For firms
CPE for your whole team, tracked in one place.
Give every CPA, EA, and staff accountant unlimited access, one invoice, and a firm view of who is on track and who needs credits before the deadline.
Why firms choose CPE Options
Unlimited access per seat
Every published course for each team member: tax, accounting and auditing, technology, ethics, and practice management.
Firm compliance view
See each person’s progress against their state requirement template, upcoming deadlines, and remaining credits.
One invoice
Annual invoice billing for the firm, with seats you can add or reassign as your team changes.
Learning paths by role
Recommended course paths for tax staff, audit teams, and firm leaders, including busy-season updates.
Mobile-first courses
Staff can complete self-study courses on a phone, tablet, or laptop between engagements.
Audit-ready records
Certificates and transcripts for every completed course, ready for a board audit or peer review.
Firm pricing
Small firm
Volume discount on Unlimited for each seat.
Growing firm
Deeper discount plus firm reporting and onboarding help.
Enterprise
Custom pricing, learning paths, and a dedicated contact.
Tell us how many people need CPE and which credentials they hold, and we’ll send a quote within one business day.
Firm FAQ
Can we reassign a seat when someone leaves?
Yes. Seats belong to the firm. When a team member leaves, we move the seat to a new hire; certificates stay with the person who earned them.
Do staff get their own certificates?
Yes. Each person has their own account, certificates, and compliance dashboard.
Can we buy packages instead of Unlimited?
Yes. Firms can buy any package for a group of staff, for example the Federal Tax package for the tax team.
How do we pay?
Firms with five or more seats can pay by invoice. Smaller teams can buy seats online.