Train the whole team. We'll handle the rest.
Private webinars and events, on-site seminars, bulk credit packs, Live Replay access, and a training portal that tracks everyone's progress — all on the same NASBA-sponsored curriculum (ID 167619), with group discounts that scale to 20%.
Six ways firms train with us
Mix and match — most group clients combine two or three of these over a year.
🎥 Custom Live Webinars
Any topic your people want — delivered live to just your organization, your questions, your schedule.
Learn more →🏢 On-Site & In-Person Training
Instructors come to you for half-day to multi-day sessions, on a custom agenda built around your team.
Learn more →🎪 Custom Events & Conferences
Custom conferences and special corporate events — like TaxRevolution 2026 — produced from agenda to certificates.
Learn more →🎟️ Bulk Credit Packs
Prepay a block of CPE hours at a discount; your people use them on any live webinar or Live Replay all year.
Learn more →📚 Live Replay Library Access
Scheduled live rebroadcasts of our top-rated webinars — full live CPE credit, running all year.
Learn more →📊 Team Training Portal & Reporting
A portal for administrators: enroll users, track progress live, and pull completion and certificate reports.
Learn more →Your training portal, your firm's command center
Group accounts include web access for every user — and oversight for the people responsible.
Enrollment management
Add and remove users, assign courses or credit packs, and onboard new hires into a standing curriculum in minutes.
Progress & compliance reporting
Live dashboards of hours earned, courses in flight, and certificates issued — exportable for peer review and license renewals.
Certificates that count
NASBA-sponsored CPE with fields of study on every certificate, plus IRS CE on qualifying tax programs — stored in each user's account, forever.
Group discounts that scale
Applicable across live webinars, Live Replays, and tailored training packages.
Private events, on-site training, and portals are quoted per engagement — tell us what you need.
Bundle and save with CPE packages
Convenient webinar & Live Replay bundles for individual professionals and teams.
Starter
5 courses of your choice
Get started with access to five courses covering essential topics.
Professional
10 courses of your choice
Elevate your expertise with access to ten courses across the curriculum.
Premium
20 courses of your choice
Master your profession with access to twenty courses — the full toolkit.
How it works
From first call to first certificate in as little as two weeks.
Tell us about your team
Headcount, licenses in the mix (CPA, EA, unlicensed staff), topics you care about, and how you like to learn — the form below takes two minutes.
Get a program & a quote
We come back within one business day with a concrete plan: formats, instructors, dates, portal setup, and one transparent price.
Launch and track
Your people learn; your administrators watch completions roll in on the portal. We handle attendance monitoring, credits, and certificates.
💰 Training budget calculator
Rough out an annual CPE budget for your team in ten seconds.
Corporate CPE, in plain terms
The questions every managing partner and training coordinator asks us.
What is corporate or group CPE?
One organization buys professional education for many people at once — private webinars, on-site seminars, firm-wide CPE days, bulk self-study credits, or a mix. Every program is NASBA-sponsored (ID 167619), so your CPAs' credits count in all 50 states, and qualifying tax programs carry IRS CE for Enrolled Agents.
Can you run a private event just for our firm?
Yes — private webinars, on-site training days, and multi-day firm CPE events are our specialty. You pick the topics from our catalog (or we build custom sessions), we bring the instructors, materials, attendance monitoring, and certificates.
How do bulk credit packs work?
You prepay a block of CPE hours at a discounted rate; your team draws them down on any self-study course or webinar over the year. It's the simplest way to budget CPE once and let each person choose what they need.
Do we get reporting on who completed what?
Yes. Group accounts include a training portal where administrators see enrollments, progress, completions, and certificates across the whole team — ready for peer review, compliance, or HR records.
Do participants have to be CPAs?
No. Programs are open enrollment: EAs earn IRS CE on qualifying tax programs, and unlicensed staff receive certificates of completion for their training records.
How is group pricing structured?
Discounts scale with headcount — 5% at 5–10 participants, 15% at 11–24, and 20% at 25+ — and apply across self-study, webinars, and training packages. Private events and portals are quoted per engagement.