NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

RECOVER DELETED ITEMS IN WEBMAIL Login to your Webmail at mail.yourdomain.com, enter your email and password. 1. Right click on the Trash folder. 2. In the context menu, click Recover Deleted Email. 3. Select the message (s) that you want to recover. 4. Click Recover to Folder. APPOINTMENT SCHEDULER SETUP FOR GOOGLE CALENDAR Please contact CountingWorks to activate the Online Appointment Reminder system in your account. We utilize Google Calendar and Gmail to sync with our Online Appointment Calendar. You will need t HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

RECOVER DELETED ITEMS IN WEBMAIL Login to your Webmail at mail.yourdomain.com, enter your email and password. 1. Right click on the Trash folder. 2. In the context menu, click Recover Deleted Email. 3. Select the message (s) that you want to recover. 4. Click Recover to Folder. APPOINTMENT SCHEDULER SETUP FOR GOOGLE CALENDAR Please contact CountingWorks to activate the Online Appointment Reminder system in your account. We utilize Google Calendar and Gmail to sync with our Online Appointment Calendar. You will need t HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

COMPANY - CLIENTWHYS Our first company, ImageOne, was sold to Greatland in 2007. Since then, we have transformed into the ClientWhys family of brands, including CountingWorks and TaxBuzz, our marketplace sites; and CountingWorks PRO, our all-in-one marketing and practice growth platform. These days, our integrated suite of applications is helping

more than 10,000

MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated MARKETING AUTOMATION SOFTWARE FOR CPAS, EAS AND TAX PROS Enter the CountingWorks PRO marketing automation platform, built exclusively for tax and accounting professionals. It is time to move on from the slow, one-by-one referral mindset into the “automated machine” stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. Learn More. ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

APPOINTMENT SCHEDULER SETUP FOR GOOGLE CALENDAR Please contact CountingWorks to activate the Online Appointment Reminder system in your account. We utilize Google Calendar and Gmail to sync with our Online Appointment Calendar. You will need t REVIEW REQUEST E-MAIL SET UP This is a step-by-step tutorial on setting up and sending the Review Request E-mail.. Set up your preferred review sites - Login to your ClientWhys Admin at portal.clientwhys.com; Click on Site Editor; Click on Settings; On the bottom of the page click on Branding Click on Social Media; Add your preferred review sites such as Google+ or Yelp.TaxBuzz will be added by default. FACEBOOK "LIKE" E-MAIL SET UP INSTRUCTIONS Click the preview button on the right or click send test to preview the request via email. Send the Facebook Like E-mail -. When you are ready to send, click on the Scheduling icon at the bottom of the page. Toggle to the right of Send Date / Time and click edit. Set your sending preferences and click save. PORTAL FOLDER RELEASE Portal Folder Release - 1.0. This update to the client portal includes security upgrades, server enhancements and new tools to make it easier for you to organize and share secure files with your clients. We have also updated what the clients view when they login to the portal to make it faster for them to download documents and communicate with NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

APPOINTMENT SCHEDULER SETUP FOR GOOGLE CALENDAR Please contact CountingWorks to activate the Online Appointment Reminder system in your account. We utilize Google Calendar and Gmail to sync with our Online Appointment Calendar. You will need t HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

APPOINTMENT SCHEDULER SETUP FOR GOOGLE CALENDAR Please contact CountingWorks to activate the Online Appointment Reminder system in your account. We utilize Google Calendar and Gmail to sync with our Online Appointment Calendar. You will need t HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

MARKETING AUTOMATION SOFTWARE FOR CPAS, EAS AND TAX PROS Enter the CountingWorks PRO marketing automation platform, built exclusively for tax and accounting professionals. It is time to move on from the slow, one-by-one referral mindset into the “automated machine” stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. Learn More. MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

CLIENT TUTORIAL VIDEO Client Tutorial Video. Aldex Oun. 2 years ago. Updated. Follow. Use your client portal to share messages and documents with your professional. No document size limits. Client Portal - (Clients) Revised from Lee Reams on Vimeo. Play. SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

