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Portal 2.0

Portal 2.0

Everything you need to know to use the CountingWorks PRO Portal 2.0.

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20 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
Clients

How to notify clients of portal access?

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Written by Dex Oun
Updated over a week ago

How To Upload A Client List

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Written by Wendy Claypool
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
Admin Users and Roles

Adding Additional Staff or Manager

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Written by Wendy Claypool
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 send a review request to my client?

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Written by Dex Oun
Updated over a week ago

How do I create and send a custom mass email?

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Written by Wendy Claypool
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
eSign

How to use eSign and KBA compliance

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Written by Wendy Claypool
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

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

Creating Custom Blog Articles

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Written by Wendy Claypool
Updated over a week ago