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

    Welcome

    • Getting Started

    • Additional Resources

  • 2

    Training Videos

    • Training Videos for Process Servers

    • Getting Started (Landing Page, Registration and Signing In)

    • Filers without Lawyers Account Setup

    • How to Start a New Case

    • How to file into an Existing Case

    • What Filing Code Do I Use?

    • Setting up a Firm Account

    • Setting Up a Payment Account - Firm Accounts

    • Setting Up a Payment Account - Independent User

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

    • Filing History and Drafts

    • Helpful Filing Tools and Reporting

  • 3

    Survey

    • Help us improve process server training by answering 3 short questions

  • 4

    Bonuses

    • Special Discount Offers

    • 3 Months Free Trial of ServeManager

    • Process Server Glossary