Green Portal

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

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 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

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

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 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 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

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

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

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

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

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 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

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 - 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

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

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

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

Written by Wendy Claypool
Updated over a week ago

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