To maximize the value you find in our software solutions, we offer a variety of training courses to provide you with the knowledge and skills required to successfully manage your compliance processes and satisfy your internal reporting requirements. Our courses allow you to work with your own company data, whenever possible, to provide a realistic experience.

Our comprehensive curriculum clients call “informative and invaluable” ensures training attendees meet job requirements, maintain CPE, and get that crucial competitive edge.

Training sessions

San Diego training

We conduct training courses regularly throughout the year at our corporate offices in San Diego, CA.

  • AppealTrack Basics

On-site training

Training program is customized to your needs and preferences and we’re available for as long as you’re in the office.

Web-based training sessions


Live, 30 – 60 minute sessions.

On-demand training

Brief pre-recorded tutorials.

Virtual classroom

Custom one-on-one training.

Virtual classes provide a convenient alternative to classroom training. All you need is Internet access and either a telephone or speakers/headphones depending on the type of training session you choose. All web-based sessions are accessed through Connections > Training Center.

Get started now!

Find what you need

  • Browse the University Schedule for classes on our complete tax, tax appeal, and compliance lifecycle solutions
  • Register via Connections > Training Center
  • Schedule on-site training

We’re here to help!

Prefer to discuss training personally? Need more information? Contact us at 877.426.7782 or use the form below!

* Please note, 24/7 video curriculum is not eligible for CPE credit.
** All sessions are shown in central time (CT).

CPE information

General information

CPE processing for all courses are processed by Corptax, Inc. which is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

NASBA National Registry of CPE Sponsors – Sponsor License Number 108611. Texas State Board of Public Accountancy – Sponsor Number 009498

Complaint resolution information

To register complaints about course content, delivery method, or CPE issues, please contact

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website

Interested in training?

858.547.4100 ext. 65304