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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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42 articles in this collection
Written by Dex Oun and Wendy Claypool
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 Wendy Claypool
Updated over a week ago
Messages

How do I bulk edit messages?

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Written by Dex Oun
Updated over a week ago

How do I send a message to my clients?

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Written by Dex Oun
Updated over a week ago
TeleAccountant™

How to use TeleAccountant™

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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.
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Written by Dex Oun
Updated over a week ago

How to Apply a Virtual Background to your Video Meetings

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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.
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Written by Dex Oun
Updated over a week ago
Clients

How To Upload A Client List

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Written by Wendy Claypool
Updated over a week ago

How to export client list from Tax Software

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Written by Dex Oun
Updated over a week ago

How to notify clients of portal access?

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Written by Dex Oun
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

Client Password Reset

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Written by Dex Oun
Updated over a week ago
Social Media

Connecting Your Social Media For Autoposting

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Written by Wendy Claypool
Updated over a week ago
Communications

How do I create and send a custom mass email?

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Written by Dex Oun
Updated over a week ago

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

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Written by Dex Oun
Updated over a week ago

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

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Written by Dex Oun
Updated over a week ago

How do I send a review request to my client?

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Written by Dex Oun
Updated over a week ago

How do I send a Holiday Greeting?

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Written by Dex Oun
Updated over a week ago

How do I change the design of my newsletters?

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Written by Dex Oun
Updated over a week ago
Leads

How do I convert a lead to a client?

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Written by Dex Oun
Updated over a week ago

How do I send a lead a nurture campaign?

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Written by Dex Oun
Updated over a week ago

How do I create new nurture campaigns?

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Written by Dex Oun
Updated over a week ago
Admin Users and Roles

Adding Additional Staff or Manager

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Written by Dex Oun
Updated over a week ago
Website

How do I update my website?

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Written by Dex Oun
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 Dex Oun
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 Dex Oun
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

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

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

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Written by Dex Oun
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 Dex Oun
Updated over a week ago
Cancellation

Cancellation Policy

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Written by Dex Oun
Updated over a week ago