CPE Assistant™

CPE Assistant™ reduces the time and cost of keeping CPE compliance records in your firm. With this complete online CPE management tool, you can be confident that your employees will meet important CPE deadlines and maintain their certifications, because CPE Assistant does the work of monitoring the progress of individual CPAs against their CPE requirements. CPE Assistant also provides complete and updated rule summaries for all 50 CPA regulatory bodies mandating CPE, plus CLE, CFP and more.

Automatic and Effort-free CPE Recordkeeping!

CPE Assistant automatically populates CCH Learning Center data into CPE Assistant, saving you and members of your firm the time and trouble of keying in CPE information and updating records yourselves.

This convenient feature not only frees up your time, allowing you to focus on more productive work for clients, but also helps ensure that everyone entered in the system is up to date on their CPE credits and certifications.

If you want to track more than CCH Learning Center self-study courses, don’t worry – CPE Assistant allows easy entry of new training from other training sources as well.

Help Individual CPAs Stay Compliant

CPE Assistant identifies CPE rules and requirements for all 50 regulatory bodies mandating CPE, plus CFP, CLE and more.

CPE Assistant allows you to:

• Show hours completed against total hours needed in reporting period for each jurisdiction tracked
• Calculate limits on training format and topics and minimum requirements
• Automatically track certifications and credits earned through CCH Learning Center and upload other CPE sources
• Receive e-mail reminders on CPE status

Simplify the Learning Administrator’s Job

This easy-to-use CPE management tool:

• Provides a single point to administer all training functions
• Sends employees regular e-mail reminders on their CPE status
• Adds and drops employees from the system as needed
• Allows administrators to create firm-specific requirements
• Allows administrators to report multiple-user CPE completions for firm-sponsored training events
• Stores CPE certificates for quick retrieval and printing
• Produces reports by jurisdiction, CPE deadline, field of study and delivery method
• Automatically populates CCH Learning Center data into CPE Assistant - no data entry needed, saving you billable time

CCH Learning Center

Whether you are looking to earn CPE credit or advance your staff’s professional development, CCH Learning Center is the best on-demand learning solution for you. CCH® has enlisted the help of some of the best authors in the industry to bring you a wide variety of comprehensive and up-to-date courses to help further your staff’s professional development and improve their tax, accounting and audit, and financial and estate planning skills.

With CCH Learning Center, your staff will have access to over 300 technical and substantive online, self-study training courses to help increase proficiency in core topics and emerging issues — all while earning CPE.

Click here for more information.

CCH Seminars

CCH's live, two-hour interactive virtual seminars require nothing more than a telephone connection and an internet connection. For one low fee per site, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on hot new topics.

Click here for information on upcoming seminars and how to register.

Onsite, Online, and On-demand Training

CCH also offers onsite and online training for our products as well as seminars and conferences, some at a location near you.

• IT Consulting
• Best Practice Consulting - Standard
• Best Practice Consulting - Premium
• Setup
• End User
• Biller
• Administrator
• Marketing
• Practice Management Consulting - Hourly
• Projects End User
• Projects Administrator
• Reports

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

• CCH KnowledgeBase — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues, and product documentation.
• Web ticket — Open a Web ticket online to submit your question directly to customer support.
• Real-time chat — If you need a quick answer but don’t want to call, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.

Get the most out of your CCH products — connect with us today.