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Property Tax and Business License Training Services

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Welcome to training services for CSC PTMS®, CSC AppealTrack®, and CSC License Pro®. Here you'll find resources to help you meet job requirements, maintain continuing professional education (CPE), and achieve PTMS certification—everything you need to support your career as a tax professional.

We offer a variety of training courses to provide users with the knowledge and skills they need to successfully manage their property tax management and real estate appeal management work. Work with your own company data, maintain CPE requirements, and keep your crucial competitive edge.

We provide courses to suit every knowledge level, schedule, and business goal.

Training opportunities

Take advantage of multiple ways to learn. Contact your CSC account manager to request more information about training resources.

Trainers come to you and tailor the session to your preferences.

Pre-recorded training content available 24x7.

Live, 30- to 60-minute monthly education sessions.

One-on-one training conducted over video conference that’s tailored to your needs.

Work with your training specialist to match courses to your business goals.

  • Develop an agenda to meet your specific needs

  • Attend onsite or online classes

  • Choose to train using your own data or standard data

This is the most cost-effective training option. For one low fee, your organization can take as many CPE-credited sessions as you like.*

Topics cover the entire tax life cycle including automation, analytics, data management, and more.

  • Attend live online sessions scheduled throughout the year

  • Take self-study sessions at your convenience

  • Attend classroom sessions offered in various CSC locations

  • Prepare for PTMS certification in a classroom setting

*Training sessions can be purchased à la carte without a CES.

  • Basic to advanced training covering the property tax life cycle, including hands on sessions

  • Client-shared business cases for best practices and inspiration

  • Forum for personal assistance and business process expertise

  • Networking with peers and industry leaders

Get started now

Browse the education schedule and register for training sessions via CSC Connections or reach out to education@cscglobal.com to schedule in-person training. Please note, on-demand video content is not eligible for CPE credit. All sessions are shown in central time (CT).

Continuous Education Subscription (CES)

CES delivers software training year round. For a low annual rate, all users have unlimited access to training—from self-study and instructor-led online classes to classroom events. Learn new features, basic and advanced functions, and best practices, all at your own pace.

Elevated software use

  • Improve team’s skills to deliver greater compliance results

  • Stay up to date on features and best practices

  • Quickly train new staff

Invaluable insight

  • Remove training barriers due to cost, geography, and timing

  • One rate for entire team—not by individual

Multiple training options

  • Self-paced online learning

  • Instructor-led classes over the web

  • Instructor-led regional training classes across the U.S.

Easy accessibility

  • Easy access and registration via CSC Connections

  • No payment for individual classes required

  • CPE available for many classes

PTMS and AppealTrack Courses

*O = Online, C = Classroom, BR = By request, CES = Continuous education subscription

Course Name Length O C BR CES
PTMS New User Series Part 1: Tax Return Cycle 9 hours X X
PTMS New User Series Part 2: Working with Assessed Values and Processing Payments 3 hours X X
PTMS for the New User 3-Day 3 days X X
Advanced Estimating Module 2 hours X X X
Beyond the Basics for PTMS Series 4 hours X X
Capture for PTMS for the New User 4 hours X X X
Complex Payments in PTMS 2 hours X X
Comprehensive Reporting in PTMS 2 hours X X
Forecasting Taxes in PTMS 2 hours X X
Getting Real: Managing Your Real Property in PTMS 2 hours X X
Importing Data into PTMS 2 hours X X
Insight for PTMS for the New User Series 4 hours X X X
Mastering Assessment Classifications in PTMS 2 hours X X
Processing Payments in PTMS 2 hours X X
Revisit the Return Cycle in PTMS 4 hours X X
The New Tax Year in PTMS 2 hours X X
Valuing Your Property with PTMS 2 hours X X
AppealTrack for the New User Series 6 hours X X X
AppealTrack for the New User 1 day X X
License Pro courses Length O C BR CES
License Pro Essentials for the New User 6.5 hours X X
License Pro for the New User 2-Day 2 days X X
License Pro: Beyond the Basics 2 hours X X

CPE information

CPE processing for all courses is processed by Corptax, 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 contact education@cscglobal.com.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website nasbaregistry.org.