Currently offered product training is listed below. The links provided will take you to the product training registration page for each specific session. Click the link of the session you would like to attend to register for a live session.

CCH iFirm Product Training Sessions:

• Welcome to CCH iFirm Client Portal
• Welcome to CCH iFirm Practice Manager

Payroll Compliance Reporting Product Training Sessions:

• Introduction to Payroll Compliance Reporting

Once you have opened 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.

Note: A confirmation notification will be sent to the email you provided. Contact Customer Education (SFS.CustomerEd@wolterskluwer.com) if you experience any issues registering or do not receive your confirmation email.

Product training for TaxWise and TaxWise Online can be found in the TaxWise and TaxWise Online Learning Portals. To access the Learning Portals you will need to be logged in to the TaxWise Solution Center or MyATX Solution Center using your client ID, username and password. 

The TaxWise, TaxWise Online, ATX, and Payroll Compliance Learning Portals provide a guided learning path designed to help you get the most out of your software. Video guides, practice resources, and online support will ensure a quick and successful start to your experience.

• TaxWise Learning Portal
• TaxWise Online Learning Portal
• ATX Learning Portal

If you are new to ATX and once you have completed the ATX on-demand curriculum and you still have questions, you can register for a live question and answer session with a product expert. Use the links provided below to register for a live ATX Administrator or the ATX Preparer Question and Answer Session.

• ATX Administrator Question & Answer Session
• ATX Preparer Question & Answer Session

If you are new to TaxWise Online and once you have completed the TaxWise Online on-demand curriculum and you still have questions, you can register for a live question and answer session with a product expert. Use the links provided below to register for a live TaxWise Administrator or TaxWise Preparer Question and Answer session.

• TaxWise Online Administrator Question & Answer Session
• TaxWise Online Preparer Question & Answer Session

If you are new to TaxWise Desktop and once you have completed the TaxWise on-demand curriculum and you still have questions, you can register for a live question and answer session with a product expert. Use the links provided below to register for a live TaxWise Administrator or TaxWise Preparer Question and Answer session.

• TaxWise Administrator Question & Answer Session
• TaxWise Administrator Question & Answer Session (in Spanish)
• TaxWise Preparer Question & Answer Session
• TaxWise Preparer Question & Answer Session (in Spanish)

 

Para obtener la versión en español de este artículo de Knowledge Base, haga clic aquí: Registro de entrenamiento de productos para ATX™, CCH iFirm®, PaperlessPLUS™, Payroll Compliance Reporting, TaxWise® y TaxWise® Online