Product Overview

The Product Suite

Enable professionals to manage their licenses while ensuring your organization stays compliant with ever-changing rules and regulations.

How Can LCvista Learning and Compliance Solution Help My Firm?

Tailor the product to meet the unique needs of your firm – without having to take time to configure components that are standard to the accounting industry.

Leverage integrations with various content providers, webcast platforms, HR systems, and course authoring platforms so you can choose which tools are best for your firm. Then create a cohesive learning environment where everything related to continuing education is tracked.

Our leading-edge compliance solution uses advanced algorithms to calculate user program completions against the ever-changing rules of the business, including state boards, regulators, and governing bodies. Combined with over 50 years of industry expertise from our support team, LCvista removes the complexity of tracking firm compliance.

300
Trusted by over 300 accounting firms.
80%
Relied on by over 80% of the Top 200 firms
69M+
CPE Credits Awarded
200K+
Used daily by 200,000+ CPAs and staff

Dynamic Report Management

Report on all of your learning data, including any custom fields that you add, as soon as you add them. Does your audit partner need a monthly report of users in their business line that have required training to complete? No problem. Set up the report once and LCvista takes it from there. Save and edit configurable reports, schedule reports, email reports to users, and even create a custom schedule.

Configurable Roles and Groups

Create dynamic groups using custom fields from your HR system. Use dynamic groups to assign learning plans, maintain tailored catalogs, send invitations, and more. Create unlimited administrative roles to associate with users or groups. Professionals will only see what (and who) you want them to see.

Set up a local office administrator to access sign-in sheets for just your Chicago office. Or maybe give a career coach permission to assign learnings for only the professionals they manage. You make the rules.

Custom Tags and Catalogs

Every firm is unique, so we created custom tags that allow you to categorize content using your firm’s nomenclature. We’ve handled every type of firm from a California firm with a wine industry presence to a Midwest firm specializing in industrial manufacturing, so whatever you need, we can provide.

Qualified Programs

Provide professionals with curated content that both meets their individual compliance requirements and targets their area of focus.

Open APIs
Industry-leading Content Providers
Widely Used HR systems
Top Webcast Platforms
SCORM/AICC/xAPI Compliant

“It has been nearly two years now of usage and the product gets improved regularly. New features and functionality along with 3rd party integrations keep coming and during all that time, the program has been stable with little to no downtime.”

Jim Fahey, PAFM Chief Learning Officer (CLO)

“We view LCvista as a true business partner; they are willing to go to any length to collaborate, offer solutions, and satisfy our needs. A partnership at this level with a vendor is rare and greatly valued.”

Anonymous Professional Services Learning Leader

“...In other programs I [was] having to manually go back and adjust extensions to the date a person reached compliance and the fact that LCvista auto-adjusts make all of the extensions in the jurisdictions this year so easy.”

Anonymous Director of Licensure & CPE

“[LCvista] provides seamless integration with our other learning tools and content providers, making it an integral part of centralizing all of our learning functions. We truly feel as though LCvista is a partner with our Learning and Development team and couldn’t be happier with our partnership.”

Stacey Rodgers, CPA Director, Learning and Development

LCvista Learning and Compliance Solution