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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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Trusted by 250,000+ Professionals
Trusted by 250,000+ Professionals
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
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Keeping a team of accountants and finance professionals compliant is a year-round job. Licenses need to stay active. Hours need to be tracked. Deadlines need to be met, and every state has its own rules.
That’s where the right subscription makes a real difference. If you’re weighing our Compliance plan against Compliance Plus, this guide breaks down exactly what you get, what you pay, and which plan fits your team best.
Both plans are billed per user, per year, and include a 30-day free trial. Let’s dig in.
Here’s a quick side-by-side view of the two team plans.
| Feature | Compliance | Compliance Plus |
|---|---|---|
| Compliance for all 50 states and 100+ qualifications | ✓ | ✓ |
| Integrations | ✓ | ✓ |
| Unlimited support | ✓ | ✓ |
| Learning Management System (LMS) | × | ✓ |
| CPE-approved events | × | ✓ |
| 30-day free trial | ✓ | ✓ |
| Price (per user, per year) | $69 | $99 |
Rules vary widely by state. The AICPA and NASBA publish the shared standards, but your state board has the final say on what counts.
Now imagine tracking all of that across a team, possibly spread over several states. A single missed requirement can delay a license renewal. That’s the problem both plans solve.
Whether you choose Compliance or Compliance Plus, you get the same core toolkit.
One place to manage your team's CPE requirements across all 50 states and 100+ qualifications. For a team with multi-state professionals and more than one qualification, it's a big time saver.
Firm-wide compliance monitoring: Get a full-team view of compliance and requirements tracking at any time, with requirements updated automatically
CPE credit vault: Store credits and certificates in one place, so records are ready when you need them.
Automated compliance reminders: Get alerts before deadlines and compliance updates, so nobody is caught off guard.
Integrate your compliance tools alongside the systems your team already uses:
Two more integrations are listed as coming soon:
Get unlimited, uninterrupted support throughout your CPE journey, from setup to day-to-day use. Whether it is platform onboarding or Data and content migration. A dedicated support team will be available.
That means your team isn’t left to figure things out alone, whether it’s moving your existing records over or answering a question about a state rule.
Here’s where the two plans part ways. For an extra $30 per user per year, Compliance Plus adds two major feature sets: a complete learning and management system and CPE-approved events.
A centralised system with a dedicated dashboard for each team member, with a master dashboard to assign, deliver, and track learning for your team. No spreadsheets anymore. With email reminders, managers can see who has completed what and who still has hours to go. The Compliance Plus LMS includes:
Get the tools to run CPE-approved events, whether you attend them or host them. These events qualify for continuing education credit, which helps professionals earn hours while staying current in their field. The feature set includes:
It’s a strong fit for firms that run internal training sessions and want them to count toward CPE, rather than just collecting hours before a deadline.
The best choice depends on how your team works and how much structure you need.
Compliance is a lean, cost-effective option. You get full compliance coverage, integrations, and unlimited support at $69 per user per year.
Compliance Plus makes more sense when learning management becomes part of the job. At $99 per user per year, it adds a structure that can save time for both managers and staff.
Compliance plans meet when your team needs to meet the requirements. But when it comes to learning and upskilling, neither plan fits the role.
If your team needs a deep library of CPE content or hands-on training programs, you’ll want to plan those separately or reach out to our team to discuss your options. To set the right expectations, here are the features that aren’t part of either the Compliance or Compliance Plus plan:
Ask yourself just one simple question: “How are we tracking and delivering learning today?” If spreadsheets, email reminders, and constant follow-ups are your answer, Compliance Plus is a good deal that saves admin time. But if your existing process runs smoothly, the simple Compliance Plan may be all you need.
Map your team's requirements before the deadline, set firm-specific requirements, and take the free trial seriously.
Both plans include compliance with all 50 states and 100+ qualifications, integrations, and unlimited support. Compliance Plus adds a learning management system and the tools to run CPE-approved events.
Compliance is $69 per user per year. Compliance Plus is $99 per user per year.
Both plans include a 30-day free trial, so you can explore the features before you commit.
With Compliance Plus, yes. It lets you create and upload in-house courses, host live events, and run online, in-person, or hybrid CPE events. The Compliance plan doesn’t include these features.
No. The 15,000+ hours of CPE content are not part of the Compliance or Compliance Plus plans. These are part of the Regular CPE plan, which focuses more on the team's learning and development than on compliance needs.
Amrit Singh is a business leader with 10+ years of experience in continuing education. Helping accounting, tax, and finance professionals stay compliant with ease, he began his journey as a consultant. Learning across industries before stepping into a leadership role, he is shaped by both successes and failures. Amrit is passionate about problem-solving, building products, exploring technology, and mentoring future leaders. He is dedicated to transform continuing education, making it simpler, smarter, and more meaningful. Through his blogs and talks, he shares insights on accounting careers, CPA compliance, and the future of continuing education.
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