• Understanding Task Management in Practice Manager

  COUNT’s Practice Manager helps you organize and track the work required to serve your clients and run your firm. Tasks can be assigned to clients or staff, grouped into projects, or generated from templates. Creating a Task Tasks can be created from several places: From a client profile inside practice manager Within a client's workspace in the Tasks tab Within a project Inside a project template Or directly from the Tasks tab in Practice Manager, where youSome readers

• How to Create Project Templates in COUNT Practice Manager

  If you regularly manage similar projects for multiple clients, creating a Project Template will save you time. Instead of manually building out each project and adding tasks one by one, you can set up a reusable template with predefined tasks. For example, if you need to prepare year-end tax returns for many clients, a template helps you create consistent projects quickly. Create a New Project Template In Practice Manager, go to Settings → Project Templates. (https://storageFew readers

• How to Send an SMS from Count Practice Manager

  Count Practice Manager’s Inbox allows you to communicate directly with your clients from one centralized place. You can send SMS messages, view message history, manage client details, and keep internal notes, all without leaving the Practice Manager workspace. This guide walks you through how to send a new inbox message to a client. 1. Navigate to the Inbox Log inFew readers

• How to Add a Client in Practice Manager

  Adding a client in Practice Manager allows you to manage their books, track tasks, and collaborate—all in one place. The video below gives a complete walkthrough: 1. Steps to Add a Client Go to the Clients tab from the top navigation bar. Click the orange + Add Client button. (https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/addclient-1pt9zzlFew readers

• Understanding Client Account Types in COUNT: Client Portal vs Full Accounting Workspace

  When onboarding clients in COUNT through the Practice Manager, you can choose between two different account types depending on the level of service you provide. These are: Client Portal Full Accounting Workspace Each serves a distinct purpose and is designed to support different types of client relationships. Client Portal A Client Portal is a lightweight collaboration space designed for communication and task management between you and your clients. What It IncludesFew readers

• How to Invite a User to Practice Manager

  You can invite team members to your Practice Manager (PM) account so they can access the platform and collaborate with your organization. When sending an invitation, you'll assign a role that determines the user's permissions within PM. Before You Begin Before inviting a user, make sure you have: Access to the PM account. Permission to manage users and team members. The email address of the person you want to invite. An understanding of which role the user should have. Steps to IFew readers