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ARTA Deposit — Web-Based Training Courses

All of the classes listed are designed for experienced users of ARTA Deposit. Web-Based training is not offered for introductory-level training. For more information about our Web-Based training courses, see Web-Based Training overview.

For schedules or to register for a session, see Upcoming Events.

If the course you are interested in is not listed as an upcoming event, contact our Training Coordination Staff at (800) 274-2711, Ext. 124002 or e-mail us at sues@wolterskluwer.com.

ARTA Deposit Course Titles and Descriptions

Documenting IRAs

Demonstration and instruction on how to produce new IRA plan disclosures, subsequent contribution and distribution documentation. Other IRA maintenance documents also discussed and demonstrated.

Estates, Trusts and Other Ownership Types

Have you ever struggled to open an account for a person or entity that just didn't seem to fit into any of the ownership types in ARTA Deposit? In this course we'll explore how to use ARTA Deposit to document accounts owned by estates, trusts, as well as other less common account ownership situations such as authorized signers.

Health Savings Accounts

This course provides demonstration and instruction on how to produce Health Savings Account (HSA) plan disclosures, subsequent contribution and distribution documentation. Other HSA maintenance documents also discussed and demonstrated.

Tips and Tools

Make your processing more efficient with these tips and tools. We will explore various shortcuts, tips, did-you-knows, and tools available in the software.

More Tips and Tools

Additional shortcuts to increase your ARTA Deposit efficiency. This session is independent of our original Tips and Tools and does not need to be viewed sequentially. Various program shortcuts, features and available user resources will be discussed.

What's New

Review and demonstration of latest features added in recent releases of ARTA Deposit. This is a free session covering many items listed within recently posted corresponding ARTA Deposit Release Notes.