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Training & Support

When it comes to preparing for tax season, we offer you a variety of resources to help your business succeed. We ensure that you have what you need to address your fundamental requirements and offer a level of training and education that helps you make the program work for you, without limitation. The extensive line of training resources include, New User Orientation, User Guides, and Frequently Asked Questions.

Visit our Training page to gain access to:

Webinars | New Users | FAQs

Whether you're a veteran or a first time ATX or TaxWise user, we have resources available to help you make the most of the software, regardless of your preferred learning style.

Support Sites

The ATX Solution Center and TaxWise Solution Center provide useful information to help you before, during and after tax season. Below are a few examples.

Latest News & Blogs

Use Latest News to get with up-to-date information. This section changes frequently, especially during tax season, and provides you with information such as:

  • Important news from ATX and TaxWise
  • Important news from the IRS
  • Information new about bank products
  • IRS Quick Alerts
  • Upcoming tax deadlines

Knowledge Library

Use the Knowledge Library to search a database of solutions to issues that may arise during installation and use of ATX and TaxWise products. As a new issue arises, Customer Care adds a new entry in the Knowledge Library with known or potential solutions to the issue.

Community Boards

If you want to see what other users are discussing, go to the ATX / TaxWise Community Boards. Use the Community Board to share ideas, tips, and best practices with other users.

Existing customers can log in to the support sites here: