Learning and Development Services for CPA & Accounting Firms

• 15,000+ Hours of Courses

Largest content library covering all aspects of professional development.

• 8000+ Courses

Largest Course library in CPE space for the professionals.

• 500+ Subject areas (Diverse Library)

Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.

• 50+ State Ethics Courses

Covering mandatary ethics created for all 50 states to Stay compliant with every state.

• 100+ Live Events & Conferences

Exclusive access to major industry conferences and interactive discussions inviting experts of the industry.

• 700+ Experts & Leaders

Get access to the content of over 700 Industry leaders and Subject matter experts.

• Monthly & Quarterly Updates

Industry Expert Host live sessions & AMA on Tax/Audit & Other Updates (View Details)

• Regularly Updated Content

All courses are frequently updated to reflect the latest trends and developments.

• Podcasts with Industry Leaders

Gain insights and real-world experience through interviews with top professionals.

• 100+ Advanced Certification Programs

Expert-led programs to build advanced expertise and strengthen your career credentials.

• 50+ Practical Training Programs

Focused training with pre-built assessments for all levels to upskill your staff efficiently. (View Details)

• AICPA Eligibility Package

Pre-Packaged Eligibility Courses for AICPA Designation of PFS, CITP & CFF. Also you get CPE credits for taking this courses.

• 500+ Audio based courses

On-demand learning at your convenience. Pick up where you left off, just like Netflix.

• 100+ Text based courses (E-Books)

Learn at your own pace with easily accessible, in-depth resources—perfect for quick reference and deep dives.

• Nano CPE Credits

Earn bite-sized CPE credits with concise sessions, available in 0.2 and 0.5 credit formats for quick learning.

• Insights - CPE Approved News Articles

Stay informed on industry trends and earn credits with expert-curated updates.

• Course Reviews & Ratings

Independently rated by users, openly displayed to help you choose the right courses.

• CPE for 100+ Qualifications

Earn CPE for CPA (US), CMA, CIA, CFE, EA, CPA (Canada), CFP, and 100+ designations.

• Credit Certification

Quick and easy certification upon course completion in your preferred learning formats.

• State Board Compliance Support

Compliance-ready report for submission, with one-click certificate download for the compliance cycle.

• 50-State CPA CPE Compliance

Manage compliance across more than 100 professional qualifications. (List)

• Approved by 25+ Regulatory Bodies

Recognized NASBA, IRS, CFP Board, SHRM, HRCI and other professional organizations. (List)

• Multi-Credit CPE Courses

Courses that count for multiple qualifications, saving time and effort.

• FastTrack Compliance Packages

Pre-selected courses for quick compliance, saving time and effort.

• One-Click Compliance Tracking

Track your progress at a glance with the built-in credit tracker.

• CPE Credit Vault

Store all certificates in one place and stay compliance-ready with ease.

• Add External Credits

Easily integrate external credits into your compliance records.

• Fastest Credit Reporting

Instant reporting to IRS, CFP Board, and other governing bodies.

• Automated Compliance Reminders

Receive timely reminders to stay on track with your requirements.

• In-House Trainings Approval

We get your meetings and trainings CPE approved and eligible for credit.

• Firm-Wide Compliance

Ensure consistent CPE compliance across entire firm with a monitoring system.

• Downloadable Compliance Reports

Generate Compliance - ready report for submission to state accounting bodies.

• Comprehensive Audit Reports

Audit-ready reports for governing bodies and internal reviews and compliance.

• Data Migration from Existing Provider

Transfer user data and past credits with minimal disruption—completed in under 24 hours.

• User Management

Easily Add, Edit, Pause, Delete, Remove Users of the firm.

• User Grouping

Categorize users by role, designation, or department for easy course assignment, tracking, and compliance.

• Role Based Access to Users

Assign permissions based on designation and department for a structured learning experience.

• Bulk Upload & Update

Easily import and update user records, including past credit history.

• Centralized Learning Hub

Manage all learning activities, including your own and MYCPE content, from a single platform.

• Assign, Track, and Manage Learning

Easily assign courses, monitor progress in real-time, and oversee learning plans.

• Comprehensive Reporting and Analytics

Get deep insights into learning activities with comprehensive data tracking.

• Single Sign-On Integration

Streamline access with secure Single Sign-On for a simplified login experience.

• Integration with In-House HR Software

Connect our system with your HR software for direct access to data and reports. (Setup time depends on contract and API availability.)

• Seamless Zoom Integration

Effortlessly connect with Zoom for virtual meetings and training sessions.

• Create Personalized Learning Plans

Create learning plan personalized for each Individuals or based on roles, department and learning goals.

• Assign & Track Learning Plans

Assign & Track progress customized learning plans for each users or group of users.

• Create or Upload In-house Courses

Easily upload and manage your courses in under 5 minutes, while we handle CPE reporting and compliance.

• Host In-house Live Events (Virtual or In-Person)

Easily host events with on-demand access, CPE approval, and certification. We manage CPE reporting and compliance.

• Notifications and Announcement

Send targeted notifications and announcements to keep users informed.

• Course Creation and Author Trainings

Develop in house course, custom trainings by your in-house trainers and managers and assign to staff.

• Feedback Collection and Insights

Improve training effectiveness with learner feedback and data-driven insights.

• All Learning Formats Supported

Access content in the format you need: Live, Audio, Video, E-Books.

