One pane of glass
for every member,
every credit, every deadline.
Active Members
Renewal Rate
Industry avg: 87.2%
CPE Compliance
1,132 / 1,247 compliant
Monthly Onboarding Velocity
New members / month — last 12 months
Avg Onboard
was 4.2 hrs
Start free
50 members
Time Reclaimed Per Member
saved per renewal cycle — without touching a spreadsheet
Renewal Automation Pipeline
Triggered automatically — no action required
Renewal Notice Sent
90 days before expiry
CPE Gap Detected
Auto-flagged: 3.5 hrs short
Invoice Generated
$425 — sent automatically
Member Renewed
Zero manual intervention
Renewal Accuracy
Zero missed invoices in 24 months
Credit Card Required
Start free, upgrade when you grow
SOC 2 Type II
Audit-ready data exports
Avg member onboard
Down from 4.2 hours
CPA firms active
From 50 to 2,000 members
CPE hours tracked
Across all firms
Platform uptime
SLA guaranteed
Member-Level Clarity
Every member.
Every credit.
One panel.
Stop hunting through spreadsheets. See CPE status, billing history, and renewal dates in a single frosted view.
Rachel Okonkwo
Okonkwo & Stern LLP
David Kaufmann
Kaufmann Advisory
Priya Krishnamurthy
PKF Southeast
Marcus Webb
Webb & Associates
Sofia Reinholt
Reinholt Tax Group
Renewal Billing
Onboarding
14 min avgFirm-Wide Intelligence
One pane of glass.
Roll up CPE compliance, renewal rates, and billing across every office — from regional director to managing partner view in one click.
CPE Compliance Heat
Pending Actions
3Export Reports
AICPA-ready CSV, PDF
Start Today
Your first 50 members
are on us.
No credit card. No setup fee. No spreadsheets. Just a firm finally running like it should.
Starter
Up to 50 members
Growth
/month — up to 500 members
Enterprise
1,000+ members