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FIRMS & CORPORATIONS

CPE Solutions for CPA and Accounting Firms

Empower Your Staff with CPE That Fuels Learning & Development

Streamline your firm’s professional education with Surgent. Deliver engaging CPE that strengthens your staff’s skills, supports their learning and development, and keeps your business fully compliant—while easing the administrative burden.

CPE Solutions for Accounting and Tax Firms

Get Free CPE Strategies for Your Firm

Request a Demo or Pricing

Ready to simplify CPE for your team? Complete the form and a Surgent expert will contact you to discuss tailored CPE solutions for your firm.

Trusted by Leading Firms

Why Leading Firms Choose Surgent CPE

 

Surgent delivers a smarter, more agile approach to firmwide professional education. Learning & Development is essential for firms that want to grow and retain their talent, and Surgent makes it simple by helping every team member keep current on the latest trends, tax law, and standards—while enjoying learning experiences that work for every schedule and every stage of a career.

 

CPE Administration Simplify tracking and management of CPE hours for your entire firm with an easy-to-use admin portal.
CPA Compliance Ensure your entire team meets state and industry CPE requirements with automatic tracking, reminders, and detailed compliance reporting.
Staff Engagement Deliver interactive, relevant CPE content that motivates your professionals and supports continuous learning and skill development.
Flexible Learning Offer live webinars, on-demand courses, and gamified learning modules so every staff member can complete CPE on their own schedule.

Unlimited & Bulk CPE Options

Maximize training budgets with flexible pricing.

Gamified, Real-World Learning

Boost engagement and retention with interactive content and simulations.

Instant On-Demand Access

Choose from 2,300+ live webinars and 400+ self-study courses—anytime, anywhere.

Weekly Expert Hour

Stay ahead with timely industry updates from top-rated instructors.

Powerful Firm Portal

Centralized CPE management across your team for easy compliance.

Flex Access & Custom Solutions

Scalable programs for firms of all sizes—ideal for seasonal, part-time, and full-time staff.

Technical Support & Dedicated Account Management

Our clients get more than software—you receive a dedicated account manager and responsive technical support for seamless onboarding, CPE administration, and ongoing success.

Gamified CPE example

What is Gamification and Why It Matters

Gamification uses interactive, scenario-based simulations to make CPE/CE learning more engaging, effective, and relevant. It helps professionals apply real-world skills, stay motivated, and earn credit — all in a fun, bite-sized format.

Why It Works:
  • Boosts engagement and knowledge retention through active learning
  • Applies real-world scenarios that mirror actual tax and audit challenges
  • Fits busy schedules with short, credit-earning courses
Download Whitepaper

Getting Started Is Easy

1

Connect with Surgent CPE

Submit the form or schedule a demo to discuss your firm’s needs.

2

Customize Your CPE Plan

Choose your preferred access, team members, and delivery formats.

3

Launch & Monitor Learning

Easily onboard your staff and track progress and compliance using our intuitive Firm CPE Portal—with personal support at every step!

Ready to get started?

Request a Demo

CPE Solutions Tailored for Every Role

L&D Managers

L&D Managers

Effortlessly monitor compliance and course completion through the Firm CPE Portal. Assign training, automate tracking, and choose from webinars, self-study, and gamified formats.

Firm Partners

Firm Partners

Invest in scalable, high-impact CPE that drives team performance and retention. Stay on top of regulatory changes and industry shifts.

CPA Staff

CPA Staff

Access engaging, flexible learning you can fit around client deadlines and busy seasons. Earn credits and strengthen skills with gamified, real-world content.

Is your current CPE program holding your firm back?

Learn how unlimited subscriptions and bulk hours can save time, reduce costs, and empower your team with flexible, up-to-date training.

Access for Free

Our customers say it best.

“I have been a CPA for more than 30 years. These are the best webinars I have ever purchased. Thank you.”

Richard, CPA

“We recently switched from a competitor specifically because you offer more than 'just the basics'.”

Jennifer, CPA

“I will take more Surgent courses based on this one.”

Edward, CPA

Extensive library, dedicated instructors

10,000+ CPE credits
7,500+
CPE Credits Available
Gain flexibility and confidence with the industry’s most comprehensive CPE selection.
2,300+ live CPE webinars annually
2,300+
Live webinars each year
Enjoy unmatched scheduling flexibility and the ability to learn directly from expert instructors in real time.
250+ on-demand self-study CPE courses
250+
On-demand courses
Instantly access courses designed for busy professionals, ensuring continuous growth at your convenience.
100+ expert CPE instructors
100+
Expert instructors
Learn from leading professionals who bring real-world insights and current expertise to every course.
View Course Catalog

Download Our Free CPE Resources

Empower your team and streamline CPE with our latest thought leadership. Choose one or both free whitepapers below:

Gamified CPE White Paper cover

Gamified CPE: Boosting Engagement & Results

Learn how interactive, game-based elements can drive CPE completion, retention, and staff satisfaction in your firm.

Bulk vs Unlimited CPE Solutions White Paper cover

Bulk vs. Unlimited: Smarter CPE Solutions for Firms

Learn how your firm can cut costs, improve participation, and stay compliant with the right CPE subscription model.

Surgent for Enterprise: CPE Customized for Your Firm

Discover a true partnership for firmwide advancement. Our team will tailor CPE strategies, delivery formats, and administrative tools for your people, at your scale.

Contact Our Firm Solutions Team Access Free Resources
Call: (484) 588-4197 | Email: salesinfo@surgent.com
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