TrainingTax & Accounting

Xpitax® - Tax Outsource Training


The Xpitax® Training course focuses on the necessary steps to outsource a tax return using CCH Axcess™ Workflow. This includes creating clients and tasks, uploading the appropriate files and preparer points, granting access to tax return data files, and receiving draft files upon completion by Xpitax preparers.

Type: Single client training
Who should attend: Outsource coordinators, those sending, receiving, or reviewing outsourced returns
Advanced preparation: None
Prerequisites required:  None
Prerequisites: None
Field of study: Computer Software and Applications 
CPE Credits: 1 hour
Program/Course level:  Basic


  • Utilizing CCH Axcess Workflow for outsourcing

- Client and task creation

  - Uploading and downloading files shared with Xpitax

  - Creating and responding to points

  • Support resources/tips
Xpitax® - Tax Outsource Training
CPE Credits: 1
Contact Us to Register

To Sign Up For This Class

Call: 800-739-9998, option 1

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