EMAIL LISTS

This section includes all subscribers, unsubscribed and email lists. Subscribers - This is a list of all of your active subscribers, regardless of whether they have been assigned to a named email list.. Unsubscribed - This is a list of all of your unsubscribed or hard bounced subscribers. Clients who have hard bounced will show (bounce) next to their email address. ONLINE CPE – SUPPORT CENTER Online CPE . We are the Tax Review & Update Experts - ClientWhys provides the most comprehensive coverage of our ever-changing and evolving tax laws, regulations, rulings, filing procedures and troublesome areas, such as the Health Care provisions, relief and foreclosure, and the constant line up of new provisions each year. RECOVER DELETED ITEMS IN WEBMAIL Login to your Webmail at mail.yourdomain.com, enter your email and password. 1. Right click on the Trash folder. 2. In the context menu, click Recover Deleted Email. 3. Select the message (s) that you want to recover. 4. Click Recover to Folder. AUTOMATED BIRTHDAY ECARD Automated Birthday eCard. This tutorial will review how to set-up your automated Birthday eCards for clients in the database. It is a two-step process where you set-up the eCard settings and than add the clients birthday to their profile. This opens in a new window. NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

APPOINTMENT SCHEDULER SETUP FOR GOOGLE CALENDAR Please contact CountingWorks to activate the Online Appointment Reminder system in your account. We utilize Google Calendar and Gmail to sync with our Online Appointment Calendar. You will need t HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

APPOINTMENT SCHEDULER SETUP FOR GOOGLE CALENDAR Please contact CountingWorks to activate the Online Appointment Reminder system in your account. We utilize Google Calendar and Gmail to sync with our Online Appointment Calendar. You will need t HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

MARKETING AUTOMATION SOFTWARE FOR CPAS, EAS AND TAX PROS Enter the CountingWorks PRO marketing automation platform, built exclusively for tax and accounting professionals. It is time to move on from the slow, one-by-one referral mindset into the “automated machine” stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. Learn More. MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

CLIENT TUTORIAL VIDEO Client Tutorial Video. Aldex Oun. 2 years ago. Updated. Follow. Use your client portal to share messages and documents with your professional. No document size limits. Client Portal - (Clients) Revised from Lee Reams on Vimeo. Play. SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

EMAIL LISTS

This section includes all subscribers, unsubscribed and email lists. Subscribers - This is a list of all of your active subscribers, regardless of whether they have been assigned to a named email list.. Unsubscribed - This is a list of all of your unsubscribed or hard bounced subscribers. Clients who have hard bounced will show (bounce) next to their email address. ONLINE CPE – SUPPORT CENTER Online CPE . We are the Tax Review & Update Experts - ClientWhys provides the most comprehensive coverage of our ever-changing and evolving tax laws, regulations, rulings, filing procedures and troublesome areas, such as the Health Care provisions, relief and foreclosure, and the constant line up of new provisions each year. RECOVER DELETED ITEMS IN WEBMAIL Login to your Webmail at mail.yourdomain.com, enter your email and password. 1. Right click on the Trash folder. 2. In the context menu, click Recover Deleted Email. 3. Select the message (s) that you want to recover. 4. Click Recover to Folder. AUTOMATED BIRTHDAY ECARD Automated Birthday eCard. This tutorial will review how to set-up your automated Birthday eCards for clients in the database. It is a two-step process where you set-up the eCard settings and than add the clients birthday to their profile. This opens in a new window. NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

APPOINTMENT SCHEDULER SETUP FOR GOOGLE CALENDAR Please contact CountingWorks to activate the Online Appointment Reminder system in your account. We utilize Google Calendar and Gmail to sync with our Online Appointment Calendar. You will need t HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

APPOINTMENT SCHEDULER SETUP FOR GOOGLE CALENDAR Please contact CountingWorks to activate the Online Appointment Reminder system in your account. We utilize Google Calendar and Gmail to sync with our Online Appointment Calendar. You will need t HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

