Document Management

CCH's online CPE Assistant monitors CPE hours completed against total hours needed, calculates limits on training formats and topics and tracks all staff training and progress from a single system since CCH Learning Center data automatically populates the new program. The product stores CPE certificates for retrieval and printing and automates employee status reminder email. The system also receives course recommendations from the CC Learning Center. CPE Assistant identifies rules and requirements for all 50 CPA regulatory groups that mandate CPE as well as RTRP, EA, CFP, CLE and other certifications. Training and compliance administrators can report multiple-user CPE completions for firm-sponsored training events. The learning center gives professionals access to more than 300-self study courses.

Price: Less than $40 per user. CCH:(888) 224-7377), CCHGroup.com/LearningCenter.

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