Premium Pro Electronic Filing Course



*After purchase or free registration, you will have access for one year.

Through this course, you will learn the basics for E-filing via TriTech, E-filing via NAIC OPTins, E-filing via the IRS, and be taken through the Web Login / E-file Assistant, and Export features in Premium Pro. This course is a Premium Pro Efile overview, with new features and enhancements discussed.

Learning objectives:

  • 1. Identify three methods of electronic filing.
  • 2. E-file annual and estimate returns.
  • 3. Transfer data to states’ online filing systems.

Prerequisites: None
Program level: Basic
Advance preparation: None

Refund policy: If the participant cancels less than 2 business days prior to the beginning of the class or does not attend, your money will not be refunded. The participant will be allowed to take the class at another time based on availability. We allow substitution of training participants at any time. Program cancellation policy: Full refund will be given if a class is canceled and the participant cannot attend another class.

Complaint resolution policy: Please submit all Webinar complaints to ( All complaints will be carefully reviewed by the appropriate product and or training manager for resolution. If the complaint is in regard to the course content or delivery, the appropriate manager and instructors will review the complaint and make any necessary changes to the course material or presentation. Complaints regarding administrative policies will be reviewed by the CPE department and Administrator for corrections. Corrections made will follow the standards that are stated in the National Association of State Boards of Accountancy’s (NASBA) CPE administration policies. All interested parties: CPA, State Board, etc. are then notified of the resolution.

For more information regarding refund, complaint and program cancellation policies, please contact our offices at (800) 380-6407.


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