MARKETING AUTOMATION SOFTWARE FOR CPAS, EAS AND TAX PROS Enter the CountingWorks PRO marketing automation platform, built exclusively for tax and accounting professionals. It is time to move on from the slow, one-by-one referral mindset into the “automated machine” stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. Learn More. MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

CLIENT TUTORIAL VIDEO Client Tutorial Video. Aldex Oun. 2 years ago. Updated. Follow. Use your client portal to share messages and documents with your professional. No document size limits. Client Portal - (Clients) Revised from Lee Reams on Vimeo. Play. SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

EMAIL LISTS

This section includes all subscribers, unsubscribed and email lists. Subscribers - This is a list of all of your active subscribers, regardless of whether they have been assigned to a named email list.. Unsubscribed - This is a list of all of your unsubscribed or hard bounced subscribers. Clients who have hard bounced will show (bounce) next to their email address. ONLINE CPE – SUPPORT CENTER Online CPE . We are the Tax Review & Update Experts - ClientWhys provides the most comprehensive coverage of our ever-changing and evolving tax laws, regulations, rulings, filing procedures and troublesome areas, such as the Health Care provisions, relief and foreclosure, and the constant line up of new provisions each year. RECOVER DELETED ITEMS IN WEBMAIL Login to your Webmail at mail.yourdomain.com, enter your email and password. 1. Right click on the Trash folder. 2. In the context menu, click Recover Deleted Email. 3. Select the message (s) that you want to recover. 4. Click Recover to Folder. AUTOMATED BIRTHDAY ECARD Automated Birthday eCard. This tutorial will review how to set-up your automated Birthday eCards for clients in the database. It is a two-step process where you set-up the eCard settings and than add the clients birthday to their profile. This opens in a new window. NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions COMPANY - CLIENTWHYS Our first company, ImageOne, was sold to Greatland in 2007. Since then, we have transformed into the ClientWhys family of brands, including CountingWorks and TaxBuzz, our marketplace sites; and CountingWorks PRO, our all-in-one marketing and practice growth platform. These days, our integrated suite of applications is helping

more than 10,000

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700 MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

RECOVER DELETED ITEMS IN WEBMAIL Login to your Webmail at mail.yourdomain.com, enter your email and password. 1. Right click on the Trash folder. 2. In the context menu, click Recover Deleted Email. 3. Select the message (s) that you want to recover. 4. Click Recover to Folder. HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions COMPANY - CLIENTWHYS Our first company, ImageOne, was sold to Greatland in 2007. Since then, we have transformed into the ClientWhys family of brands, including CountingWorks and TaxBuzz, our marketplace sites; and CountingWorks PRO, our all-in-one marketing and practice growth platform. These days, our integrated suite of applications is helping

more than 10,000

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700 MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

RECOVER DELETED ITEMS IN WEBMAIL Login to your Webmail at mail.yourdomain.com, enter your email and password. 1. Right click on the Trash folder. 2. In the context menu, click Recover Deleted Email. 3. Select the message (s) that you want to recover. 4. Click Recover to Folder. HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

MARKETING AUTOMATION SOFTWARE FOR CPAS, EAS AND TAX PROS Enter the CountingWorks PRO marketing automation platform, built exclusively for tax and accounting professionals. It is time to move on from the slow, one-by-one referral mindset into the “automated machine” stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. Learn More. MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated CONTACT - CLIENTWHYS ClientWhys Inc. 3300 Irvine Avenue, Suite 208 Newport Beach, CA 92660. 1-800-442-2477. help@clientwhys.com

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

CLIENT VIEW WELCOME TUTORIAL Client View Welcome Tutorial. ClientWhys uses the same SSL technology to secure documents as online banks. Our drag-and-drop feature easily allows you to upload multiple documents at one time. Better yet, you can download all files in a conversation at one time. Eliminate the panicked client requests for tax return copies after hours. ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