• Smart Learning Dashboard

View your progress, track your compliance and action items at a glance with a wide range of helpful widgets.

• Mobile App on iOS & Android

Access courses anytime with our Android and iOS app for seamless on-the-go learning.

• Virtual, In-Person, and Hybrid Events

Create and manage Virtual, In-Person and Hybrid In-house events/trainings/meetings of the firms.

• Registration and Certification

Streamline event registration and provide participants with certifications upon completion.

• Automated Invitation and RSVP

Send automatic invitations and manage RSVPs effortlessly.

• Send Reminders for RSVP Confirmation

We shall send automatic email 2 times to the users who haven't confirmed RSVP to the event.

• Bulk Upload & Update

We have feature where in you can bulk upload and update past data of the user and their learning.

• Sending Reminders Before Event

Send Automatic Reminders 1 Days Before and 1 hours before the events to all the confirmed Attendees

• Track RSVP Confirmation

Track which user have confirmed RSVP or Decline or Pending confirmation

• Attendance Management

For Virtual Events we can track attendance. For Hybrid and In-Person proctoring submission is required

• Proctoring for Hybrid & In-Person

Procotoring data needs to be submitted by the firm for Attending join In-person in Hybrid Event and For all attendees of In-Person Events

• Integration with Zoom

Our System is Integrated with Zoom, so all the users with zoom app should be able to virtually attend the event seamlessly.

• CPE Compliance & Certification

We ensure your events meet CPE requirements and handle credit reporting. (Subject to changing CPE standards & regulations.)

• Reports, Analytics, and Feedback

Generate detailed reports, gather feedback, and leverage analytics to continuously improve.

• Dedicated Support

In case you face difficulty in creating event, our team should help you and get them set up.

• Interest Based Communities

Join groups aligned with your professional interests for meaningful discussions.

• Small Group (30 to 40 Members)

Engage with 30-40 like-minded professionals in focused interactions.

• AMA Sessions of Experts

Gain insights through "Ask Me Anything" sessions with industry experts.

• APA Sessions of Members

Engage in peer-driven "Ask Peers Anything" discussions.

• Dedicated Account Manager

Get personalized support from a dedicated relationship manager for your firm.

• Monthly Check Ins

Regular scheduled reviews to assess progress, address concerns, and optimize support for your firm.

• Unlimited Chat Support

Access trained customer service experts for instant help.

• Unlimited Email Support

Receive responses within 24-48 hours with resolutions or guidance.

• Unlimited Phone/Zoom Support

Schedule calls with our trained support team for personalized assistance via phone or Zoom.

• Support Ticket Log

Track the log of Queries and Support provided by our team and it's status

• Built for CPA and Accounting Firms

Designed to meet the professional training needs of CPA firms and accounting teams.

• All Levels of Staff

Suitable for interns, associates, senior accountants, and partners.

• Covering Videos and Simulations

Engaging learning experience with interactive video and real-world simulation scenarios.

• Certification of Completion

Receive a recognized certificate after successfully completing the program.

• Curated by Real-World Experts

Developed by industry experts with hands-on experience in accounting and finance.

• Hands-on Learning Approach

Focus on real-world case studies and practical applications for better retention.

• Performance Tracking & Reporting

Track individual progress and measure learning impact through detailed analytics.

• Built for Accounting and CPA Firms

Tailored specifically to evaluate skills and knowledge required in accounting and CPA firms.

• 50+ Ready-to-Go Tests

Pre-built, professionally designed assessments for immediate use in hiring and training.

• Skill Gap Analysis

Assess individual and organizational skill gaps to guide targeted training and development.

• Proctoring & Anti-Cheating Measures

AI-driven proctoring tools to ensure authenticity and prevent cheating.

• Problem-Solving & Analytical Skills

Measures the ability to analyze complex situations and develop effective solutions.

• Decision-Making Under Pressure

Assesses judgment and decision-making capabilities in financial and high-stakes situations.

• Role-Specific Testing

Provides tailored assessments for Bookkeepers, Tax Associates, Audit Managers, and CFOs.

• Immediate, Comprehensive Reporting

Delivers detailed reports with actionable insights and recommendations.

• Peer Performance

Identify top performers and areas of improvement across the teams.

• Team Dynamics Analysis

Identifies team strengths, weaknesses, and training priorities for optimal performance.

• CPA US Coming Soon

• Comprehensive L&D Strategy

Align learning programs with business goals to foster growth and success.

• Building L&D Policy

Establish learning policies with minimum hours/credits by roles or departments.

• Customized Learning Plans

Create role-based learning paths for individual and team career goals.

• Instructor Hiring & Training Setup

Access expert training from a diverse pool of 700+ industry content creators.

• Compliance and Certification Management

Automate compliance tracking, manage CPE certificates, and external credits.

• Learning-Linked Incentives & Scholarships

Offer rewards, certificates, and scholarships for CMA, EA, or other programs.

• New Content Curation

Curate up-to-date content aligned with strategic goals from MY-CPE and others.

• Talent Consulting & Gap Analysis

Identify skill gaps and provide training to enhance performance and leadership.

• Firm-Specific Training Days

Plan custom learning days to foster an internal learning culture.

• Event Creation & Management

Manage events end-to-end, from registration to certification issuance.

• Dedicated L&D Manager

Benefit from personalized guidance with a dedicated Learning and Development Manager.

• Quantifiable Impact Reporting

Provide detailed reports on training effectiveness, progress, and compliance.