FAQ - OnestopcPE | Frequently Asked Questions

Compliance & Regulatory

From 1 July 2025, the TPB Code of Professional Conduct introduced significant new obligations for registered tax practitioners with 100 or fewer employees (larger firms from 1 January 2025).

Key changes:

Employer responsibility — managers and employers are now responsible for ensuring their staff meet CPE compliance requirements, with adequate supervision, competency checks, and training
Quality Management Systems (QMS) — all registered practitioners must establish and maintain a QMS covering governance, training records, client engagement, and staff management
Competency verification — staff must have adequate education and understanding of relevant tax laws, with initial and ongoing training documented

Which roles are affected?

These obligations apply to all TPB-registered practitioners: Registered Tax Agents, BAS Agents, and Tax (Financial) Advisers. If you employ or supervise staff providing tax agent or BAS services, you are responsible for their competency and compliance.

How Onestop CPE helps: Our Team & Organisation features give managers a centralised dashboard to track all team members' compliance status, review training entries, manage approval workflows, and maintain the training records your QMS requires — all in one place.

Yes — significantly. The Australian Government has committed substantial additional funding and powers to the TPB to strengthen compliance across the profession.

What's changed:

Additional funding for the TPB to conduct compliance operations targeting high-risk practitioners over 4 years from 1 July 2025
Enhanced sanctions — civil penalties broadened, criminal penalties reintroduced, and the maximum ban period extended from 5 to 10 years
More investigations — in 2024–25, 78% of the TPB's closed compliance cases resulted in formal sanctions (cautions, suspensions, or terminations)
New Code obligations from 1 July 2025 create additional grounds for compliance action if QMS, supervision, or training requirements aren't met

With around 63,800 registered practitioners across Australia and the TPB's expanded compliance program, maintaining proper training records and demonstrating compliance has never been more important.

Be prepared: The best defence against a compliance review is accurate, up-to-date training records. Onestop CPE gives you audit-ready reports, evidence storage, and real-time compliance tracking so you're always prepared.

Why Onestop CPE

We're not a training provider — we're your compliance partner. Most CPE platforms in Australia are training providers first — they sell courses and only track the training they deliver. Onestop CPE is fundamentally different.

What makes us unique:

Multi-role compliance in one place — we map your training against the actual regulatory rules for each of your professional roles simultaneously. Tax Agent, BAS Agent, CPA, Financial Planner — all tracked together with the correct rules applied.
Any training, any provider — we don't sell training. We track ALL your training regardless of where you did it — webinars, conferences, online courses, reading, in-house sessions. Your compliance picture is complete, not fragmented.
Email-to-training — forward a training confirmation email and we'll create the record and attach the evidence for you. No other Australian CPE tracker offers this.
Mobile-first design — a dedicated native app built for your phone, not a desktop website squeezed onto a small screen. Log training in real time as you complete it.
Training Plans — set goals mapped against your role requirements and track progress visually. Free CPE trackers typically don't offer planning features — a critical gap when your QMS requires documented training plans.
Organisation compliance dashboard — built for the new July 2025 employer obligations, giving managers visibility across their entire team.

Our goal is to reduce the admin burden of CPE compliance so you can focus on your clients and your career.

No more mental strain — stop trying to remember what you've done and when. Log training in real time, or forward confirmation emails and let us create the record for you.
Know exactly where you stand — your compliance dashboard updates instantly. No more end-of-year scrambling or counting hours on a spreadsheet.
Train smarter, not more — because you can see your progress in real time, you only do the training you actually need. No more over-training “just in case” or attending sessions hoping you've done enough.
Audit-ready at all times — your training records, evidence, and compliance reports are always current and exportable. If the TPB comes knocking, you're prepared.

Your first month is free with full access. After that, individual plans start from just $10/month — less than the cost of one unnecessary training session. See our Pricing page for details.

Organisations & Teams

Organisation accounts let managers oversee their team's CPE compliance from a centralised dashboard.

Create an organisation and invite team members
Assign seats from your subscription (5, 10, or 20 seat packs)
View team compliance status at a glance
Manage billing centrally for the whole team
Role-based access: Owner, Admin, and Member roles
Optional training approval workflow—Owners and Admins can review and approve member training entries

For a detailed walkthrough, see the Organisations section on our How It Works page.