ESIGN - GETTING STARTED Clients can sign from anywhere, including mobile. Template library with 7216 disclosures, engagement letters, and IRS efile authorization form 8879s. Getting started: Access the eSign application from the eSign tab on the top of your dashboard or from the clients section / documents. If the spouse is added under a client contact, they system MESSAGE CENTER STATUS AND TYPES Never forget to follow up on a client or lose track of missing information again. Our New, Open, Pending, and Solved status levels make it easy to manage your client engagements, improving your services and saving you valuable time. New - Brand new inbound messages from clients. Open - Works in progress or messages you have not started working on. NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions COMPANY - CLIENTWHYS Our first company, ImageOne, was sold to Greatland in 2007. Since then, we have transformed into the ClientWhys family of brands, including CountingWorks and TaxBuzz, our marketplace sites; and CountingWorks PRO, our all-in-one marketing and practice growth platform. These days, our integrated suite of applications is helping

more than 10,000

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700 MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

RECOVER DELETED ITEMS IN WEBMAIL Login to your Webmail at mail.yourdomain.com, enter your email and password. 1. Right click on the Trash folder. 2. In the context menu, click Recover Deleted Email. 3. Select the message (s) that you want to recover. 4. Click Recover to Folder. HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions COMPANY - CLIENTWHYS Our first company, ImageOne, was sold to Greatland in 2007. Since then, we have transformed into the ClientWhys family of brands, including CountingWorks and TaxBuzz, our marketplace sites; and CountingWorks PRO, our all-in-one marketing and practice growth platform. These days, our integrated suite of applications is helping

more than 10,000

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700 MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

RECOVER DELETED ITEMS IN WEBMAIL Login to your Webmail at mail.yourdomain.com, enter your email and password. 1. Right click on the Trash folder. 2. In the context menu, click Recover Deleted Email. 3. Select the message (s) that you want to recover. 4. Click Recover to Folder. HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

MARKETING AUTOMATION SOFTWARE FOR CPAS, EAS AND TAX PROS Enter the CountingWorks PRO marketing automation platform, built exclusively for tax and accounting professionals. It is time to move on from the slow, one-by-one referral mindset into the “automated machine” stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. Learn More. MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated CONTACT - CLIENTWHYS ClientWhys Inc. 3300 Irvine Avenue, Suite 208 Newport Beach, CA 92660. 1-800-442-2477. help@clientwhys.com

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

CLIENT VIEW WELCOME TUTORIAL Client View Welcome Tutorial. ClientWhys uses the same SSL technology to secure documents as online banks. Our drag-and-drop feature easily allows you to upload multiple documents at one time. Better yet, you can download all files in a conversation at one time. Eliminate the panicked client requests for tax return copies after hours. ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

ESIGN - GETTING STARTED Clients can sign from anywhere, including mobile. Template library with 7216 disclosures, engagement letters, and IRS efile authorization form 8879s. Getting started: Access the eSign application from the eSign tab on the top of your dashboard or from the clients section / documents. If the spouse is added under a client contact, they system MESSAGE CENTER STATUS AND TYPES Never forget to follow up on a client or lose track of missing information again. Our New, Open, Pending, and Solved status levels make it easy to manage your client engagements, improving your services and saving you valuable time. New - Brand new inbound messages from clients. Open - Works in progress or messages you have not started working on. NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions COMPANY - CLIENTWHYS Our first company, ImageOne, was sold to Greatland in 2007. Since then, we have transformed into the ClientWhys family of brands, including CountingWorks and TaxBuzz, our marketplace sites; and CountingWorks PRO, our all-in-one marketing and practice growth platform. These days, our integrated suite of applications is helping

more than 10,000

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700 MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

RECOVER DELETED ITEMS IN WEBMAIL Login to your Webmail at mail.yourdomain.com, enter your email and password. 1. Right click on the Trash folder. 2. In the context menu, click Recover Deleted Email. 3. Select the message (s) that you want to recover. 4. Click Recover to Folder. HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions COMPANY - CLIENTWHYS Our first company, ImageOne, was sold to Greatland in 2007. Since then, we have transformed into the ClientWhys family of brands, including CountingWorks and TaxBuzz, our marketplace sites; and CountingWorks PRO, our all-in-one marketing and practice growth platform. These days, our integrated suite of applications is helping

more than 10,000

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700 MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

