Team Training Portal & Reporting
See who trained on what, in real time
Every group account includes a training portal so administrators can actually manage team CPE instead of chasing it. Enroll people, watch progress in real time, and pull completion and certificate reports whenever you need them.
It ties the other formats together: whether your team learns through custom webinars, on-site days, bulk packs, or Live Replay, the completions all land in one place — ready for peer review, state compliance, or HR records.
How it works
- We set up your organization and add your administrators.
- Admins enroll users and assign or open up courses and packs.
- The portal tracks enrollments, progress, and completions in real time.
- Pull certificate and completion reports on demand for compliance and HR.
What's included
- Administrator accounts and user management
- Real-time progress and completion tracking
- Certificate and completion report exports
- One record across webinars, on-site, packs, and Live Replay
Frequently asked
What can administrators see?
Enrollments, in-progress status, completions, and certificates across everyone on the account — filterable and exportable.
Is it ready for peer review and state compliance?
Yes — completion and certificate reports are built for exactly that, plus HR training records.
Does the portal cover every format?
Yes. Custom webinars, on-site training, bulk packs, and Live Replay all report into the same portal.
Other ways firms train with us
🎟️ 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 →🎪 Custom Events & Conferences
Custom conferences and special corporate events — like TaxRevolution 2026 — produced from agenda to certificates.
Learn more →