Calculo software extends your organization’s learning and administrative platforms to streamline deployment of compliance-driven courseware and accurately calculate CPE (Continuing Professional Education) credit.

The leading CPE compliance software used by top accounting and financial services firms.

Who is it for?

Developing, managing, and calculating CPE credit for courses is no small feat. Yet, reliable enterprise-level software solutions to alleviate the problem have not existed – until now. Calculo simplifies the course deployment, roster management, and CPE credit calculation process for learning administrators, content developers, onsite learning coordinators, instructors, and learners.

Course Development

A cloud-based software application, Calculo provides a workflow-driven approach to creating course agendas that define and automatically calculate the maximum credit allowable upon completion. The software enforces credit rules and validates that all regulatory requirements are met, including documentation needed. Calculo also maintains version and audit history as changes are made over the life cycle of a course.

Class Management

At the class level, Calculo supports instructor assignment, attendance reporting, roster management (including external learners and walk-in registrations) and enables the automation of awards.

Beyond Courses & Classes

Calculo also features a method for users to submit external training for credit consideration, attest to their attendance after a class has been delivered, and view certificates of completion.

Count on Calculo to streamline management and accuracy of CPE credit calculations.

Eight Ways to Leverage Calculo


Build detailed agendas broken out by subject area


Manage and track all required regulatory information


Facilitate approval workflow and content review signoff


Integrate with multiple systems using APIs


Calculate individualized and accurate credit awards


Upload and store supporting documentation


Maintain course versions and audit history


Control module access using role-based permissions

Our Commitment to Security

The privacy, confidentiality, and integrity of your data is our top priority. As evidence of this commitment, we have received our System and Organization Controls certification (SOC 2).

AICPA SOC for Service Organization Logo
Calculo Reverse Logo

Need Stakeholder Buy-In?

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Related Resources

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