RECOVER DELETED ITEMS IN WEBMAIL Login to your Webmail at mail.yourdomain.com, enter your email and password. 1. Right click on the Trash folder. 2. In the context menu, click Recover Deleted Email. 3. Select the message (s) that you want to recover. 4. Click Recover to Folder. HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

MARKETING AUTOMATION SOFTWARE FOR CPAS, EAS AND TAX PROS Enter the CountingWorks PRO marketing automation platform, built exclusively for tax and accounting professionals. It is time to move on from the slow, one-by-one referral mindset into the “automated machine” stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. Learn More. MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated CONTACT - CLIENTWHYS ClientWhys Inc. 3300 Irvine Avenue, Suite 208 Newport Beach, CA 92660. 1-800-442-2477. help@clientwhys.com

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

CLIENT VIEW WELCOME TUTORIAL Client View Welcome Tutorial. ClientWhys uses the same SSL technology to secure documents as online banks. Our drag-and-drop feature easily allows you to upload multiple documents at one time. Better yet, you can download all files in a conversation at one time. Eliminate the panicked client requests for tax return copies after hours. ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

ESIGN - GETTING STARTED Clients can sign from anywhere, including mobile. Template library with 7216 disclosures, engagement letters, and IRS efile authorization form 8879s. Getting started: Access the eSign application from the eSign tab on the top of your dashboard or from the clients section / documents. If the spouse is added under a client contact, they system MESSAGE CENTER STATUS AND TYPES Never forget to follow up on a client or lose track of missing information again. Our New, Open, Pending, and Solved status levels make it easy to manage your client engagements, improving your services and saving you valuable time. New - Brand new inbound messages from clients. Open - Works in progress or messages you have not started working on. NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

HOW DO I SWITCH MY EMAIL TO GOOGLE OR OFFICE 365 Google/Office 365 will provide you the step-by-step instructions to set up your email account. Google - Set Up GSuite for your Organization Microsoft - Office 365 If we manage your DNS, You will need to to supply the GSuite or Office 365 TXT and MX records. NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

HOW DO I SWITCH MY EMAIL TO GOOGLE OR OFFICE 365 Google/Office 365 will provide you the step-by-step instructions to set up your email account. Google - Set Up GSuite for your Organization Microsoft - Office 365 If we manage your DNS, You will need to to supply the GSuite or Office 365 TXT and MX records. MARKETING AUTOMATION SOFTWARE FOR CPAS, EAS AND TAX PROS Enter the CountingWorks PRO marketing automation platform, built exclusively for tax and accounting professionals. It is time to move on from the slow, one-by-one referral mindset into the “automated machine” stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. Learn More. MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

PROFESSIONAL VIEW PORTAL Professional View Portal. ClientWhys uses the same SSL technology to secure documents as online banks. Our drag-and-drop feature easily allows you to upload multiple documents at one time. Better yet, you can download all files in a conversation at one time. Eliminate the panicked client requests for tax return copies after hours. SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

CLIENT TUTORIAL VIDEO Client Tutorial Video. Aldex Oun. 2 years ago. Updated. Follow. Use your client portal to share messages and documents with your professional. No document size limits. Client Portal - (Clients) Revised from Lee Reams on Vimeo. Play. ONLINE CPE – SUPPORT CENTER Online CPE . We are the Tax Review & Update Experts - ClientWhys provides the most comprehensive coverage of our ever-changing and evolving tax laws, regulations, rulings, filing procedures and troublesome areas, such as the Health Care provisions, relief and foreclosure, and the constant line up of new provisions each year. RECOVER DELETED ITEMS IN WEBMAIL Login to your Webmail at mail.yourdomain.com, enter your email and password. 1. Right click on the Trash folder. 2. In the context menu, click Recover Deleted Email. 3. Select the message (s) that you want to recover. 4. Click Recover to Folder. HOW DO I SWITCH MY EMAIL TO GOOGLE OR OFFICE 365 Google/Office 365 will provide you the step-by-step instructions to set up your email account. Google - Set Up GSuite for your Organization Microsoft - Office 365 If we manage your DNS, You will need to to supply the GSuite or Office 365 TXT and MX records. AUTOMATED BIRTHDAY ECARD Automated Birthday eCard. This tutorial will review how to set-up your automated Birthday eCards for clients in the database. It is a two-step process where you set-up the eCard settings and than add the clients birthday to their profile. This opens in a new window. NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESS STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITION The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

