Onestop CPE in detail.

Overview

Keeping up with professional education shouldn't be stressful. Between juggling multiple registrations, remembering deadlines, and gathering evidence, things slip. Onestop CPE is built around three ideas:

• Simplify the admin — one place for all your roles, rules and training records. No spreadsheets, no guesswork.
• Stop worrying — the app tracks deadlines and compliance status automatically, so you don't have to remember.
• Log instantly — forward a confirmation email and the app creates the record and attaches the evidence for you.

The big picture

The model in plain language:

• You hold one or more roles.
• Each role has its own rules set by its regulator.
• Training records are matched against rules to give you a compliance status.
• Plans let you set goals on top of the regulator's minimum, personal or team-wide.
• Events help you discover training, then create records from attendance.
• Organisations are teams you choose to share roles with for centralised oversight.

Roles & rules

What is a role?

A role is a professional registration that requires ongoing training. For example, a Tax Agent registered with the TPB, a CPA with CPA Australia, a Financial Planner registered with ASIC, or a Solicitor under your state Law Society.

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, against the actual rules each regulator publishes.

For the full list of supported roles, see supported professions.

Your 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 period — 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.

What are rules?

Every role comes with rules defined by its regulatory body. The 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 (e.g. your registration anniversary or end of calendar year).
• Maximum limits on certain training types (e.g. no more than 25% from reading).

Compliance — how it all comes together

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:

• 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 the caps for you.

Status indicators on your dashboard:

• × Not met — you haven't reached the target for this period yet.
• ✓ On track — you're on pace to meet this period's requirements.

Training records

A training record is 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

• Date completed — when you did the training.
• Duration — how many hours or points.
• Provider — who provided the training.
• Details & evidence — description, photos, documents, links.

When you create a 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.

Email your training in

Received a training confirmation or certificate by email? 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 — how long the training took, what you learnt, or which training type it falls under — but the heavy lifting is done for you.

Training plans

A training plan lets you set a goal: "I want to complete 20 hours of structured CPE for my Tax Agent role by June." Plans turn a compliance obligation into something you can actively manage, rather than scramble for at the last minute.

How plans work

1. Create a plan — choose a role, set a target amount and a target date.
2. Assign training — link your completed records to the plan.
3. Track progress — watch your progress visually as you work toward the goal.

Personal and team plans

Plans work two ways:

• Personal training plans — set your own goals per role. Track progress alongside the regulator's minimum.
• Team training plans — practice principals build plans for the whole team or specific members. Assign by role, by member, or to the team. Watch progress visually on the org dashboard.

This is a deliberate point of difference. Most CPE trackers don't include training plans at all; the few that do treat them as a separate product, or only at the personal level. Onestop CPE puts personal and team plans on the same dashboard.

Events

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.

For training providers wanting to list events — the Provider API is in development. See For Training Providers to register your interest.

Organisations

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 choose to share specific roles and their compliance data with that team. The data always remains yours. If you leave, your records go with you. The organisation never owns your professional history — you do.

Two places, two purposes

You'll notice organisation features appear in two places. They serve different purposes:

• Org tab (bottom bar) — day-to-day management. View the dashboard, browse members, invite people, check team compliance, review approvals.
• Profile → Organisation — setup and settings. Create a new organisation, configure company-wide settings (like approval workflows), or manage your personal organisation preferences.

Creating an organisation

Any user with an active subscription can create an organisation. You provide a name and you automatically become its Owner. Once created, you start inviting team members and configuring the org to suit your needs.

Owner, Admin, Member

Organisations have three levels of access:

Inviting members

Owners and Admins can send email invitations. The invited person receives a link to join the organisation:

• If they already have a Onestop CPE account, they 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.

Approval workflows

Organisation Owners and Admins configure how member training is handled within the team. Set at the org level, this affects how training records appear on the team compliance dashboard.

For the org-led pitch, see For Teams.

In a nutshell