Platform Overview

Get compliance right
Automate tracking for CPE, licenses, and certifications to reduce risk and stay audit-ready.
Develop talent at scale
Align required learning to firm goals so compliance fuels growth—not just box-checking.
Lead with insight
Ensure professional readiness with real-time reporting and visibility into learning progress across the firm.

Keep up with compliance rules

Take control of compliance with automated rule management that ensures professionals are ready to practice—and reduce the risk of fines and penalties.

Automate tracking across 1,100 jurisdictions, certifications, and licenses
Incorporate CE rule changes into learner requirements automatically
Set policy for licensure and certification by practice, location, and more
Create in-firm requirements to customize learner goals
Access compliance experts for rule interpretation

Drive learning with purpose

Deliver professional development that achieves growth goals for both learners and the firm while meeting compliance requirements.

Connect courses to the requirements they fulfill automatically
Design learning plans that both develop capabilities and fulfill CPE
Enable flexible learning with course equivalencies and versioning
Centralize content from 15+ providers including Becker and LumiQ
Drive targeted learning with courses from our marketplace or upload your own

Make time for talent growth

Align all content with compliance requirements to accurately track credit and ensure audit-ready reporting.

Automate credit tracking for in-person, webcast, and self-study courses
Calculate credit for partial completions and special situations
Track CPE credit with the only NASBA-compliant LinkedIn Learning integration
Capture attendance and engagement at live and virtual events
Use AI-enabled certificate scanning to eliminate manual data entry

Keep everyone ready to practice

Meet complexity with an operating model to manage the lifecycle of CPE, licenses, and certifications at scale across the firm.

Set proactive alerts ahead of expirations and due dates
Create approval processes for documentation and credit requests
Automate license and certification renewal tracking
Standardize remediation processes and documentation
Report on status, progress, and risks

Take action on real-time insight

Ensure firm readiness and plan your next steps with a clear, real-time view of learning, compliance, and credentials across your firm.

Track CPE progress and stay ahead of credential due dates
Filter reports by practice, level, office and more
Use dashboards to identify actionable performance insights
Provide reports to auditors and governing bodies
Inform development and staffing decisions with learner records

Learning your employees will love

When employees are engaged, you see better learning achievement and improved retention. Employees can:

Instantly see compliance status and upcoming due dates

Find and enroll in required and optional training

Track all learning in one place

Submit external credits and requests with ease

Generate ready-to-share compliance reports

Enjoy a smooth experience across live, virtual, and hybrid learning

“If you are looking for a complete solution for your training and compliance needs, LCvista is where you need to be. Their level of expertise, support, and professionalism is world class.”

Stacey Rodgers

Director of L&D at Cohen & Co

Responsive, expert customer support

LCvista is here to help with experts who understand accounting, CPE compliance, and L&D. For even more support driving professional development outcomes, explore our managed services.

Learn More

Ready to drive talent growth and reduce compliance risk?

Request a Demo

Power professional readiness firm‑wide