COMPANY - CLIENTWHYS Our first company, ImageOne, was sold to Greatland in 2007. Since then, we have transformed into the ClientWhys family of brands, including CountingWorks and TaxBuzz, our marketplace sites; and CountingWorks PRO, our all-in-one marketing and practice growth platform. These days, our integrated suite of applications is helping

more than 10,000

MARKETING AUTOMATION SOFTWARE FOR CPAS, EAS AND TAX PROS Enter the CountingWorks PRO marketing automation platform, built exclusively for tax and accounting professionals. It is time to move on from the slow, one-by-one referral mindset into the “automated machine” stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. Learn More. MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

CLIENT VIEW TUTORIAL In addition, we have made the user interface more familiar and easier to navigate. Clients can quickly see all of their documents and secure messages, schedule appointments and even leave reviews. Clients will use the same login information as before, just a new secure url. Check out our client view demo video to get a preview of how it works. SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

ARE YOU HAVING TROUBLE SIGNING IN? Please enter your username or email address and password to login. If you can't remember your username or don't have an email address HAVING TROUBLE LOGGING IN? Please enter your username or email address and password to login. If you can't remember your username or don't have an email address TAXCPE NEW PASSWORD GUIDELINES As of February 15, 2019, ClientWhys has updated the minimum password requirements for all TaxCPE.com users and administrators. Please note the following changes: Strong Password Requirement Strong NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESSMICROSOFT OFFICE 365 CALENDARSOFFICE 365 BOOKINGSOFFICE 365 SCHEDULING SOFTWAREOFFICE 365 SCHEDULING TOOLMS OFFICE 365 SCHEDULING CALENDAROFFICE 365 APPOINTMENT SCHEDULER STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITIONHOW TO DO TAXES BOOKBEST BOOKS ON TAXES The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESSMICROSOFT OFFICE 365 CALENDARSOFFICE 365 BOOKINGSOFFICE 365 SCHEDULING SOFTWAREOFFICE 365 SCHEDULING TOOLMS OFFICE 365 SCHEDULING CALENDAROFFICE 365 APPOINTMENT SCHEDULER STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITIONHOW TO DO TAXES BOOKBEST BOOKS ON TAXES The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

COMPANY - CLIENTWHYS Our first company, ImageOne, was sold to Greatland in 2007. Since then, we have transformed into the ClientWhys family of brands, including CountingWorks and TaxBuzz, our marketplace sites; and CountingWorks PRO, our all-in-one marketing and practice growth platform. These days, our integrated suite of applications is helping

more than 10,000

MARKETING AUTOMATION SOFTWARE FOR CPAS, EAS AND TAX PROS Enter the CountingWorks PRO marketing automation platform, built exclusively for tax and accounting professionals. It is time to move on from the slow, one-by-one referral mindset into the “automated machine” stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. Learn More. MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

CLIENT VIEW TUTORIAL In addition, we have made the user interface more familiar and easier to navigate. Clients can quickly see all of their documents and secure messages, schedule appointments and even leave reviews. Clients will use the same login information as before, just a new secure url. Check out our client view demo video to get a preview of how it works. SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

