Training for the New eFile System

On October 4th, 2021, the current efile Texas website will be replaced with the New Filer Portal. In this free, self-paced training course, you'll learn:

  • Getting started with registering and signing into the tool.

  • Setting up a payment account.

  • How to file into an existing case - eFiling your returns

  • Additional filer portal training videos.

Training on-the-go

Device & Browser-Friendly Courses

Use your favorite device to complete your training in the comfort of your home or on-the-go. Computer, laptop, tablet, and mobile phone friendly. Compatiable with:

Desktop: Chrome, Firefox, Safari, Microsoft Edge
Mobile: iOS Safari: 11 and up, Chrome, Samsung Internet
Graphic showing course can be used on multiple types of devices like laptop, tablet, or cellphone

Course curriculum

    1. Getting Started

    2. Additional Resources

    1. Training Videos for Process Servers

    2. Getting Started (Landing Page, Registration and Signing In)

    3. Filers without Lawyers Account Setup

    4. How to Start a New Case

    5. How to file into an Existing Case

    6. What Filing Code Do I Use?

    7. Setting up a Firm Account

    8. Setting Up a Payment Account - Firm Accounts

    9. Setting Up a Payment Account - Independent User

    10. How to File into an Existing Case that has Never Received an Electronic Submission

    11. Filing History and Drafts

    12. Helpful Filing Tools and Reporting

    1. Help us improve process server training by answering 3 short questions

    1. Special Discount Offers

    2. 3 Months Free Trial of ServeManager

    3. Process Server Glossary

About this course

  • Free
  • 18 lessons
  • 0 hours of video content