Training & CPE for Accounting Professionals
Frequently Asked Questions
Q: How do I register for training classes?
A: The most efficient option is for you to register online using your credit card. You can also call our Customer Service team at 1-800-765-4040.
Q: If I register today, will I get my confirmation today?
A: Confirmations are sent via e-mail within 3 hours of your registration. We will also send you a reminder a few days before your event. If you do not receive your confirmation, please call Customer Service at 1-800-765-4040 or send an e-mail to accountant_training@intuit.com with "Confirmation requested" in the subject line, and the following information in the body of the e-mail:
- The attendee's name
- The name of the course registered for
- The date of the event
- A valid e-mail address for us to send the confirmation to
Q: Someone else registered for this class, but I am the one taking the class. Will that be a problem?
A: It is best if you notify us in advance of the changes so that our records are accurate for CPE processing. Our Customer Service representatives (1-800-765-4040) will be happy to assist you with those changes. If that is not possible, the new person's name and contact information needs to be used in the evaluation and CPE processing documents.
Q: Can I register for live seminars at the door?
A: We do not encourage walk-in registration due to limited seating space and course materials. However, we allow walk-ins if space and materials are available.
Q: If the seminar is full, do you have a waiting list?
A: No, high attendee volumes do not permit us to offer a waitlist. However, for most of our courses we offer many sessions. We hope you'll check the schedule for other sessions that may suit your needs.
Q: If this is an online class, how can it be full?
A: Seating capacity for Webinars is limited to provide for an effective training environment, and to ensure the instructor is able to fully answer questions at the end of the session.
Q: How can I pay for a training class?
A: Payment can be made via credit card (American Express, Master Card, Visa).
Q: Can I pay at the door at live events?
A: Yes. However, we do not encourage walk-in registration due to limited seating space and course materials. We will allow walk-ins if space and materials are available.
Q: It is past the cutoff date for the early registration discount. Is there any way I can still get it?
A: Our systems do not allow flexibility in this area. Orders received after the cutoff date will be entered at full price.
Q: When should I include sales tax on my order? Will I be charged tax if I forget?
A: Please add all applicable state and local sales/use taxes for the following states: HI, NE, NM, SD and WV. We reserve the right to correct tax rates and/or collect sales/use tax as required by law.
Q: What is your refund policy?
A: If we cancel any seminar or webinar, we will give notice as soon as possible and issue a full refund. All other refunds for cancellations will be made only if requested in writing at least 48 hours before the event. If you're not completely satisfied with a training course you have attended, simply provide a written request within 7 days of course completion for a full refund of the course fee. Written requests can be faxed to 1-800-685-7036. For more information regarding administrative policies such as complaint and refund, please contact Customer Service at 1-800-765-4040.
Q: What if I am not satisfied with the training?
A: If you're not completely satisfied with a training course, simply provide a written request within 7 days of course completion for a full refund of the course fee. Written requests can be faxed to 1-800-685-7036. For more information regarding administrative policies, please contact Customer Service at 1-800-765-4040.
Q: I need to reschedule my training class. What do I do?
A: Our Customer Service representatives (1-800-765-4040) will be happy to assist you with rescheduling.
Q: If a class is canceled, will it be rescheduled to another date/time?
A: If we cancel any seminar or Webinar, we will give notice as soon as possible and issue a full refund. We attempt to make other training options available.
Q: I wasn't able to attend my Webinar, can I reschedule?
A: Our Customer Service representatives (1-800-765-4040) will be happy to assist you with getting rescheduled for another date.
Q: What are the recommended system requirements for attending an online training class?
A: Minimum requirements to attend fully interactive events using WebEx Event Manager for Windows:
- Windows 98, Me, NT, 2000, or XP
- Intel x86 (Pentium 400MHZ +) or compatible processor
- Microsoft Internet Explorer 5, 6, Mozilla 1.6 or later, or Netscape 4.7, 7.x
- JavaScript and cookies enabled in the browser
- A high-speed Internet connection
Q: Can I do anything in advance to ensure that my system is set up properly to attend an online training class?
