Improved Account Management Experience

Frequently Asked Questions

We have been working hard behind the scenes to improve your account management experience. The following FAQs provide information about the new features available so you can better understand the enhancements made to your Support site.

Frequently Asked Questions

Why the change?

Your account information across all Wolters Kluwer tax solutions has been consolidated, making it easier to find what you are looking for. You will have access to an improved version of My Account, your online customer dashboard. My Account provides better access to information and an enhanced user experience.

Are there notable changes that I need to be aware of?

There are a few changes that you may notice when logging into the Solution Center with some new features to improve your options to self-service.

Address Updates

Currently, you can change/update your address in the Solution Center by clicking My Information, then My Office. Going forward, customers will be routed to a new My Account page from the Solution Center. View detailed instructions on this new process.

View/Pay Invoices

Currently, customers view/pay invoices in the Solution Center by clicking My Information, then Online Bill Pay. Going forward, customers will be routed to a new My Account page from the Support Site. View detailed instructions on this new process.

Change/Update Payment Methods

Currently, you can change/update your address in the Solution Center by clicking My Information, then Credit Card/ACH. Going forward, customers will be routed to a new My Account page from the Support Site. View detailed instructions on this new process.

Shipment Tracking Information

Currently, customers are not able to view tracking numbers for book shipments. Going forward, customers will be able to access the tracking information from the new My Account page on the Support Site. View detailed instructions on this new process.

What if I need customer support?

Support remains unchanged by this update, so links you currently use will still get you where you need to be for support, including the Knowledge Base and support contact information.

To visit ATX Solution Center, click here.

To visit TW Solution Center, click here.

What is a PID and CID?

A PID is a Parent ID and a CID is a Client ID. Every customer will receive both. For customers with multiple offices, each office will have its own unique CID.

What if I forget my PID and or CID number?

Contact your account manager directly and they will provide you with your log in credentials. If you’re unable to contact your account manager, call 1-800-495-4626 to get your log in credentials.

Where can I go to manage my Wolters Kluwer account?

You can continue to access your account information from your Solution Center.

To visit ATX MyAccount, click here.

To visit TW MyAccount, click here.