CPE Link Opens Up User Controls in Upgraded Firm CPE Center

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CPE Link’s Firm CPE Center has just gotten more powerful with its latest release. Version 3.0 adds new features that make this robust tool more flexible and easy for firms to use.

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CPE Link is committed to meeting the needs of CPA firms . . . Version 4 is already in the works, with a target release date at the end of this year, and will include jurisdictional CPE tracking!

The Firm CPE Center was originally designed to save firms time and money with fast online registrations, corporate CPE discounts, and real-time CPE reporting. The Firm CPE Center first put the power of registration into the hands of one account administrator from the firm. Version 3.0 now allows the administrator to delegate these registration rights to others to help manage staff CPE registrations. Managing group registrations just got easier too, with new registrant ‘pick lists’ that make group attendance verification forms a breeze.

To top it all off, CPE reporting now includes the ability to run a CPE Activity Report on any date span and choose to view (and export) records for one staff member or the whole office.

Firm Advantage Pass

Version 3.0 also adds flexibility to the Firm Advantage Pass, CPE Link’s popular corporate savings plan. Now the account administrator can choose to allocate Firm Advantage Pass hours to each staff or select the “open access” option. This makes the hours available to all staff to use as needed and allows them to simply select courses desired and proceed directly through the check out process quickly—no credit card payment and no processing of reimbursement requests later on.

Planning and budgeting for CPE has been simplified with the new Usage Summary report for the Firm Advantage Pass. The report can be viewed with one click and the data exported, if desired. In addition, firms can now easily refill their hours and get instant access to them.

“The Firm Advantage Pass gives our staff the ability to register from hours already purchased and it’s a huge cost savings compared to travel expenses to attend other outside courses,” said Sharon M. Goche of the Iowa CPA firm Erpelding, Voigt & Co., L.L.P. “Registration is quick and easy and the live webinars are well presented. The support from CPE Link is fabulous. We have been impressed by their response times and handling of our needs and requests. CPE Link is the way to go.”

CPE Link is committed to meeting the needs of CPA firms and continues to develop more features for its Firm CPE Center tool. Version 4 is already in the works, with a target release date at the end of this year, and will include jurisdictional CPE tracking.

CPE Link, which is headquartered in Silicon Valley, is a provider of online continuing professional education (CPE) for CPAs, EAs, CMAs, CFPs and other financial professionals. Practitioners can choose from a broad curriculum of 40 live webcast topics every month and over 400 hours of online self-study. CPE Link is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

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Sue Anderson
CPE Link
800-616-3822
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