How It Works
Understand how OneStop CPE helps you track, manage, and stay on top of your professional education requirements.
Why OneStop CPE?
Keeping up with professional education requirements shouldn't be stressful. Between juggling multiple registrations, remembering deadlines, and gathering evidence — it's easy for things to slip through the cracks.
One place for all your roles, rules, and training records. No spreadsheets, no guesswork.
The app tracks your deadlines and compliance status automatically — so you don't have to remember.
Forward a training confirmation email and we'll create the record and attach the evidence for you.
The Big Picture
It Starts With You
At its heart, OneStop CPE is built around the individual. Every piece of data in the app belongs to you. You choose your professional roles, you log your training, and you decide who gets to see it. That never changes — even when you're part of an organisation.
Find Your Registration Date
Before you get started, you'll need to know your registration date for each role. This short video shows you how to find it.
What is a Role?
A role is a professional registration that requires you to complete ongoing training. For example, a Tax Agent registered with the Tax Practitioners Board (TPB), a CPA with CPA Australia, or a Financial Planner registered with ASIC.
You can hold multiple roles at the same time. Many professionals do — and each role may have completely different requirements. OneStop CPE tracks them all independently.
Registration Date
When you add a role, you'll be asked for your licence registration date. Most roles use this date to calculate your compliance periods — for example, your training year might run from your registration anniversary rather than the calendar year. You can update this date for each role at any time if it changes.
Selecting a professional role from the available categories
What are Rules?
Every role comes with a set of rules defined by its regulatory body. These rules specify:
- How much training you need (e.g. 90 hours over 3 years)
- What type of training counts (e.g. structured vs. unstructured)
- By when you need to complete it (e.g. by your registration anniversary or end of calendar year)
- Maximum limits on certain types (e.g. no more than 25% from reading)
Rules for a BAS Agent — minimum hours required and maximum limits on certain training types
When you log training, OneStop CPE automatically matches it against the rules for each of your roles. Your dashboard shows you exactly where you stand:
What You See on Your Dashboard
- Hours Complete — your overall target and how many hours remain
- Year Compliance Status — each compliance period (e.g. Year 1, Year 2, Year 3) shows whether you've met the requirement or are on track
- Compliance Caps — some roles limit certain training types (e.g. max hours of reading) — the app tracks these caps for you
You haven't reached the target for this period yet
You're on pace to meet this period's requirements
Your personal compliance dashboard — year-by-year status and compliance caps at a glance
Organisation view is different: If you're part of an organisation, your admins see a team-level summary with Compliant, At Risk, and Non-Compliant counts across all members — but your individual dashboard always shows your own detailed year-by-year progress.
A training record is simply proof that you did something to develop professionally — a course, a webinar, a conference session, self-study, or anything else that counts toward your requirements.
What You Record
When you did the training
How many hours or points
Who provided the training
Description, photos, documents, links
Email Your Training In
Received a training confirmation or certificate by email? Simply forward it to your unique OneStop CPE email address and the app will automatically create a training record from the email content and attach any documents as evidence.
You'll still need to review and fill in a few details the email may not include — such as how long the training took, what you learnt, or which training type it falls under — but the heavy lifting is done for you.
When you create a training record, the app automatically maps it to the relevant roles and rules. You don't need to work out which rule it satisfies — OneStop CPE does that for you.
If you're part of an organisation:
Depending on how your organisation is configured, your training may need to be approved by an admin before it counts toward compliance. While a training record is pending approval, it will not be counted in your compliance totals. You'll see the approval status on each training record. Once approved, the hours are reflected in both your personal and the organisation's compliance view.
Your training data always belongs to you — it's never locked behind an organisation or employer.
Creating a training record — this one was created automatically from a forwarded email
A Training Plan lets you set a goal for a specific role: "I want to complete 20 hours of structured CPE for my Tax Agent role by June."
How Plans Work
- Create a plan — choose a role, set a target amount and a target date
- Assign training — link your completed training records to the plan
- Track progress — watch your progress visually as you work toward your goal
Plans turn a compliance obligation into something you can actively manage, rather than scramble for at the last minute.
For organisations: Organisation Training Plans are coming soon. Admins will be able to create plans for team members to coordinate group compliance goals. For now, plans are available for individual use.
A training plan with target, progress tracking, and assigned training records
The Events section helps you discover upcoming training opportunities — courses, webinars, conferences, and workshops — relevant to your professional roles.
What You Can Do
- Browse events by role, date, location, or format (in-person / online)
- View event details including provider, pricing, and what's covered
- After attending, create a training record directly from the event with one tap — no double entry
- Suggest events you've found to be listed for other professionals
The Events feature is currently in development and will be available in a future update.
Important — What Events Are (and Aren't)
Events in OneStop CPE are a discovery tool to help you find training. Here's what the app does not do:
- We do not register you for events — you register directly with the training provider
- We do not take payment for training — any fees are between you and the provider
- We do not provide training through the app — we help you find it and record it
An organisation in OneStop CPE is a team — your firm, your practice, your company. It gives managers and team leads visibility of how the team is tracking with their professional education obligations.
