MYCPE ONE

AssureOne Practice Management Training Program for CPA Firms

Manage Clients, Workflows, Billing, and Firm Operations in One Place

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2580

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Published on September, 2026
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CPA (US)

Qualifications 

2.5

Credits

2.5 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

CPA firms manage far more than technical accounting work. Daily operations require teams to coordinate prospects, client information, engagement terms, tasks, documents, communications, time, billing, reporting, and administrative access while maintaining clear ownership and visibility across the firm. AssureOne is an AI-powered platform for CPA firms that brings together practice management, audit, bookkeeping, and tax solutions, while AssurePro serves as its practice-management product. AssurePro brings these day-to-day activities into a connected workspace and provides the operational structure that supports a firm’s broader audit, bookkeeping, and tax work.  

The training program, “AssureOne Practice Management Training Program for CPA Firms,” provides an end-to-end walkthrough of the platform across the full client and engagement lifecycle. Participants learn how to manage prospects and convert them into clients, maintain client records and portal access, prepare engagement letters, organize workflows and tasks, request and manage documents, communicate with clients, record time, configure services, create and monitor invoices and recurring billing, review payments, analyze reports, and use the AssurePro AI Agent responsibly. The program also covers teams, roles, permissions, onboarding defaults, tags, firm settings, and other administrative controls that influence how work is managed across the practice. 

By connecting client onboarding, engagement execution, document activity, communications, time, billing, reporting, AI-assisted work, and firm administration, this training helps CPA professionals build a more consistent operating process. It also shows how information maintained in AssurePro creates the practice-management foundation for work performed through other enabled AssureOne products, including audit, book keeping, and tax solutions, while emphasizing appropriate permissions, accurate records, review of AI-generated information, and disciplined workflow management.

Get Deeper Understanding of:
  • AssurePro’s role within AssureOne in managing CPA firm operations.
  • Prospect onboarding and organized client records with secure portal access.
  • Engagement setup using service packages, workflows, tasks, and deadlines.
  • Document handling, client communication, time tracking, billing, and payments.
  • Reporting, AI capabilities, user permissions, and administrative firm controls.
Recommended For:
  • CPAs, accounting professionals, practice managers, and administrators involved in daily firm operations.
  • Partners and managers overseeing client onboarding, engagements, workflows, billing, and team coordination.
  • CPA firms using AssureOne products across practice management, audit, bookkeeping, and tax.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Courses

AssurePro for CPA Firms: Client and Workflow Management
Course Title Time Credits Learning Format
2.5 Hours
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 2.5 CPE Approved
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 2.5 CPE Approved
On Demand (video)
  • Identify the role of AssurePro within the AssureOne suite.
  • Recognize the core AssurePro tools used for daily firm operations.
  • Apply AssurePro tools to manage clients, engagements, tasks, and documents.

* Disclaimer: Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

Saulsony

Saul Sony

Director, MYCPE ONE

As Director – Partnerships, Content Strategy, and M&A Advisory, I drive growth at the intersection of education, strategic alliances, and transaction advisory within accounting and professional services.

I partner with thought leaders, firms, and content creators to build high-impact collaborations and deliver compliance-ready content that helps professionals educate, influence, and scale on the MY-CPE ONE platform. I work closely with CPA and accounting firm owners to support MYCPE ONE's inorganic growth strategy identifying the right partners and aligning them toward shared goals.

In the M&A and advisory space, I work closely with private equity firms, accounting leaders, and advisors to create educational resources that support practice growth, succession planning, and deal execution. Through podcasts, webinars, and curated learning experiences, my goal is to enable smarter dealmaking and build stronger professional alignment. I work with CPA and Accounting Firm owners to collectively help MYCPE ONE's inorganic growth plans.

