• 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

The premiere CPE Tracking Learning Management System – renowned for compliance calculation precision

• Appraise performance with a host of scoring features including sectioning for focused subject evaluation
• Keep evaluators and evaluatees informed and engaged in the review process with automated email communication
• Uncover strengths and weaknesses of professionals and staff within Core Competencies
• Create and monitor development plans, including goal setting
• Give insight to coaches, mentors, and managers through their portal so that they deliver proper guidance
• Let evaluatees identify who should review them, including consideration of engagement hours worked together
• Provide an informative dashboard to evaluators to give awareness of an individual’s efforts, including CPE Reports, Learning Tracks, and Course History linked directly from CE Manager
• Consolidate multiple reviews into one final message for successful delivery to evaluatees
• Effectively report status and results of evaluations in real time
• Access via mobile with any device, anytime, anywhere
• Import engagement hours and other information from any system to inform evaluators as they write reviews
• Easily identify your top performers
• Ongoing world-class customer support from our highly knowledgeable and responsive team

Performance evaluation software designed specifically for professional and staff reviews at accounting firms

• Forecast and schedule resources with clear visibility of current utilization and availability over days, months, and weeks.
• Visualize trends across your firm regarding scheduling, work distribution, and resource utilization with dashboards and graphical reports.
• Report on overall work allocation and team utilization for planning, budgeting, forecasting, and tracking DEI compliance.
• Utilize DEI reporting information related to work assignments with demographics such as gender and ethnicity, to augment your diversity program.
• Use automatic recommendations to make assignments based on an employee's availability, eligibility, and interest.
• Solve staffing conflicts in real time and easily forecast capacity and hiring needs.
• Activate Kanban boards to track work assignments, tasks, and to provide progress to project owners, admins, managers, and collaborators.
• Inform project teams and key stakeholders with fully customizable, automated email notifications for consistent communication and updates.
• Have employees and managers update their own self-service portal to give the latest status on assignments and tasks for themselves and their teams.
• Personalize dashboards for projects and portals to keep teams, admins, and managers informed and engaged.
• Be on the go with mobile-friendly, real-time access from anywhere, any device, and any browser to support your modern-day workforce and remote teams.
• Integrate with CE Manager, our world-class LMS and CPE compliance tracking system, in order to select the best team with the right skill set for the job, along with ability to assign work opportunities based on CPE activity and learning plans.
• Connect your HRIS and Time & Billing software through our API so that all of your systems are in synch with personnel and engagement information.
• Secure your system with Single Sign-On (SSO), Multi-Factor Authentication (MFA), and IP Address Restriction for protected access.
• Ongoing world-class customer support from our highly knowledgeable and responsive team.