MYCPE ONE

For accounting firms that have relied on Litera CE Manager for CPE tracking and learning management, a transition away from the platform creates an important decision.

The obvious question is:

What should we replace CE Manager with?

But there is a better question:

If we're changing platforms anyway, what should our next CPE and learning system actually do for our firm?

For years, many firms have treated CPE technology primarily as a compliance system: track credits, store certificates, monitor requirements, and produce reports.

Today's accounting firm needs more.

The right platform should bring together CPE compliance, learning, internal training, staff development, administration, and reporting rather than forcing the firm to manage them through separate systems.

That is the opportunity firms should consider as they evaluate their next platform.

Accounting firms moving away from Litera CE Manager should evaluate replacements based on CPA-specific compliance capabilities, historical-data migration, internal training management, learning content, external-credit tracking, reporting, integrations, and implementation support. 

MYCPE ONE – CPE for Teams combines CPE compliance management with a large accounting-focused learning library and firm-wide learning administration.

What Is Happening with Litera CE Manager?

CE Manager has had a long history in professional-services continuing education. Litera has marketed the platform to accounting firms as well as law firms, although Litera's current public positioning heavily emphasizes CLE tracking and learning management for legal organizations.

For accounting firms that have been informed about a transition away from CE Manager, the immediate priority is not simply finding another database for historical CPE credits.

It is making sure the next platform can handle the full CPE lifecycle of an accounting firm.

That includes:

  • Tracking professional requirements
  • Monitoring deadlines
  • Managing certificates
  • Importing outside CPE
  • Running internal training
  • Delivering external learning
  • Developing staff
  • Reporting across offices and teams
  • Maintaining audit-ready records

A migration is therefore more than an IT project.

It is an opportunity to rethink how learning and compliance work across the firm.

What Should CE Manager Customers Do Now?

Start with your data, not vendor demos.

Before comparing platforms, understand exactly what currently lives inside CE Manager.

Your migration inventory should include:

  • Employee profiles
  • Licenses and qualifications
  • Historical CPE records
  • Completion certificates
  • Reporting periods
  • Compliance status
  • Internal courses
  • Learning plans
  • Firm-specific requirements
  • External CPE records
  • Administrator reports

Then ask every potential replacement vendor a simple question:

Can you show us exactly how this information will work after migration?

A feature checklist alone is not enough.

Your administrators should be able to see what the day-to-day experience will look like after the transition.

7 Things Accounting Firms Need From a CE Manager Replacement

1. CPA-Specific CPE Compliance Tracking

CPA compliance is considerably more complicated than simply tracking a required number of hours.

Requirements can differ by state, qualification, reporting period, subject area, ethics requirement, and individual license.

Your replacement should understand concepts such as:

  • Annual minimum requirements
  • Technical-hour requirements
  • Ethics requirements
  • Carryover rules
  • Carryover limitations
  • Fixed reporting cycles
  • Rolling requirements
  • Different professional qualifications

For firms operating across multiple states, this becomes particularly important.

An administrator should not have to maintain separate spreadsheets just to compensate for limitations in the compliance system.

MYCPE ONE – CPE for Teams provides centralized compliance tracking across all 50 states and supports 100+ professional qualifications and requirements.

The objective is straightforward: give both the professional and the administrator a clear view of what has been completed, what remains, and what deadlines are approaching.

2. Historical CPE Migration

Your employees may have years of CPE history.

That information should not disappear because you change platforms.

Ask prospective vendors specifically about migrating:

  • Course histories
  • Credit hours
  • Certificates
  • License information
  • Reporting periods
  • External CPE
  • Employee information

And don't stop at: "Can you import the data?"

Ask:

"What will the imported data look like to our administrator and employees?"

There is an important difference.

A CSV sitting somewhere in the new platform is not the same as properly mapped historical records that administrators can search, report on, and use during an audit.

3. External CPE Tracking

Accounting professionals learn from many sources.

A CPA might complete courses through a state society, AICPA, a conference, another CPE provider, a software company, or an industry association.

Your CPE platform should therefore function as the firm's system of record, not merely record courses completed through that particular vendor.

MYCPE ONE allows firms to bring external CPE records into the platform so administrators and professionals can maintain a more complete compliance picture.

Certificates can also be maintained centrally rather than sitting across inboxes, laptops, shared drives, and spreadsheets.

For administrators, this can eliminate one of the most frustrating parts of CPE management: chasing employees for documentation at the end of a reporting cycle.

4. Internal Training That Can Become CPE

This is an area accounting firms should examine carefully.

Your firm is probably already investing significant time in training.

Partners conduct tax updates.

Audit leaders explain methodology changes.

Technology teams run software training.

Managers lead technical sessions.

Outside experts are brought in for specialized topics.

But if the process isn't structured appropriately for CPE, employees may still need to spend additional time taking outside courses simply to satisfy their credit requirements.

A modern CPE platform should help the firm connect internal learning with CPE administration.

MYCPE ONE – CPE for Teams can help firms manage their internal courses and support eligible firm training through the CPE-approval process.

