Training Solutions for PTMS Users

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 you need 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. Ensure you’ll meet job requirements, maintain CPE, and keep your crucial competitive edge.

View the 2022 Education Schedule

Classroom training sessions

San Diego Training

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

  • PTMS Basics
  • PTMS Basics: Real Property
  • PTMS Advanced

Regional Training

Each year we send our most experienced training professionals to cities across the United States to teach best practices and provide you with the skills you need to master advanced activities inside PTMS. You save most of the time and expense of traveling for training!

On-site Training

We customize a training program to meet your needs and preferences, and we’re available for as long as you’re in the office.

Web-based training sessions


Live, 30- to 60-minute sessions.

On-demand training

Brief prerecorded 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 > Learn.



Join us October 18-19 for CSC CONNECT 2022 is a two-day conference offering comprehensive peer-driven programs, educational content, and live virtual networking. Industry experts and the community collaborate to discover and evolve successful strategies for today’s property tax professionals.

The conference is an excellent training opportunity, featuring a multitude of topics presented by CSC staff members and PTMS users. Engage in comprehensive peer-driven programs, explore exceptional educational content, and discover successful strategies for managing the ever-changing property tax landscape.

Get started now!

Find what you need

  • Browse the Education Schedule for classes on our complete tax, tax appeal, and compliance life cycle solutions
  • Register for live sessions via Connections > Learn > Live Training
  • Register for upcoming webcasts and view past webcasts via Connections > Learn > Webcasts

We’re here to help!

Prefer to discuss training personally? Need more information? Call 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 email

You may submit complaints regarding registered sponsors to the National Registry of CPE Sponsors through its website,

Interested in training?



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PTMS resources