Portal 2.0

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

36 articles in this collection
Written by Dex Oun and Wendy Claypool

Getting Started

CountingWorks PRO 2.0 Professional Portal - Welcome Overview

Written by Wendy Claypool
Updated over a week ago

What is the ProScore?

Written by Wendy Claypool
Updated over a week ago

Messages

How do I bulk edit messages?

Written by Dex Oun
Updated over a week ago

How do I send a message to my clients?

Written by Dex Oun
Updated over a week ago

TeleAccountant™

How to use TeleAccountant™

Written by Dex Oun
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.

Written by Dex Oun
Updated over a week ago

How to Apply a Virtual Background to your Video Meetings

Written by Dex Oun
Updated over a week ago

Troubleshooting Issues with TeleAccountant™

If you're having issues with starting up TeleAccountant, please refer to the tips here.

Written by Dex Oun
Updated over a week ago

Clients

How to notify clients of portal access?

Written by Dex Oun
Updated over a week ago

How To Upload A Client List

Written by Wendy Claypool
Updated over a week ago

Deleting or Archiving a Client

Written by Wendy Claypool
Updated over a week ago

Uploading and Downloading Files To and From Clients

Written by Wendy Claypool
Updated over a week ago

Exporting Your Client List

Written by Wendy Claypool
Updated over a week ago

Connecting Your Social Media For Autoposting

Written by Wendy Claypool
Updated over a week ago

Communications

How do I create and send a custom mass email?

Written by Dex Oun
Updated over a week ago

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

Written by Dex Oun
Updated over a week ago

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

Written by Dex Oun
Updated over a week ago

How do I send a review request to my client?

Written by Dex Oun
Updated over a week ago

How do I send a Holiday Greeting?

Written by Dex Oun
Updated over a week ago

Leads

How do I send a lead a nurture campaign?

Written by Dex Oun
Updated over a week ago

How do I create new nurture campaigns?

Written by Dex Oun
Updated over a week ago

Admin Users and Roles

Adding Additional Staff or Manager

Written by Wendy Claypool
Updated over a week ago

eSign

How to use eSign and KBA compliance

Written by Wendy Claypool
Updated over a week ago

Marketing Library

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

Written by Wendy Claypool
Updated over a week ago

How to Create and Download Videos

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.

Written by Dex Oun
Updated over a week ago

The Monthly Marketing Library - Getting Started

Written by Wendy Claypool
Updated over a week ago

Appointment Scheduler

Appointment Scheduler Setup for Google Calendar

Written by Wendy Claypool
Updated over a week ago

Appointment Scheduler Setup for Office 365 Business Calendars

Written by Wendy Claypool
Updated over a week ago

Trello

How to connect to Trello

Written by Wendy Claypool
Updated over a week ago

Blog Content

How Do I Activate or Deactivate Blog Categories?

Written by Wendy Claypool
Updated over a week ago

Creating Custom Blog Articles

Written by Wendy Claypool
Updated over a week ago

Email Notifications

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

Written by Dex Oun
Updated over a week ago

Email Notifications from your Clients

Written by Wendy Claypool
Updated over a week ago

Marketplace

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

Written by Dex Oun
Updated over a week ago

Cancellation

Cancellation Policy

Written by Dex Oun
Updated over a week ago