GetWise Annual Conference — In-Person Event

The annual GetWise training conference is dedicated to providing you and your staff with the industry knowledge and software technology know-how needed to maximize your success during tax season and beyond.

• Earn up to 16 continuing education credits when attending both in-person and virtual sessions
• Take a deep dive into any post-tax season tax law changes and the latest tax policy developments
• Learn how to maximize your use of Refunds Today Tax Software and understand what's new before tax season starts.
• Meet with tax software product experts, industry partners, and tax professional colleagues.

Annual Seminar — Virtual Event

Whether you are an experienced Refunds Today user, or you are looking for refresher training for you or your new staff, our annual training seminar is the best way to familiarize yourself with your Refunds Today Software, get up to speed with all recent tax law changes, and meet your CE, CPE and CTEC requirements.

Earn up to 8 hours of CE/CPE/CTEC credits by attending 4 virtual sessions:

• Tax Law Updates (2 CE/CPE/CTEC)
• Ethics (2 CE/CPE/CTEC)
• Data Security and your Written Information Security Plan (2 CE/CPE/CTEC)
• Tax Software Refresher Training (2 CE/CPE/CTEC)

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Pre-Recorded Training

Get the training you need, anytime of the day. Refunds Today offers a FREE robust line of prerecorded software training clips that will help you and your staff with everything from start to finish. Some of the over 200 training clips include:

• Installation and configuration of your Tax software
• How to e-File and manage your e-File submissions
• Correcting Rejected Returns
• Amending Returns
• Preparing Extensions

All these plus training recordings on W2/1099 Software and CCH iFirm Client Portal are available at your fingertips, anytime you need them.