Custom Live Webinars
Private, live, built around your topics
A custom live webinar is one of our nationally recognized instructors teaching your team — and only your team — over the web, on the topics you choose and at a time that fits your calendar. You aren't limited to a fixed catalog: tell us what your people need to get better at, and we build the session around it.
Because it's private, the examples, the data, and the Q&A are all yours. Nobody sits through material that doesn't apply to them, and your staff can ask the questions they'd never ask in a public webinar.
How it works
- Tell us the topics and skill level — from a single 1-hour refresher to a recurring monthly series.
- We match an instructor and build (or tailor) the agenda around your software stack, industries, and goals.
- We deliver it live to your seats — 10 to 1,000 — with polling, Q&A, and live attendance monitoring.
- Everyone earns NASBA-sponsored CPE credit and receives a certificate; you get a completion report.
What's included
- A tailored agenda and instructor for your topics
- Live delivery with polling and Q&A
- Attendance monitoring that meets NASBA group-internet requirements
- Certificates for every attendee and a completion report for administrators
Frequently asked
Can you teach a topic that isn't in your public catalog?
Yes — that's the point of a custom webinar. If it's in accounting technology, tax, audit, Excel, AI, or professional skills, we can build a session for it. We'll tell you honestly if a topic is outside what we teach well.
How many people can attend?
From about 10 to 1,000. Pricing scales with headcount and includes group discounts of up to 20%.
Do our EAs and unlicensed staff earn credit too?
EAs earn IRS CE on qualifying tax programs, and unlicensed staff receive a certificate of completion for their training records.
Other ways firms train with us
🏢 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 →