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  2. CountingWorks PRO 2.0

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
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