At CountingWorks PRO, we like to compare our subscriptions to a gym membership. When you sign up at a gym, you’re looking to receive benefits: Get healthy, be more active, etc. You signed up for CountingWorks PRO to receive benefits, too: Grow your practice, operate a virtual firm, better serve your clients, and more.
But just like a gym membership, you have to show up the first day to start seeing results. With CountingWorks PRO, that means exploring your portal and completing 3 quick steps that we ask every client to do ASAP:
These 3 steps have one key thing in common:
All our most successful practices have completed them already.
So, take 15 minutes to complete them as soon as possible. Don’t worry if you don’t have many clients to upload yet. Start with uploading yourself and maybe family members or friends (with permission) and we’ll work up from there.
Connecting your social media accounts is only applicable to our Social Lite and Social Pro add-ons. If you’re curious about our social add-ons, please contact us at 1-800-442-2477 x4.
Then, continue your CountingWorks PRO “workout” by going further with these bonus steps:
As always, you can find answers to all your questions in our Knowledge Base.
While your CountingWorks PRO subscription is like a gym membership in many ways, there is one key difference:
It’s a whole lot easier.
Our platform is built to automate and take work off your plate. Follow the steps listed to set yourself up for success, but know that the vast majority of work needed to grow your practice online will be taken care of by us.
Ready to get started? Sign into your portal here.
Have questions? Reach out anytime. Use our chat feature in the bottom right-hand corner of your portal account or email us at firstname.lastname@example.org.
August 19, 2020
The world moved online – with TeleAccountant™, you can too. The COVID-19 pandemic has accelerated […]
June 12, 2020
The COVID-19 emergency has quickly disrupted how many tax and accounting professionals work. Operating with […]
April 16, 2020
The tax and accounting profession will play a vital role in assisting taxpayers and businesses […]