ARE YOU HAVING TROUBLE SIGNING IN? Please enter your username or email address and password to login. If you can't remember your username or don't have an email address HAVING TROUBLE LOGGING IN? Please enter your username or email address and password to login. If you can't remember your username or don't have an email address TAXCPE NEW PASSWORD GUIDELINES As of February 15, 2019, ClientWhys has updated the minimum password requirements for all TaxCPE.com users and administrators. Please note the following changes: Strong Password Requirement Strong NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESSMICROSOFT OFFICE 365 CALENDARSOFFICE 365 BOOKINGSOFFICE 365 SCHEDULING SOFTWAREOFFICE 365 SCHEDULING TOOLMS OFFICE 365 SCHEDULING CALENDAROFFICE 365 APPOINTMENT SCHEDULER STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITIONHOW TO DO TAXES BOOKBEST BOOKS ON TAXES The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESSMICROSOFT OFFICE 365 CALENDARSOFFICE 365 BOOKINGSOFFICE 365 SCHEDULING SOFTWAREOFFICE 365 SCHEDULING TOOLMS OFFICE 365 SCHEDULING CALENDAROFFICE 365 APPOINTMENT SCHEDULER STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITIONHOW TO DO TAXES BOOKBEST BOOKS ON TAXES The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

COMPANY - CLIENTWHYS Our first company, ImageOne, was sold to Greatland in 2007. Since then, we have transformed into the ClientWhys family of brands, including CountingWorks and TaxBuzz, our marketplace sites; and CountingWorks PRO, our all-in-one marketing and practice growth platform. These days, our integrated suite of applications is helping

more than 10,000

MARKETING AUTOMATION SOFTWARE FOR CPAS, EAS AND TAX PROS Enter the CountingWorks PRO marketing automation platform, built exclusively for tax and accounting professionals. It is time to move on from the slow, one-by-one referral mindset into the “automated machine” stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. Learn More. MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

CLIENT VIEW TUTORIAL In addition, we have made the user interface more familiar and easier to navigate. Clients can quickly see all of their documents and secure messages, schedule appointments and even leave reviews. Clients will use the same login information as before, just a new secure url. Check out our client view demo video to get a preview of how it works. SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

ARE YOU HAVING TROUBLE SIGNING IN? Please enter your username or email address and password to login. If you can't remember your username or don't have an email address HAVING TROUBLE LOGGING IN? Please enter your username or email address and password to login. If you can't remember your username or don't have an email address TAXCPE NEW PASSWORD GUIDELINES As of February 15, 2019, ClientWhys has updated the minimum password requirements for all TaxCPE.com users and administrators. Please note the following changes: Strong Password Requirement Strong NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

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Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

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HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESSMICROSOFT OFFICE 365 CALENDARSOFFICE 365 BOOKINGSOFFICE 365 SCHEDULING SOFTWAREOFFICE 365 SCHEDULING TOOLMS OFFICE 365 SCHEDULING CALENDAROFFICE 365 APPOINTMENT SCHEDULER STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

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HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITIONHOW TO DO TAXES BOOKBEST BOOKS ON TAXES The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

NOBODY MAKES YOU AND YOUR PRACTICE LOOK BETTER THAN CLIENTWHYSCOMPANYMARKETPLACESEDUCATIONMARKETING SOFTWAREPORTALEMAIL Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow their business. This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online,

our

CONTINUING EDUCATION (CPE) FOR TAX PROFESSIONALS ClientWhys provides the most comprehensive coverage of our ever-changing US tax laws, regulations, rulings, filing procedures, and troublesome areas (such as tax reform, Section 199A, independent contractor rules, gig workers and much more). We cover it all: provisions that have been modified, will expire, or have been extended; new provisions

CLIENTWHYS PORTAL

Forgot password? 1.800.442.2477 +818.338.8700

GETTING STARTED

Signing up with CountingWorks PRO. What is CountingWorks PRO? Starting a CountingWorks PRO Trial: What happens once my free trial ends? How do I sign up with CountingWorks PRO? Is there a contract with your

services/packages?

