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Firm CPE Management Solutions — Wolters Kluwer

Firm CPE Management

Does managing your firm’s CPE requirements feel overwhelming, time-consuming, and costly? It doesn’t have to be. With help from Wolters Kluwer, you can easily meet your firm’s CPE requirements and never miss a deadline again. With our Compliance Manager solution, we simplify the process for you and your staff, putting everything you need in one place. Discover just how easy it can be to manage your staff training today.

Managing Your Firm’s CPE Requirements Can Be Easy

Managing your firm’s CPE training and compliance is simple to do with CCH® CPELink.

First, you’ll set up a firm profile and assign account administrators who will be responsible for registering your staff for courses and webinars. Within your firm’s account, you’ll even be able to store your staff’s certificates of completion and other external CPE records — ensuring everything you need to manage your firm’s compliance is at your fingertips.

Once you have an account, you’ll be able to harness the power of Compliance Manager — an innovative solution that actively monitors CPE subject requirements and deadlines. Your staff will never miss a deadline again thanks to the automatic alerts you’ll receive regarding their CPE compliance. Plus, in order to help your staff fulfill any credit deficiencies, Compliance Manager will suggest courses they should take.

Compliance Manager is Full of Features That Make CPE Compliance Simple

In addition to automatically tracking your staff’s CPE training compliance, Compliance Manager will:

  • Update categories applicable to all state CPA licenses and other licenses;
  • Monitor limits on delivery formats and subject areas; and
  • Track carryover hours from one reporting period to the next for applicable states.

On top of all that, the Learning Ladder feature in Compliance Manager will allow you to set up custom training requirements for staff members. Whether they’re new-hires or partners, you’ll be able to monitor their progress.

Compliance Manager Works in Every State

Compliance Manager offers CPE tracking and compliance monitoring for CPAs in every state (including Puerto Rico) as well as Certified Management Accountants (CMAs), Enrolled Agents (EAs), Registered Tax Preparers (RTRPs), Certified Financial Planners (CFPs), CTEC Registered Tax Preparers (CRTPs), Certified Fraud Examiners (CFEs), AICPA, Government Auditors and PCAOB (Public Company Accounting Oversight Board) members.

Discover how easy it is to manage CPE hours for your firm with Compliance Manager today. For a closer look at what Wolters Kluwer has to offer your firm, you can take a video tour of our Firm CPE solutions.

Let Wolters Kluwer Take the Hassle Out of Firm CPE Management

At Wolters Kluwer, we’re dedicated to removing the obstacles that can make managing firm CPE compliance and training overly time-consuming and costly. We invite you to chat with us online when it’s convenient for you or call us at 800-344-3734 to discuss how we can help you streamline your firm CPE management process.