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Green Portal
Green Portal
Everything you need to know to use the CountingWorks PRO Green Portal.
110 articles in this collection
Written by
Wendy Claypool
Automated Newsletter
How do I send the monthly newsletter to a new client?
Written by
Wendy Claypool
Updated over a week ago
Communication Overview
Written by
Wendy Claypool
Updated over a week ago
Communication Newsletter Set Up
Written by
Wendy Claypool
Updated over a week ago
Automated Newsletter
Written by
Wendy Claypool
Updated over a week ago
Setting Up the Call To Action Buttons on my Newsletter and Greetings
Written by
Wendy Claypool
Updated over a week ago
Email Newsletter Tracking Statistics
Written by
Wendy Claypool
Updated over a week ago
View Upcoming Email Newsletter
Written by
Wendy Claypool
Updated over a week ago
How do I Pause or Reschedule the Auto Email Newsletter?
Written by
Wendy Claypool
Updated over a week ago
Creating a custom newsletter
Written by
Wendy Claypool
Updated over a week ago
The Newsletter Sign-Up Form - Opt-in
Written by
Wendy Claypool
Updated over a week ago
eSign
IRS Form 8879 KBA Version Now Available
Written by
Wendy Claypool
Updated over a week ago
Introducing eSign for CPAs, EAs and Tax Professionals
Written by
Wendy Claypool
Updated over a week ago
eSign - Getting Started
Written by
Wendy Claypool
Updated over a week ago
eSign Custom Template Tutorial
Written by
Wendy Claypool
Updated over a week ago
eSign Signature Execution Tutorial
Written by
Wendy Claypool
Updated over a week ago
Sending Custom eSign Templates with Identity Verification
Written by
Wendy Claypool
Updated over a week ago
Online Appointments & Reminders
Online Appointment Set Up for Google
Written by
Wendy Claypool
Updated over a week ago
Due Date Reminders
Written by
Wendy Claypool
Updated over a week ago
Setting Appointments - Office 365
Written by
Wendy Claypool
Updated over a week ago
Setting Appointments - Google
Written by
Wendy Claypool
Updated over a week ago
Google Apps/GSuite and the Private iCal Link
Written by
Wendy Claypool
Updated over a week ago
Google Calendar Sync and Microsoft Outlook Calendar
Written by
Wendy Claypool
Updated over a week ago
How do I Cancel an Online Appointment?
Written by
Wendy Claypool
Updated over a week ago
Online Appointment Set Up for Office 365
Written by
Wendy Claypool
Updated over a week ago
Client Management
Should I Delete or Archive a Client?
Written by
Wendy Claypool
Updated over a week ago
Permanently Delete a Client from the Portal
Written by
Wendy Claypool
Updated over a week ago
Add a Spouse to the Client List
Written by
Wendy Claypool
Updated over a week ago
Permanently Delete a Spouse from the Portal
Written by
Wendy Claypool
Updated over a week ago
Client Password Reset
Written by
Wendy Claypool
Updated over a week ago
How Do I Export My Client List
Written by
Wendy Claypool
Updated over a week ago
Client List - Database Template
Written by
Wendy Claypool
Updated over a week ago
Add a New Client
Written by
Wendy Claypool
Updated over a week ago
Improve Your Presence
What is the Take Two Review?
Written by
Wendy Claypool
Updated over a week ago
What is the CountingWorks ProScore?
Written by
Wendy Claypool
Updated over a week ago
Share Your Expertise by Participating in Our Monthly Q&As
Written by
Wendy Claypool
Updated over a week ago
Message Center
Message Center Email Signature
Written by
Wendy Claypool
Updated over a week ago
Printing Messages From Portal
Written by
Wendy Claypool
Updated over a week ago
Deleting Messages, Documents and Folders
Written by
Wendy Claypool
Updated over a week ago
Bulk Message Center Status Update
Written by
Wendy Claypool
Updated over a week ago
Assigning and Task Collaboration
Written by
Wendy Claypool
Updated over a week ago
Status and Types
Written by
Wendy Claypool
Updated over a week ago
Send Secure Messages to Groups or All Clients
Written by
Wendy Claypool
Updated over a week ago
Professional View Portal
Professional Portal Welcome Overview Video
Written by
Wendy Claypool
Updated over a week ago
Starting a secure conversation
Written by
Wendy Claypool
Updated over a week ago
Add a Professional Headshot Portrait
Written by
Wendy Claypool
Updated over a week ago
Dashboard Activity Feed
Written by
Wendy Claypool
Updated over a week ago
Setting Up the Send a Referral Page
Written by
Wendy Claypool
Updated over a week ago
Using Tags to organize documents
Written by
Wendy Claypool
Updated over a week ago
How do I rename a file?
Written by
Wendy Claypool
Updated over a week ago
Global File Purger
Written by
Wendy Claypool
Updated over a week ago
CountingWorks PRO Green Portal Preferences and Settings
Written by
Wendy Claypool
Updated over a week ago
Client Portal Notes
Written by
Wendy Claypool
Updated over a week ago
Tips & Tricks
Google Analytics Bot and Spider Report Filtering
Written by
Wendy Claypool
Updated over a week ago
Content Feed - CSS Style Guide
Written by
Wendy Claypool
Updated over a week ago
Adding Content Feed Java Script to Word Press
Written by
Wendy Claypool
Updated over a week ago
Font Size Tool Added to Text Editor
Written by
Wendy Claypool
Updated over a week ago
Domains
Transferring a Domain to ClientWhys
Written by
Wendy Claypool
Updated over a week ago
Transferring a Domain with Email Hosted by a Third-Party
Written by
Wendy Claypool
Updated over a week ago
How do I switch my email to Google or Office 365?
