Use the links listed below to register for TaxWise, TaxWise Online product training, or TaxWise training offered in Spanish.

TaxWise Product Training Sessions:

• TaxWise Administrator Orientation
• TaxWise Administrator Orientation (in Spanish)
• TaxWise Preparer Orientation
• TaxWise Preparer Orientation (in Spanish)

TaxWise Online Product Training Sessions:

• TaxWise Online Administrator Orientation
• TaxWise Online Preparer Orientation

Once you have accessed the registration page, complete the following steps to register for product training.

1. Use the drop-down menu to select the date and time you would like to attend
2. Enter your First and Last name, Email Address, and your Client ID Number (CID)
3. Click Register at the bottom of the page to complete registration.

• A confirmation notification will be sent to the email you provided

To review a full list of product training, please refer to Product training registration for ATX™, CCH iFirm®, PaperlessPLUS™, Payroll Compliance Reporting, TaxWise®, and TaxWise® Online

Contact Customer Education (SFS.CustomerEd@wolterskluwer.com) if you experience any issues registering or do not receive your confirmation email.