Purchase standard or on-demand training

We offer a range of training options to help you get the most out of your software, and to help you and your staff be even more productive and profitable.
Standard training courses are offered online, or in live classroom sessions in various locations throughout the United States. The type of training and location is specified in the course offering listing. You’ll need to register each attendee, and CPE is available for many sessions.
On-Demand sessions are recorded video trainings covering various aspects of the software. On-Demand courses are available for your entire firm to view as many times as you’d like during a 12 month period. There is no CPE available for this type of training.
Purchasing Standard or On-Demand training
  1. Log in to My Account.
  2. Select My Training in the Notifications summary section.
  3. Select Search our Standard Training courses to view and enroll in Standard or On-Demand courses.
  4. Mark the checkboxes for the programs you're interested in to see all available training options. Then, select Search.
  5. Both Standard Training and On-Demand courses are available for review and purchase on this page. Notice the format, CPE credits, and options to purchase.
    • Select Add to Cart to purchase an On-Demand course.
    • Select View Times to review the available times for a specific training course.
    • If none of the available options fit your needs, you may benefit from a custom training engagement. Contact your Account Representative at 800-968-8900 to discuss the best training option for your firm.
  6. Once you've added the course to your Shopping Cart, select Checkout to provide payment information for the course, and Submit to process your order.