CPE Options for firms & teams
Buy CPE credits in bulk at as low as $1.95/credit, assign courses across your staff, and watch every employee’s compliance from one coordinator dashboard — with a one-click audit file when a board comes knocking.
See the coordinator dashboard
Bulk CPE credit packages
| Package | Rate | One-time price | |
|---|---|---|---|
| 100 credits | $4.95 / credit | $495 | Get started → |
| 250 credits | $3.95 / credit | $987.50 | Get started → |
| 500 credits | $2.95 / credit | $1,475 | Get started → |
| 1,000 credits BEST VALUE | $1.95 / credit | $1,950 | Get started → |
| 1,500+ credits | Custom rate | Contact us | Get a quote → |
Credits are a shared pool your coordinator assigns to employees — 1 credit = 1 CPE. Run low? Top up anytime at the same per-credit rate you paid, or upgrade to a larger tier for a bigger discount. Need 2,000+? Contact us for custom volume pricing.
One dashboard to run your whole program
See everyone at a glance
A live roster of every employee — hours completed vs. required, ethics, renewal deadline, and an on-track / behind status roll-up.
Assign courses — or let staff self-enroll
Push specific courses to an employee in a click, or flip on self-enroll and let your team choose from the catalog. Every assignment draws from your credit pool automatically.
Compliance notices
Send a note to any employee, or nudge everyone who’s behind at once. Automated deadline reminders keep the whole team ahead of their cycle.
One-click Board Audit File
If a member gets audited, download a single ZIP with every certificate and a compliance summary — ready to print or email to the board.
Credit-pool tracking
Watch your pool draw down as courses are assigned, and see exactly what’s left. Give access to as many or as few employees as you choose.
Built for multi-state teams
Each employee’s dashboard tracks their own state and license type automatically — CPA, EA, CFP, or PTIN holder, in any state.
Ready to set your firm up?
Pick a package above to get started, and your coordinator dashboard is ready the moment you check out.
Get the 500-credit package →The dashboard is a self-tracking aid, not a compliance guarantee, and not legal advice. Per-state eligibility and pre-approval still govern board-accepted credit — always confirm with your board.
Your firm coordinator dashboard
Buy a firm CPE-credit package and your coordinator gets a full team dashboard: add employees, assign courses or let staff self-enroll, watch everyone’s progress and license deadlines, draw from a shared CPE credit pool, send reminders, and download a one-click Board Audit File for the whole team.