That changes the equation.

Instead of thinking:

Internal Training + CPE = Two Separate Obligations

firms can increasingly think:

Internal Training + Proper CPE Administration = Learning That Can Also Support Compliance

For firms with hundreds of employees, the potential time savings can be significant.

5. A Learning Library Employees Actually Use

Compliance is only half the job.

The other half is making people better at what they do.

MYCPE ONE provides access to:

15,000+ hours of learning across 8,000+ courses, 700+ instructors, and 500+ topics.

Content spans areas such as:

Learning is also available through multiple formats, including live programs, on-demand courses, audio, e-books, nano learning, and virtual events.

That matters because people do not all learn the same way.

More importantly, an accounting firm's learning requirements go far beyond maintaining licenses.

A first-year associate, manager, partner, tax specialist, auditor, and future firm leader should not all have the same development plan.

6. Firm-Wide Learning Administration

The administrator experience matters just as much as the learner experience.

A modern CPE platform should let administrators answer questions such as:

  • Who is approaching a compliance deadline?
  • Who still needs ethics credits?
  • Which employees haven't completed assigned training?
  • What learning has our audit team completed?
  • Can I assign different learning to managers and associates?
  • Can I create a program specifically for new hires?

MYCPE ONE – CPE for Teams includes capabilities such as:

  • Firm-wide dashboards
  • Learning plans
  • Smart Groups
  • Custom learning paths
  • Administrator reminders
  • Compliance reporting
  • Certificate management
  • Internal training administration

This allows firms to move from managing individual courses to managing learning at the organizational level.

7. Support That Understands Accounting-Firm Compliance

Software alone does not solve every compliance question.

Eventually, someone will ask:

  • How should this credit be classified?
  • Why isn't this employee showing as compliant?
  • How does this state's reporting cycle work?
  • How should we handle an external certificate?
  • How do we configure this requirement?
  • How should we administer our internal training?

At that point, domain knowledge matters.

When evaluating a replacement platform, ask who will actually support your CPE administrator.

The difference between generic software support and a team familiar with CPA CPE administration, State Boards of Accountancy, NASBA requirements, and accounting-firm learning becomes much more visible when an unusual compliance situation appears.

Don't Replace a CPE Tracker With Just Another CPE Tracker

This may be the most important point for firms leaving CE Manager.

If your existing platform primarily served as a place to track credits, don't automatically recreate the same model in newer software.

Think about the entire learning ecosystem.

A typical accounting firm may currently have:

  • System 1: CPE tracking
  • System 2: LMS
  • System 3: External CPE providers
  • System 4: Internal training records
  • System5: Certificates
  • System 6: Compliance spreadsheets
  • System 7: Staff-development programs

Every additional system creates administrative work.

The better question is:

How much of this can we bring together?

That is the philosophy behind MYCPE ONE – CPE for Teams.

It combines four areas that firms traditionally manage separately:

  • Learn → Track → Comply → Develop

Employees get learning.

Administrators get visibility.

The firm gets compliance records.

Leadership gets a platform that can also support broader staff development.

Litera CE Manager vs. MYCPE ONE – CPE for Teams

AreaLitera CE ManagerMYCPE ONE – CPE for Teams
Continuing education trackingYesYes
Professional compliance managementYesYes
Accounting/CPA CPE focusHistorically supported accounting and other professions; current public positioning strongly emphasizes legal CLEBuilt around CPA and accounting-firm CPE
CPE content libraryPrimarily a management/tracking platform with content-provider integrations15,000+ hours
CoursesDepends on connected/content sources8,000+
InstructorsDepends on content sources700+
External CPE trackingSupportedSupported
Certificate managementSupportedSupported
Internal training managementSupportedSupported
CPE approval support for eligible firm trainingEvaluate based on firm requirementsAvailable
Firm-wide compliance dashboardsYesYes
Learning plansYesYes
Custom learning pathsAvailable within LMS functionalityYes
Mobile learningDepends on implementation/contentAvailable
Staff development contentDepends on connected contentIncluded within broader learning library
Migration supportDepends on transition arrangementMYCPE ONE onboarding/migration support


The objective of this comparison is not to suggest that CE Manager did not perform an important job for accounting firms.

It did.

The more useful question is whether an accounting firm making a platform change in 2026 and beyond should simply replace what it had or use the transition to consolidate more of its CPE and learning infrastructure.

How Does a CE Manager Migration to MYCPE ONE Work?

A successful migration should happen in stages.

Step 1: Understand Your Existing Environment

The first step is mapping:

  • Users
  • Qualifications
  • Historical credits
  • Certificates
  • Reporting cycles
  • Internal training
  • Learning structures

This establishes what needs to move.

Step 2: Configure Compliance

Employee qualifications and applicable compliance requirements are configured within the new environment.

The objective is to make sure the compliance picture is accurate before the old platform disappears.

Step 3: Import Historical Records

Available historical CPE data and certificates are transferred and mapped.

Historical records matter because CPE audits do not necessarily happen conveniently at the moment you switch software.

