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Portal 2.0
Portal 2.0
Everything you need to know to use the CountingWorks PRO Portal 2.0.
20 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
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
Admin Users and Roles
Adding Additional Staff or Manager
Written by
Wendy Claypool
Updated over a week ago
Social Media
Connecting Your Social Media For Autoposting
Written by
Wendy Claypool
Updated over a week ago
Communications
How do I send a review request to my client?
Written by
Dex Oun
Updated over a week ago
How do I create and send a custom mass email?
Written by
Wendy Claypool
Updated over a week ago
How do I send a Holiday Greeting?
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
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
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
Creating Custom Blog Articles
Written by
Wendy Claypool
Updated over a week ago