assign Clients To A Staff Member?

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Written by Tai Cook
Updated over a week ago

Client Password Reset

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Written by Tai Cook
Updated over a week ago
Social Media

What is TaxBuzz Get Quoted?

Becoming an authority on topics that matter to you can help you grow your web presence with little to no effort on your part.
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Written by Tai Cook
Updated over a week ago

Connecting Your Social Media For Autoposting

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Written by Tai Cook
Updated over a week ago
Communications

How do I create and send a custom mass email?

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Written by Tai Cook
Updated over a week ago

How do I attach PDF/Word files to my custom email?

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Written by Tai Cook
Updated over a week ago

How do I send my newsletter to an individual client(s)?

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Written by Tai Cook
Updated over a week ago

How do I send a review request to my client?

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Written by Tai Cook
Updated over a week ago

How do I send a Holiday Greeting?

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Written by Tai Cook
Updated over a week ago

How do I change the design of my newsletters?

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Written by Tai Cook
Updated over a week ago
Leads

How do I convert a lead to a client?

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Written by Tai Cook
Updated over a week ago

How do I send a lead a nurture campaign?

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Written by Tai Cook
Updated over a week ago

How do I create new nurture campaigns?

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Written by Tai Cook
Updated over a week ago
Admin Users and Roles

How to Enable Two Factor Authentication.

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Written by Tai Cook
Updated over a week ago

Adding Additional Staff or Manager

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Written by Tai Cook
Updated over a week ago
Website

How do I update my website?

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Written by Tai Cook
Updated over a week ago
eSign

How to use eSign and KBA compliance

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Written by Wendy Claypool
Updated over a week ago

Spouse is not receiving eSign document

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Written by Tai Cook
Updated over a week ago
Marketing Library

What is the Marketing Library and how do I use it?

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Written by Wendy Claypool
Updated over a week ago

How to Create and Download Videos

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Written by Wendy Claypool
Updated over a week ago

Connecting to YouTube & Uploading Custom Branded Videos to YouTube

To connect your portal account to YouTube to auto-generate your custom branded Marketing Library videos to YouTube, please refer below.
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Written by Tai Cook
Updated over a week ago

The Monthly Marketing Library - Getting Started

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Written by Wendy Claypool
Updated over a week ago
Appointment Scheduler

Why is my Google Calendar no longer syncing?

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Written by Tai Cook
Updated over a week ago

Appointment Scheduler Setup for Google Calendar

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Written by Wendy Claypool
Updated over a week ago

Appointment Scheduler Setup for Office 365 Business Calendars

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Written by Wendy Claypool
Updated over a week ago
Trello

How to connect to Trello

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Written by Wendy Claypool
Updated over a week ago
Blog Content

How Do I Activate or Deactivate Blog Categories?

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Written by Wendy Claypool
Updated over a week ago

Creating Custom Blog Articles

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Written by Wendy Claypool
Updated over a week ago
Email Notifications

Emails to Microsoft-based email services not being delivered

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Written by Tai Cook
Updated over a week ago

Increased Spam Email Protection Makes Following Best Practices Vital For Email Deliverability

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Written by Tai Cook
Updated over a week ago

Email Notifications from your Clients

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Written by Wendy Claypool
Updated over a week ago
Marketplace

How do I update my TaxBuzz and/or CountingWorks profiles?

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Written by Tai Cook
Updated over a week ago
Cancellation

Cancellation Policy

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Written by Tai Cook
Updated over a week ago
Miscellaneous Issues

Unable to Download Files in Chrome (Windows)

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Written by Tai Cook
Updated over a week ago