Written by
Wendy Claypool
Updated over a week ago
Wesite Editor Plugins
Let's Talk Website Overlay Tool
Written by
Wendy Claypool
Updated over a week ago
Website Overlay Plug-In
Written by
Wendy Claypool
Updated over a week ago
Review Plug-in
Written by
Wendy Claypool
Updated over a week ago
Google Map Plugin
Written by
Wendy Claypool
Updated over a week ago
Website Editor
How do I add a PDF hyperlink to an article?
Written by
Wendy Claypool
Updated over a week ago
Home page layout and design basics
Written by
Wendy Claypool
Updated over a week ago
Homepage Design and Plugins
Written by
Wendy Claypool
Updated over a week ago
Primary Presentation
Written by
Wendy Claypool
Updated over a week ago
Adding logo to website header
Written by
Wendy Claypool
Updated over a week ago
Website color scheme
Written by
Wendy Claypool
Updated over a week ago
Website Custom Color Selection
Written by
Wendy Claypool
Updated over a week ago
Website Navigation Set Up
Written by
Wendy Claypool
Updated over a week ago
Website page editor
Written by
Wendy Claypool
Updated over a week ago
Font Selection
Written by
Wendy Claypool
Updated over a week ago
Editor Image Upload Option
Written by
Wendy Claypool
Updated over a week ago
Enable Top Nav Bar Plugin
Written by
Wendy Claypool
Updated over a week ago
Website Plugins
Written by
Wendy Claypool
Updated over a week ago
How Do I Add Paypal Payments To My Website?
Written by
Wendy Claypool
Updated over a week ago
How Do I Add Authorize.net Payments To My Website?
Written by
Wendy Claypool
Updated over a week ago
Adding footer disclosure
Written by
Wendy Claypool
Updated over a week ago
Social Media links
Written by
Wendy Claypool
Updated over a week ago
Site Editor Welcome Message
Written by
Wendy Claypool
Updated over a week ago
Blog Feed
Custom Blog Articles Review
Written by
Wendy Claypool
Updated over a week ago
How Do I Turn a Blog Category On or Off?
Written by
Wendy Claypool
Updated over a week ago
Social Media
Social Media Set Up: Facebook, Twitter and LinkedIn
Written by
Wendy Claypool
Updated over a week ago
Facebook App Permissions Reconfirmation Required Every 90 Days
Written by
Wendy Claypool
Updated over a week ago
Admin Users and Roles
Are You Having Trouble Signing in?
Written by
Wendy Claypool
Updated over a week ago
Admin Locked Out of Portal
Written by
Wendy Claypool
Updated over a week ago
Hero Admin Account CC Function on Messages
Written by
Wendy Claypool
Updated over a week ago
Assigning Admin Rights to Employees
Written by
Wendy Claypool
Updated over a week ago
Security
Security - Portal
Written by
Wendy Claypool
Updated over a week ago
New: reCaptcha V3 added to website forms
Written by
Wendy Claypool
Updated over a week ago
Leads - Automated Lead Management
Blog Article Conversion Tool
Written by
Wendy Claypool
Updated over a week ago
Nurture Lead Campaign Track Sent Messages
Written by
Wendy Claypool
Updated over a week ago
Lead List Database Import
Written by
Wendy Claypool
Updated over a week ago
Lead List Database Template
Written by
Wendy Claypool
Updated over a week ago
Leads Tool Introductory Tutorial
Written by
Wendy Claypool
Updated over a week ago
Leads Introduction Tutorial
Written by
Wendy Claypool
Updated over a week ago
Communication - Special Announcements
Coronavirus Disease Emergency Announcement
Written by
Wendy Claypool
Updated over a week ago
How Do I Find and Send the Coronavirus Email Template
Written by
Wendy Claypool
Updated over a week ago
Subscriber Management
Email List Database Import
Written by
Wendy Claypool
Updated over a week ago
Email List Database Import - Database Template
Written by
Wendy Claypool
Updated over a week ago
What happens if I import duplicate email addresses?
Written by
Wendy Claypool
Updated over a week ago
How Do I Export My Email Subscriber List
Written by
Wendy Claypool
Updated over a week ago
Newsletter Subscriber List Maintenance
Written by
Wendy Claypool
Updated over a week ago
Client Alerts
Client Alerts
Written by
Wendy Claypool
Updated over a week ago
Greetings
Automated Birthday eCard
Written by
Wendy Claypool
Updated over a week ago
Review Request E-mail Set up
Written by
Wendy Claypool
Updated over a week ago
Facebook "Like" E-mail Set Up Instructions
Written by
Wendy Claypool
Updated over a week ago
Attract Five Star Client Reviews
Written by
Wendy Claypool
Updated over a week ago
eCards New Designs
Written by
Wendy Claypool
Updated over a week ago