PCAOB
CE Manager – CPE Tracking Software & Learning Management
Nov. 22, 2021
CPE Tracking Software and Learning Management System for Accounting Firms
Manage your accounting firm’s CPE tracking and learning with these powerful features:
- Accurate CPE management and compliance tracking for all US jurisdictions, including specialties like PCAOB, AICPA, Yellow Book, and EBPAQC, tracked with detail and precision
- Create and customize your own In-Firm licenses
- Provide your accounting professionals and staff with a user-friendly Learning Management System (LMS)
- Access advanced, multi-office course scheduling with seamless Outlook integration
- Automate email invitations, reminders, CPE compliance reports, and course evaluation requests
- Utilize an interactive course calendar with course materials, automated wait-listing, and registration for accounting professionals
- Assign and monitor specific paths of study for accounting professionals and staff with advanced learning tracks
- Automatically populate and store course certifications upon validation of attendance, as well as uploading of third-party course certificates
- Automatically populate attendance sheets with the names of attendees and relevant details
- Access interactive online course evaluation forms and related statistics reports
- Create custom emails and invitations that feature your firm or professional development logos, branding, and colors
- Access an accurate and concise ‘Short Summary’ of CPE rules and requirements for each jurisdiction CE Manager tracks
- Trust that your software is always current with the latest CPE requirements in all relevant jurisdictions through our continual rule updates from subject-matter experts
- Access E-Learning on demand with viewer verification and instant updates to the viewer’s CPE Compliance Report and Course Summary
- Comprehensive and real-time reporting
- Ongoing world-class customer support from our highly knowledgeable and responsive team