When members share a professional role with the organisation, admins can see all training data for that role:

Compliance status (on track, at risk, overdue)
Training progress towards CPE requirements
All training entries and evidence for shared roles
Summary reports for the organisation
Approve or reject training entries (when approval workflow is enabled)

Members choose which roles to share—admins cannot access training for roles that haven't been shared.

Learn more in the Organisations section of our How It Works page.

Your training data always belongs to you.

When you share a role with an organisation, you're granting them a licence to view training for that role—but you remain the owner. If you leave an organisation or remove a shared role:

You keep full access to ALL your training data
The organisation loses visibility of training for that role
You can share the role with a different organisation if needed

Yes—we use a Zero PII architecture for maximum security.

Your email address and login credentials are managed by Clerk, an industry-leading authentication provider. We never store your email or password in our database—your most sensitive personal identifiers are protected by specialist security infrastructure.

Your training data is encrypted in transit and at rest, stored securely in the cloud with robust access controls.

Setup Guides

Financial Planners (ASIC CPD Standard) have strict requirements that make the Approval Required workflow the ideal choice for organisations.

ASIC CPD Requirements at a Glance

As at January 2024 — per the ASIC Corporations (Relevant Providers—CPD Standards) Instrument 2018/986

40 hours total per CPD year (1 July – 30 June)
70% must be approved/directed by the licensee — that's 28 hours
40% must be formal (structured) training — that's 16 hours
Reading capped at 4 hours per year

Four mandatory knowledge areas (as at January 2024):

Technical Competence — 5 hours
Client Care & Practice — 5 hours
Regulatory Compliance & Legal Obligations — 5 hours
Professionalism & Ethics — 9 hours

Recommended organisation setup:

Create your organisation and invite your Financial Planners as members.
Set the approval workflow to “Approval Required” — this ensures you (as Owner or Admin) review and approve each training entry before it counts toward compliance. This directly satisfies the 70% licensee-directed requirement, as you are actively approving the training.
Members log their training as usual, recording the date, duration, provider, knowledge area, and attaching evidence.
You review and approve each entry. Approved training is counted toward the member's compliance. Pending training is not counted until approved — giving you full control over what qualifies.
Monitor the compliance dashboard to see each member's progress across all four knowledge areas, total hours, and formal vs informal split.

Why “Approval Required”? Since ASIC requires 70% of training to be approved/directed by the licensee, having every training entry reviewed by your organisation ensures you maintain oversight and can demonstrate compliance to ASIC. The remaining 30% (up to 12 hours) can still be self-directed by the member — you simply approve those entries as well to keep a complete record.

Part-time Financial Planners have the same structure but require 36 hours instead of 40 — the 70% and 40% ratios still apply.

General Questions

The first month of use is free!

After the free trial, we offer affordable subscription plans for individuals and organisations. Visit our Pricing page for full details and current rates.

This date is your most recent agent registration renewal date with the TPB.

The registration date is important as it uses this to calculate the training requirements based on the rules for the period you are entering. This date is changeable in the profile screen and can be adjusted if you prefer to track at calendar year or financial year.

Yes! You can import training records using our CSV import feature. Download the template, fill in your training history, and import it in one go.

Alternatively, you don't have to create a separate entry for each event. Training sessions can be grouped together with up to 4 pieces of evidence allowed per training entry.

There are two popular options. You can create an entry for each training session each day if you want to get detailed, otherwise creating a single entry each day covering all the sessions that day.

You can reach out to our support team via email at support@onestopcpe.com.au, through the contact-us in this webpage, via our Instagram or Facebook page.

Squirrelhog is our parent company, responsible for developing and maintaining the app. The name Squirrelhog came about when snacks were hidden away and consumed in private, hence the act of squirrelhogging.

We're constantly shipping new features and improvements. Check out our What's New page for the latest releases, and our Features page for a full overview of everything the app offers.

Coming soon:

Events — discover training opportunities near you, filtered by role and location
Expanding role coverage to include more Australian professions
Regular email reminders to keep you on track with your CPE/CPD goals
Organisation training plans — set goals for your whole team
A web version of the app accessible from your PC or laptop

Please contact us with the idea and a way to reach out to you as we are always looking for ways to improve!