A: If this is your first Webinar, the system will prompt you to install the WebEx client, which is necessary to attend Webinars. You can also test your system by joining a test session at http://developers.webex.com/api/jointest/index.php.
Q: How do I get to the site to attend my event?
A: Click on the link to join meeting now from within your Intuit Professional Education confirmation or reminder email.
Q: Why can't I attend Webinars using my dial-up connection?
A: While the technology does work using a standard dial-up modem connection, the experience is less than desirable. Most times, the slow speed results in seeing visuals that do not correspond to the audio presentation, which can cause confusion and frustration for attendees.
Q: What do I do if I have technical difficulties with WebEx (attending the event or downloading the viewer)?
A: If you have any difficulties or need assistance, please call WebEx toll-free Technical Support at (866) 229-3239.
Q: It's 15-20 minutes past my Webinar start timeshould I join the event?
A: We recommend that you reschedule. Entering the event late may cause confusion, as there may be critical information presented near the beginning. Our Customer Service representatives (1-800-765-4040) will be happy to assist you with getting rescheduled for another date.
Q: What do I do if my password is not working properly?
A: Passwords are case-sensitive. Make sure you are entering it exactly as it appears on your confirmation and that your caps lock key isn't on.
Q: Do I need a sound card?
A: No. The audio portion is delivered via a toll-free phone call and the audio instructions are presented once you log into the event.
Q: How does the online classroom work with network rights?
A: Administrator privileges are not required to install Event Manager.
Q: What is the minimum recommended connection speed?
A: Any type of connection other than dial-up should be adequate.
Q: Do I receive CPE credit for attending your training classes?
A: See individual course details for CPE information.
Q: What is your refund policy?
A: If we cancel any seminar or Webinar, we will give notice as soon as possible and issue a full refund. All other refunds for cancellations will be made only if requested in writing at least 48 hours before the event. If you're not completely satisfied with a training course you have attended, simply provide a written request within 7 days of course completion for a full refund of the course fee. Written requests can be faxed to 1-800-685-7036. For more information regarding administrative policies such as complaint and refund, please contact Customer Service at 1-800-765-4040.
Q: It has been a few weeks since I've attended my training event and have not yet received my CPE certificate. What should I do?
A: CPE certificates are generally processed within 4-6 weeks of the event. This may be longer (6-8 weeks) during heavy training periods (November through January). If you have not received your certificate within this time frame, please send an e-mail to: accountant_training@intuit.com with "CPE certificate requested" in the subject line, and the following information in the body of the e-mail:
- The attendee's name
- The name of the course registered for
- The date of the event
- A valid e-mail address for us to send the certificate to
Q: What do I do if I have lost my CPE certificate?
A: Please send an e-mail to: accountant_training@intuit.com with "CPE certificate requested" in the subject line, and the following information in the body of the e-mail:
- The attendee's name
- The name of the course registered for
- The date of the event
- A valid e-mail address for us to send the certificate to
Q: What is Intuit's CTEC #?
A: These numbers are course-specific and will be printed on your CPE certificate.
Q: Can one person pay and the whole office listen to the webinar? If so, who will get the CPE credit?
A: The Webinar technology will allow you to have more than one person viewing and listening to the materials being presented. However, CPE will only be issued to each paid attendee on submission of the course evaluation.
Q: Do I need to bring anything with me to live seminars?
A: For your comfort and convenience bring a sweater or jacket as room temperatures can vary. Laptops are welcome; however, we cannot guarantee the availability of power outlets.
Q: Is parking free at the seminar hotel?
A: Intuit will cover the cost of self parking (non-valet) for paid events only. Parking fees at free events or valet parking are the responsibility of the attendee.
Q: Why is there not a live seminar in my city/state?
A: The selection criteria for event locations are extensive, but ultimately we base much of the decision around past and projected attendance. We encourage participation in Web-based events for people who are not near any of our live seminar locations.
Q: Are class materials available beforehand, and if so how do I get them?
A: For live seminars, all materials will be given to you at the session. For Webinars, there will be detailed instructions in your confirmation on how to download the PDF document that will be used for the session. We recommend that you print the document before your session.