HOW TO USE ESIGN AND KBA COMPLIANCE There are 4 ways to create an electronic signature. Draw your signature using your computer mouse or touchpad. Take a photo of your signature using your smartphone and upload it to the eSign Application. Type your name and select any one of our fonts to give your typed signature an authentic touch. Sign using your finger either

on our mobile

ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

APPOINTMENT SCHEDULER SETUP FOR OFFICE 365 BUSINESSMICROSOFT OFFICE 365 CALENDARSOFFICE 365 BOOKINGSOFFICE 365 SCHEDULING SOFTWAREOFFICE 365 SCHEDULING TOOLMS OFFICE 365 SCHEDULING CALENDAROFFICE 365 APPOINTMENT SCHEDULER STEP 3 - Set up the Office 365 Calendar parameters within the CountingWorks Pro Portal Editor. Login to your CountingWorks Pro admin at portal.countingworkspro.com. Click on your image in the top right hand corner. Click on Your Profile. Scroll down until you see Microsoft Sync - Copy and paste the ISC link from the email into the

CountingWorks

SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

HOW TO INSTALL THE BIG BOOK OF TAXES DESKTOP EDITIONHOW TO DO TAXES BOOKBEST BOOKS ON TAXES The Desktop edition of the Big Book of Taxes is downloaded directly on to your computer and is accessed through an icon on your desktop. The

file is hosted on

COMPANY - CLIENTWHYS Our first company, ImageOne, was sold to Greatland in 2007. Since then, we have transformed into the ClientWhys family of brands, including CountingWorks and TaxBuzz, our marketplace sites; and CountingWorks PRO, our all-in-one marketing and practice growth platform. These days, our integrated suite of applications is helping

more than 10,000

MARKETING AUTOMATION SOFTWARE FOR CPAS, EAS AND TAX PROS Enter the CountingWorks PRO marketing automation platform, built exclusively for tax and accounting professionals. It is time to move on from the slow, one-by-one referral mindset into the “automated machine” stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. Learn More. MILLIONS USE OUR MARKETPLACES TO FIND TAX & ACCOUNTING CountingWorks is leading the charge to showcase the best accounting pros in the digital age, making it easy for business owners to find much-needed advice and accounting assistance. Our network of five-star reviewed professionals use the latest technology to take the friction out of working with your accounting pro. Whether you need top-rated ONLINE APPOINTMENT SET UP FOR OFFICE 365 For Multiple Preparers – You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select Users and Access Levels and add the preparer. Next complete each of the set up screens including services, hours and the Office 365 link. Note each preparer must have their own

Calendar

CLIENT VIEW TUTORIAL In addition, we have made the user interface more familiar and easier to navigate. Clients can quickly see all of their documents and secure messages, schedule appointments and even leave reviews. Clients will use the same login information as before, just a new secure url. Check out our client view demo video to get a preview of how it works. SHOULD I DELETE OR ARCHIVE A CLIENT? Archiving a client hides them from your list of active users, but keeps their information stored in the archives. An archived client can be reactivated in the future. Go to the Client tab. Select a client. Scroll down to the bottom of the page and click Settings. Click the edit button to the right of Status. From the drop down select

"Archived".

LOGIN TO WEBMAIL

Login to Webmail – Support Center. Support Center. Rackspace Email

Set Up.

ARE YOU HAVING TROUBLE SIGNING IN? Please enter your username or email address and password to login. If you can't remember your username or don't have an email address HAVING TROUBLE LOGGING IN? Please enter your username or email address and password to login. If you can't remember your username or don't have an email address TAXCPE NEW PASSWORD GUIDELINES As of February 15, 2019, ClientWhys has updated the minimum password requirements for all TaxCPE.com users and administrators. Please note the following changes: Strong Password Requirement Strong

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WHAT WE THINK

Operating a tax and accounting practice is hard enough already. Disruption in the referral pipeline, automation threats, and constant changes to the law make it tough for busy pros to keep up and grow

their business.

This is where we come in. From keeping pros up-to-date on the latest law changes to showcasing the best professionals online, our “automated machine” is a turnkey platform that makes establishing a strong digital presence

simple.

We help you become the best pro you can be — then tell the whole

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Your online presence encompasses more than just a website—and prospects are out there searching for you RIGHT NOW. Our all-in-one marketing and practice growth platform makes reaching your business goals simple. Through relevant blog content, engaging social media posts, an SEO-dominating website and more, the pros we partner with are growing their practices and building valuable, long-lasting client

relationships.

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