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CountingWorks PRO

Marketing Platform Academy

marketing platform academy

Learn How to Use the CountingWorks PRO Marketing Platform

The CountingWorks PRO Marketing Platform keeps everything together in one secure place. No matter how many clients you have or how many team members are working on a project, our marketing platform makes it easy to attract, satisfy, and retain more clients.

Class 101: The Basics

In this course, you’ll learn the basics of your marketing platform to turn your one-to-one referrals into a referral machine.

Here’s what you can look forward to in Class 101:

  • Use the dashboard to analyze metrics
  • Change portal settings to fit your business
  • Manage your appointments and scheduler
  • Manage your clients

Class 201: Communication With Your Clients Is Key

In this course, you’ll master the tools we offer to communicate with your clients, nurture leads, and track communication performance.

Here’s what you can look forward to in class 201:

The messages tool to send custom mass emails
The communication tool to send holiday greetings, review requests, etc.
The leads tool to create and set up nurture campaigns for your leads

Class 301: Master Your Online Presence

In this course, you’ll learn the ins and outs of your website editor, access your marketing library, and build your brand further online through our ProScore.

Here’s what you can look forward to in class 301:

Use the basics of the Website Editor
Navigate and use the Marketing Library to create custom brochures and videos
Understand the ProScore

Register for an Upcoming Training Session

Class 101:

Duration: 27 mins

Class 201:

Duration: 15 mins

Class 301:

Duration: 15 mins

Join the 8,000+ CPAs, EAs, and tax professionals supercharging their practice growth