CountingWorks PRO 2.0

Getting Started

• CountingWorks PRO 2.0 Professional Portal - Welcome Overview
• What is the ProScore?

Clients

• How To Upload A Client List
• Deleting or Archiving a Client
• Uploading and Downloading Files To and From Clients
• Exporting Your Client List

Admin Users and Roles

• Adding Additional Staff or Manager

Social Media

• Connecting Your Social Media For Autoposting

Communications

• How do I create and send a custom mass email?

eSign

• How to use eSign and KBA compliance

Marketing Library

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

Appointment Scheduler

• Appointment Scheduler Setup for Google Calendar
• Appointment Scheduler Setup for Office 365 Business Calendars

Trello

• How to connect to Trello