All Collections
Portal 2.0

Portal 2.0

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

Dex Oun avatar Wendy Claypool avatar
47 articles in this collection
Written by Dex Oun and Wendy Claypool
Getting Started

CountingWorks PRO 2.0 Professional Portal - Welcome Overview

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago

What is the ProScore?

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago
Messages

How do I bulk edit messages?

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

How do I send a message to my clients?

Dex Oun avatar
Written by Dex Oun
Updated over a week ago
TeleAccountant™

How to use TeleAccountant™

Dex Oun avatar
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.
Dex Oun avatar
Written by Dex Oun
Updated over a week ago

How to Apply a Virtual Background to your Video Meetings

Dex Oun avatar
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.
Dex Oun avatar
Written by Dex Oun
Updated over a week ago
Clients

How To Upload A Client List

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago

How to export client list from Tax Software

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

How to notify clients of portal access?

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

Deleting or Archiving a Client

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago

Uploading and Downloading Files To and From Clients

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago

Exporting Your Client List

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago

How Do I Assign Clients To A Staff Member?

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

Client Password Reset

Dex Oun avatar
Written by Dex Oun
Updated over a week ago
Social Media

Connecting Your Social Media For Autoposting

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago
Communications

How do I create and send a custom mass email?

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

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

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

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

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

How do I send a review request to my client?

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

How do I send a Holiday Greeting?

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

How do I change the design of my newsletters?

Dex Oun avatar
Written by Dex Oun
Updated over a week ago
Leads

How do I convert a lead to a client?

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

How do I send a lead a nurture campaign?

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

How do I create new nurture campaigns?

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

How to Enable Two Factor Authentication.

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

Adding Additional Staff or Manager

Dex Oun avatar
Written by Dex Oun
Updated over a week ago
Website

How do I update my website?

Dex Oun avatar
Written by Dex Oun
Updated over a week ago
eSign

How to use eSign and KBA compliance

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago

Spouse is not receiving eSign document

Dex Oun avatar
Written by Dex Oun
Updated over a week ago
Marketing Library

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

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago

How to Create and Download Videos

Wendy Claypool avatar
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.
Dex Oun avatar
Written by Dex Oun
Updated over a week ago

The Monthly Marketing Library - Getting Started

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago
Appointment Scheduler

Why is my Google Calendar no longer syncing?

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

Appointment Scheduler Setup for Google Calendar

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago

Appointment Scheduler Setup for Office 365 Business Calendars

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago
Trello

How to connect to Trello

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago
Blog Content

How Do I Activate or Deactivate Blog Categories?

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago

Creating Custom Blog Articles

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago
Email Notifications

Emails to Microsoft-based email services not being delivered

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

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

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

Email Notifications from your Clients

Wendy Claypool avatar
Written by Wendy Claypool
Updated over a week ago
Marketplace

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

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

Cancellation Policy

Dex Oun avatar
Written by Dex Oun
Updated over a week ago
Miscellaneous Issues

Unable to Download Files in Chrome (Windows)

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