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Trusted by Professionals. Designed for Your Success

  • Learn from top thought leaders delivering real-world insights.
  • Programs designed to strengthen core skills.
  • Earn credits and meet regulatory requirements.
  • Stay ahead with continuously refreshed content.
All Practical Training Programs Available Only in Teams Premium Plan
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Frequently Asked Questions

This program covers the core practice-management functions available in AssurePro. Participants learn how to manage prospects, onboard clients, maintain client records, and support portal access. The training also covers engagement letters, service setup, workflows, tasks, deadlines, documents, and client communications. Additional topics include time tracking, billing, invoices, payments, recurring schedules, and reporting. Participants are introduced to AI-assisted features, including the AssurePro AI Agent and the importance of reviewing AI-generated information. The program also covers team roles, permissions, onboarding defaults, firm settings, and administrative controls. It further explains AssurePro’s role as the practice-management product within the broader AssureOne platform and its connection with other enabled AssureOne products.

This program helps CPA firm professionals manage day-to-day operations in a more organized and consistent way. It provides practical guidance for improving client onboarding, engagement coordination, workflow visibility, and deadline management. Participants can better understand how documents, communications, time entries, billing, and reporting connect across firm operations. The training also helps users monitor workload, identify bottlenecks, and maintain better visibility over financial and operational activity. It supports stronger team coordination by explaining how roles, permissions, and administrative settings should be managed. Participants also learn to use AI-assisted features responsibly by reviewing important information before relying on it. Overall, the program helps firms create a more structured and connected approach to practice management.

The Practical Training Programs is created by qualified and experienced instructors. MYCPE ONE’s Practical Training Programs includes self-study courses, most of which are delivered as on-demand videos. These self-study video courses may be recordings of live presentations converted into on-demand format.

You can complete the Programs at your own pace. There is no limit on the number of exam attempts, so if you do not pass on the first attempt, you may retake the exam without any restrictions.

After completing each Programs within this Practical Training Programs , you can download a certificate showing the course title and number of hours completed. Certificates and study records are stored for life and can be accessed at any time. These certificates serve as valid proof of continuing education credits and may also be used as an additional designation.

Once registered, you will have full access to all courses included in the Practical Training Programs . The self-study format allows you to access materials online 24/7 and study at your own pace.

As per NASBA guidelines, you have one year from the date of purchase to complete each self-study course. After completing the course, you may take the final exam at any time and receive CPE credit instantly. The exam can be retaken multiple times at no additional cost.

Each Programs requires a minimum passing score of 70% on the final exam. Multiple attempts are allowed.

Our video player tracks and stores your watch time, which is displayed in the progress bar. Do not fast forward or manually move the progress bar, as the system will not capture your watch time if you do so. You may pause and resume the video at any time, and playback will continue from where you left off.
To complete a self-study course, you must:
1. Watch the entire video (100% completion).
2. Answer all review questions correctly. Review questions are located at the bottom of the same page as the video.
3. Once the video and review questions are completed, the Final Quiz will unlock. You must score at least 70% to earn CPE credit. Multiple attempts are allowed.
4. After completing the Review and Final Quiz, you can download your certificate from the “My Certificates” section. Ensure that multiple file downloads are enabled in your browser.
5. Certificates can be downloaded individually from your account or as a consolidated certificate from the package page.


A self-study course is a recorded video. If the course is a recording of a live session, polling questions may appear on the screen. You do not need to answer these polling questions. Do not fast forward the video, as doing so may prevent the system from tracking your watch time, requiring you to rewatch the video.
To unlock the final quiz, you must complete the entire video and answer all review questions correctly. Once unlocked, you must score at least 70% on the final quiz to qualify for credit. Multiple attempts are allowed for both review and final quiz questions.
If the issue persists, please email support@my-cpe.com or contact our support team via live chat.

The evaluation form is sent within 24 hours after you pass the final quiz with a minimum score of 70%. The evaluation form is available only to attendees who remained logged in until the end of the course and answered all polling questions.

MY-CPE LLC is PCI-compliant. MYCPE ONE uses Stripe, a secure payment gateway that meets PCI-DSS compliance standards, ensuring all payment details are protected through SSL encryption. Once you have registered for a package and completed payment, refunds are not provided unless you are unable to access the courses.