Your Data, Your Choice
When you join an organisation, you are choosing to share your role and compliance data with that team. But the data always remains yours. If you leave, your records go with you. The organisation never owns your professional history — you do.
Organisation dashboard — key metrics and compliance at a glance
Two Places, Two Purposes
You'll notice organisation features appear in two places in the app. They serve different purposes:
Your day-to-day organisation management. View the dashboard, browse members, invite people, check team compliance, and review approvals. This is where you go for everyday tasks.
Setup and settings. Create a new organisation, configure company-wide settings (like approval workflows), or manage your personal organisation preferences. Think of this as the admin/config area.
Any user with an active subscription can create an organisation. You provide a name for your organisation, and you automatically become its Owner.
Once created, you can start inviting team members and configuring the organisation to suit your needs.
Creating an organisation — enter your company details to get started
Best Practice: Use a Separate Account for Organisation Ownership
We recommend creating the organisation using a dedicated email address (e.g. admin@yourfirm.com) rather than a personal account. This keeps ownership tied to the business, not to an individual person.
If the person who created the organisation leaves the company, transferring ownership is much simpler when it's on a shared business account. The Owner account manages subscription and billing — keeping it separate from personal CPE tracking avoids complications down the track.
Organisations have three levels of access:
Full control. Manages subscription, billing, and can appoint admins. There is one owner per organisation.
Can invite and manage members, view team compliance, and create team training plans.
Shares their role and compliance data with the organisation. Logs their own training as usual.
Owners and Admins can send email invitations to team members. The invited person receives an email with a link to join the organisation.
- If they already have a OneStop CPE account, they can accept the invite from within the app
- If they're new, the invite link takes them through sign-up with the organisation pre-selected
- Invitations can be accepted or declined — joining is always voluntary
Inviting members by email — choose whether they join as a Member or Admin
Organisation Owners and Admins can configure how member training is handled within the team. This is set at the organisation level and affects how training records appear on the team compliance dashboard.
All training logged by members is automatically approved and immediately reflected in the team compliance dashboard. This is the simplest option — ideal for teams that trust their members to log accurately.
Training logged by members must be reviewed and approved by an Owner or Admin before it counts toward compliance. While a training record is pending approval, it is not counted in the member's compliance totals. Once approved, it is immediately reflected in both the member's personal compliance and the team compliance dashboard.
Members choose whether to submit each training record for the organisation to see. If they submit it, it may require approval depending on the organisation's settings. If they don't submit it, it remains private to them.
The organisation doesn't use approval workflows at all. All shared training is visible without any approval step. This is the most hands-off approach.
Remember: Your training data is always yours, no matter which workflow your organisation uses. However, if an approval workflow is in place, training records that are pending approval will not count toward your compliance until they are approved. Once approved, they are immediately reflected in your compliance totals.
Organisation subscriptions are based on seats. Each seat allows one member to be part of the organisation.
- The Owner manages the subscription and can add or remove seats as the team grows or shrinks
- Seats can only be assigned to users who have already registered with OneStop CPE — the person needs an account first before they can be invited to fill a seat
- When a member leaves, their seat becomes available for someone new
- You can see how many seats are in use and how many are available at any time
Owners and Admins get a team compliance dashboard — a different view from the individual dashboard. Instead of year-by-year detail, it shows a team-wide summary:
Members who have met all requirements
Members approaching a deadline
Members who have not met requirements
- Compliance Summary — counts of compliant, at risk, and non-compliant members
- Analytics & Insights — deadline urgency alerts highlighting members needing immediate attention
- Member Detail — drill into each member to see their role-by-role hours and periods
This gives firms the visibility they need to manage team compliance proactively, while individuals keep full ownership of their own detailed records.
Organisation compliance view — team summary, deadline urgency, and per-member drill-down
Organisation Training Plans will allow Admins to create Training Plans that apply to team members. This will help coordinate group compliance goals — for example, ensuring all Tax Agents in the firm complete a particular type of training by a certain date.
Team members will see these plans alongside their own personal plans, and can assign their training records toward them in the same way.
If you leave an organisation, all your data goes with you. Your training records, compliance history, and plans are yours — they were never owned by the organisation.
You simply stop sharing your data with that team. Your OneStop CPE account and everything in it continues as normal.
Subscription to Consider
If your organisation was covering your seat (i.e. you were using the organisation's subscription), you may need to either join another organisation or take out your own personal subscription to continue using OneStop CPE. Without an active subscription or organisation seat, you'll still have your account and data, but access to premium features will be limited.
In a Nutshell
| Concept | What It Means |
|---|---|
| You | The owner of all your data — always |
| Roles | The professional hats you wear |
| Rules | What each role requires of you |
| Training | What you've done to meet those requirements |
| Plans | Your goals for getting there |
| Events | Where to find your next training |
| Organisation | A team you choose to share your progress with |
Ready to Get Started?
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