Frequently asked questions.
Honest answers about compliance, teams, data ownership, security and pricing.
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).
- Employer responsibility — managers and employers must ensure their staff meet CPE obligations, with adequate supervision, competency checks and training.
- Quality Management Systems (QMS) — all registered practitioners must establish and maintain a QMS covering governance, training, client engagement and staff management.
- Competency verification — staff must have documented education and ongoing training relevant to the laws they apply.
This applies to 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 compliance.
Yes — significantly. The Australian Government has committed substantial additional funding and powers to the TPB to strengthen compliance.
- Additional funding for compliance operations targeting high-risk practitioners over four years from 1 July 2025.
- Civil penalties broadened, criminal penalties reintroduced, maximum ban period extended from 5 to 10 years.
- 78% of the TPB's closed compliance cases in 2024-25 resulted in formal sanctions.
- July 2025 Code obligations create additional grounds for compliance action where QMS, supervision or training requirements aren't met.
With around 63,800 registered practitioners across Australia and the TPB's expanded compliance program, training records have never been more important.
Why Onestop CPE
We're not a training provider — we're your compliance partner. Most CPE platforms in Australia sell courses and only track training they deliver. Onestop CPE is fundamentally different.
- Multi-role compliance in one place — map training against the actual rules for each role you hold simultaneously.
- Any training, any provider — webinars, conferences, online courses, reading, in-house. Complete picture, not fragmented.
- Email-to-training — forward a confirmation email and we create the record with evidence attached.
- Mobile-first — native app built for your phone, not a desktop site squeezed onto a small screen.
- Training plans — set goals against role requirements, track progress visually.
- Org compliance dashboard — built for the new July 2025 employer obligations.
- No more mental strain — log training in real time, or forward confirmation emails and let us create the record.
- Know exactly where you stand — the compliance dashboard updates instantly. No end-of-year scramble.
- Train smarter, not more — you only do the training you need.
- Audit-ready at all times — records, evidence and reports always exportable.
Organisations & teams
- 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.
- Optional training approval workflow — Owners and Admins can review and approve member training entries.
See For Teams for the full pitch.
For roles members share with the organisation, admins can see:
- 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)
Admins cannot see training for any role a member hasn't shared.
Your training data always belongs to you.
If you leave the organisation:
- 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.
Sensitive identifiers stay with our identity provider (Clerk). Training data is encrypted in transit and at rest. Australian data residency. Full detail in our Privacy Policy.
Setup guides
The first month of use is free. No credit card required to start.
Individual plans start at $10/month for one role, $15/month for two roles, $18/month for unlimited roles. Team plans start at $72/month for 5 seats. See full pricing.
Most CPE trackers force a choice between a personal tracker and an enterprise product. Onestop CPE supports both at once.
- Personal plan — you pay for your own subscription based on how many roles you hold (1, 2 or unlimited). Records belong to you and follow you wherever you work.
- Team plan — the practice pays a single bill covering multiple member seats. Each member gets full access (any number of roles), and the practice gets an org dashboard, approval workflow and training plans across the team.
- Both at once — you can be on a personal plan and sit inside a team. Your personal records track your roles; the team plan layers org visibility on the roles you share with the practice. Leave the practice and your records come with you.
Only if they personally track CPE for their own professional role.
The Organisation Management role is free — for inviting members, assigning seats, approving entries and overseeing compliance. There's no CPE tracking attached to this role and it doesn't consume a paid seat.
If you're a practice principal who also holds, say, a Tax Agent registration, you'll want a paid seat for that role and the free Org Management role for running the team. Both, side by side.
Yes — and this is where Onestop CPE meaningfully differs from other Australian CPE trackers.
- Personal training plans — set goals per role, by category, by hours. Track progress to plan, not just to the regulator's minimum.
- Team training plans — practice principals build plans for the whole org or specific members. Assign by role, by member or to the team. Watch progress visually on the org dashboard.
Most other CPE trackers don't include training plans at all. The few that do typically treat plans as a separate product, or only at the personal level. Onestop CPE bakes them into the same dashboard — personal and team plans side by side.
Your registration date is the date your professional registration with a regulator started (or was last renewed). For Tax and BAS Agents this is your registration date with the TPB. It anchors the start and end of every CPE cycle Onestop CPE tracks for that role.
Many regulators (TPB included) tie your CPE cycle to your registration anniversary, not the calendar year. Getting the registration date right means Onestop CPE counts the right hours into the right cycle — and your audit-ready exports line up with what the regulator expects.
Yes. Use the import feature to bring CSV records from a spreadsheet or another tracker. The app maps columns, applies your roles, and creates the entries with your evidence attached.
Log it as a single training entry with the start and end dates, total hours and the categories covered. Attach the certificate or program. The app applies the hours to the cycle each day falls in.
General
Use the Contact page or email support@onestopcpe.com.au. We answer in Australian business hours.
Squirrelhog Pty Ltd is the Australian company that builds Onestop CPE. The name's just the name — not literal. We also build Onestop QMS (quality management system aligned to ICB / TPB).
See What's New for the latest releases and what's coming. We ship frequently and the roadmap is shaped by what users actually ask for.
Email ideas@onestopcpe.com.au or use the in-app feedback link. We read every one.
Still have a question?
Email us at support@onestopcpe.com.au or open the contact page.