Step 4: Configure the Firm

Administrators can then establish:

  • Groups
  • Offices
  • Learning plans
  • Internal training
  • Assignments
  • Reporting structures
  • Custom requirements

Step 5: Validate Before Going Live

Administrators should test a representative sample of employees.

For example:

  • Pick a CPA licensed in multiple states.
  • Verify their historical credits.
  • Check their reporting cycle.
  • Review their certificates.
  • Confirm their outstanding requirements.

Then repeat the process for several different employee profiles.

Only after the data is validated should the firm consider the migration complete.

CE Manager Migration Checklist for Accounting Firms

Before signing with any replacement vendor, ask whether the platform can handle:

Data

  • Historical CPE
  • Certificates
  • Employee records
  • License information
  • External credits

Compliance

  • All relevant states
  • Multiple qualifications
  • Ethics requirements
  • Technical requirements
  • Reporting cycles
  • Carryover
  • Custom requirements

Learning

  • Live CPE
  • On-demand CPE
  • Internal training
  • Learning paths
  • Staff development
  • Leadership development
  • AI training

Administration

  • Firm dashboards
  • Automated reminders
  • Groups
  • Assignments
  • Reporting
  • Audit-ready documentation

Implementation

  • Data migration
  • Administrator onboarding
  • User onboarding
  • Data validation
  • Support after launch

The platform with the longest feature list is not necessarily the right answer.

The best fit is the one that can demonstrate how your firm's actual compliance and learning workflows will operate after migration.

Moving From CE Manager? Use the Opportunity to Modernize CPE

Changing a system that contains years of compliance history can feel disruptive.

But it also gives accounting firms a rare opportunity.

Instead of asking:

"What software can replace CE Manager?"

Ask:

"What should CPE and learning look like at our firm for the next five years?"

Can one system track compliance?

Can it hold historical certificates?

Can it manage outside CPE?

Can it deliver the courses employees need?

Can internal firm training become part of the CPE program?

Can it build structured learning paths?

Can administrators see the entire firm's compliance position without maintaining spreadsheets?

And can the same platform help employees develop—not merely remain compliant?

That is the direction MYCPE ONE – CPE for Teams is built around.

CPE compliance shouldn't sit separately from learning. Learning shouldn't sit separately from staff development.

Bring them together.

Moving From CE Manager?

If your accounting firm is evaluating its next CPE platform, MYCPE ONE – CPE for Teams can help you assess your current CE Manager environment, map your compliance requirements, and build a migration plan for your historical CPE records.

See MYCPE ONE – CPE for Teams →

Schedule a migration assessment →

Frequently Asked Questions

Litera's public website continues to list CE Manager and published product updates in 2026. Some accounting customers may receive separate transition information depending on Litera's plans and their particular relationship with the product. 

If your firm has received a phase-out, end-of-life, or migration communication, confirm your contractual dates, data-export options, support period, and required transition timeline directly with Litera before planning the migration. 

Accounting firms evaluating CE Manager alternatives should look beyond basic credit tracking. A replacement should ideally support CPA CPE compliance, historical records, certificates, external credits, internal firm training, learning content, firm-wide reporting, and staff development. 

MYCPE ONE – CPE for Teams is one option specifically focused on CPE, learning, and compliance for CPA and accounting firms.

Historical CPE information can generally be migrated when it can be exported in a usable format, although the exact process depends on the data available from the existing system. 

Before switching, firms should identify historical credits, certificates, employee licenses, reporting periods, and other records they need to retain. 

At minimum, look for: 

  • CPA-specific compliance rules 
  • Multi-state tracking 
  • Multiple-license support 
  • Ethics and technical requirements 
  • Carryover handling 
  • Historical records 
  • Certificate storage
  • External CPE 
  • Compliance alerts 
  • Administrator dashboards 
  • Audit-ready reporting

Larger firms should additionally evaluate learning plans, employee grouping, internal training, LMS functionality, integrations, custom requirements, and staff-development capabilities. 

Yes. MYCPE ONE – CPE for Teams provides centralized CPE compliance tracking designed for accounting firms, including requirements across all 50 states and support for 100+ professional qualifications and requirements. 

Administrators can monitor compliance across the firm rather than maintaining separate employee spreadsheets. 

Yes. 

Firms can use MYCPE ONE to organize internal learning and create structured learning paths and programs. MYCPE ONE can also support firms in getting eligible internal training approved for CPE when the program meets applicable requirements. 

This allows firms to connect internal professional development with their broader CPE program.

Yes. 

A CPE system should provide a consolidated view of an employee's learning regardless of where the credit was earned. 

MYCPE ONE supports bringing external credits into the employee's compliance record and maintaining supporting documentation centrally. 

Migration time depends on the size of the firm, number of employees, number of historical records, complexity of professional licenses, available exports, and the firm's configuration requirements. 

Instead of selecting a vendor based solely on a promised migration timeframe, ask for a migration plan with defined validation steps. 

The goal should be an accurate transition, not merely a fast one.

Amrit Singh

Amrit Singh

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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