Call Today! 1-800-442-2477


Thank you for subscribing to our pro newsletter!


Product Update: Record Meetings in TeleAccountant™

February 15, 2021

In our latest CountingWorks PRO update, we added a new appointment recording feature to the popular TeleAccountant™ video chat tool. Pros can now record parts or all of their client meetings to refer back to them later. 

How to start a recording in TeleAccountant:

Login to

To record a video chat:

  • Join your Personal Meeting Room and start a meeting
  • Click on the Start Recording button located on the upper left corner of the video screen. Note there will be a slight delay before the recording begins.
  • When the recording begins, you will notice the Start Recording button has turned red and changed to Stop Recording. A red dot will also appear on the bottom left of each participant’s window.

Screenshot of TeleAccountant call recording

  • The participants will see a prompt on their screen notifying them when the recording has started and when the recording has stopped.

Notification of recording

Notification that recording has stopped

  • To stop recording, simply click on the Stop Recording button on the upper left.

To access your recordings:

  • From your Dashboard, Select Appointments and click on Recordings
  • Here you will see a list of your previously recorded meetings. 

List of previous recordings screenshot

  • You can sort your recordings by Start time and Select the recording you want to review.
  • Preview the recording by clicking on the video, or use the Action buttons to download or delete your recording.

Caution: CountingWorks PRO stores recordings for 30 days. After 30 days, your recordings will be deleted permanently. Once deleted, a recording cannot be recovered. If you want to save the recording longer than 30 days, we recommend you download the recording to your local drive.

To learn more about this new feature, visit our help center for a video on how to record and access your recordings.

Pro advice, ideas, and information to help your practice get going and grow.

Newsletter 2

  • This field is for validation purposes and should be left unchanged.

Free Demo.

No contract.

Cancel anytime.

Schedule a Free Demo!

Interested? Try CountingWorks PRO

Schedule a Free Demo! Request more info

CountingWorks PRO Staff

Our marketing experts have years of experience helping independent tax and accounting professionals get the most out of their practices. Our proven methods have helped tens of thousands succeed. Follow us on @countingwkspro to get updated year round.

Recommended Posts

Digital Marketing Strategies for Accounting Firms – Strategies for Succeeding in 2022 and Beyond

February 2, 2022

Accounting contributes significantly to the economy at large, with over 110 billion dollars in reported […]

What Tax and Accounting Professionals Have Learned From the COVID-19 Crisis

April 16, 2020

The tax and accounting profession will play a vital role in assisting taxpayers and businesses […]

Here Are 4 of the Most Important Factors in Web Design

September 1, 2021

As our team began work on the development of CountingWorks PRO 3.0 in 2020, we […]