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.
Our clients call our comprehensive curriculum “informative and invaluable.” Attend our training session to ensure you’ll meet job requirements, maintain CPE, and get that crucial competitive edge.
San Diego Training
We conduct training courses regularly throughout the year at our corporate offices in San Diego, CA.
- PTMS Basics
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!
We customize a training program to meet your needs and preferences, and we’re available for as long as you’re in the office.
Live, 30- to 60-minute sessions.
Brief prerecorded tutorials.
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 Opportunities.
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 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.