For Firm Administrators
Build and manage CPE for your whole firm — in one place
If you're the person responsible for continuing education at your firm — a firm administrator, an L&D lead, or the partner who drew the short straw — this is built for you. Managing CPE for a whole team is a real job: knowing who needs what, buying it once, getting people to actually finish, and being able to prove it at peer review.
We give you the tools and a dedicated partner to run that program end to end, across every format your firm uses — custom webinars, on-site days, bulk credit, and Live Replay — with every completion landing in one place.
Everything the person running CPE needs
From planning the year to proving it at peer review — the whole job, supported.
Plan the year
We help you map your team's requirements by role and jurisdiction, then build a plan that mixes the right formats — custom sessions on your topics, Live Replay for individual gaps, an on-site day or firm CPE day for the whole team.
Assign & enroll
Enroll people from the admin portal, open up self-serve access to the catalog and Live Replay, or fund a bulk credit pack your staff draw down all year — however you prefer to run it.
Track completion in real time
See enrollments, in-progress status, and completions across everyone on the account, live — so you know who's on track and who needs a nudge before a deadline, not after.
Stay compliant & audit-ready
Every attendee's certificates and completion records sit in one exportable place, built for peer review, state board audits, and HR training files. NASBA-sponsored (ID 167619), so credits count in all 50 states.
Budget it once
Fund the whole program with a single discounted bulk pack instead of chasing per-course purchase orders — group discounts scale to 20%, and you draw down against one line in the budget.
Have one point of contact
You get a dedicated CPE Today contact who knows your firm — to plan the year, spin up a custom session, pull a report, or answer a compliance question — instead of a support queue.
Frequently asked by administrators
I'm the one person who manages CPE for our whole firm. Can you make that easier?
That's exactly who this is for. Between the admin portal (enroll, track, and report in one place) and a dedicated contact who knows your firm, most of the manual work — chasing completions, assembling records for peer review, buying course by course — goes away.
Can we see who has and hasn't completed their CPE?
Yes, in real time. The portal shows enrollments, progress, and completions across everyone on the account, so you can nudge people before a deadline and export the records when you need them.
Is the reporting good enough for peer review and state boards?
Yes — certificates and completion reports are built for peer review, state board audits, and HR records, and every program is NASBA-sponsored so the credit counts in all 50 states.
How do we pay for CPE across the whole firm without a PO for every course?
A bulk credit pack: prepay a discounted block of hours (up to 20% off) and let your team draw them down across webinars and Live Replay all year — one budget line, no per-course paperwork.
The formats you'll manage
Mix and match — they all report into the same portal.
🎥 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 →