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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)
47 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
Dex Oun
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
TeleAccountantâ„¢
How to use TeleAccountantâ„¢
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 TeleAccountantâ„¢
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 Upload A Client List
Written by
Dex Oun
Updated over a week ago
How to export client list from Tax Software
Written by
Dex Oun
Updated over a week ago
How to notify clients of portal access?
Written by
Dex Oun
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
How Do I Assign Clients To A Staff Member?
Written by
Dex Oun
Updated over a week ago
Client Password Reset
Written by
Dex Oun
Updated over a week ago
Social Media
Connecting Your Social Media For Autoposting
Written by
Dex Oun
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
How do I change the design of my newsletters?
Written by
Dex Oun
Updated over a week ago
Leads
How do I convert a lead to a client?
Written by
Dex Oun
Updated over a week ago
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
How to Enable Two Factor Authentication.
Written by
Dex Oun
Updated over a week ago
Adding Additional Staff or Manager
Written by
Dex Oun
Updated over a week ago
Website
How do I update my website?
Written by
Dex Oun
Updated over a week ago
eSign
How to use eSign and KBA compliance
Written by
Wendy Claypool
Updated over a week ago
Spouse is not receiving eSign document
Written by
Dex Oun
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
Why is my Google Calendar no longer syncing?
Written by
Dex Oun
Updated over a week ago
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
Emails to Microsoft-based email services not being delivered
Written by
Dex Oun
Updated over a week ago
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
Miscellaneous Issues
Unable to Download Files in Chrome (Windows)
Written by
Dex Oun
Updated over a week ago