Stop Repeating the Same Training Across Your Accounting Firm
Turn your firm's SOPs, procedures, policies, and training materials into engaging AI-powered training videos, a branded employee portal, and an AI assistant your staff can access anytime.
See what your firm's training system could look like.
See How ComplianceVideo Works in 48 Seconds
See How We Modernize Compliance Training
Your Firm Has Procedures. The Problem Is Getting Everyone to Follow Them.
The same workflows get explained differently every time. Here's what that costs your firm.
Procedures Scattered Everywhere
SOPs live across PDFs, emails, shared drives, and employee knowledge.
Partners Repeatedly Answering Questions
Senior staff lose billable time repeating the same procedural explanations.
No Training Visibility
No way to confirm who completed required training or what's overdue.
Knowledge Lost When Staff Leave
Institutional knowledge walks out the door when experienced employees leave.
One Training System. Three Powerful Tools.
Custom AI Training Videos
Turn SOPs, policies, workflows, and internal procedures into professional training videos employees can actually follow.
Branded Training Portal
Give employees one centralized location to watch training, access procedures, and track completion.
AI Procedure Assistant
Employees can ask questions by voice or chat and receive answers based on the firm's approved policies, SOPs, and procedures.
Turn Your Firm's Everyday Procedures Into Training
Practical ways accounting firms use ComplianceVideo to standardize their workflows.
New Employee Onboarding
Get new hires up to speed on firm policies, structure, and expectations.
Tax Preparation Procedures
Standardize how your team handles tax workflows and client engagements.
Bookkeeping Workflows
Ensure consistent bookkeeping processes across every team member.
Payroll Procedures
Train staff on standardized payroll procedures and requirements.
Client Onboarding
Create a consistent experience when bringing on new clients.
Cybersecurity & Data Protection
Train staff on data security, client confidentiality, and safe handling.
Review & Quality-Control Procedures
Standardize your firm's quality control and internal review processes.
Software & Administrative Processes
Train staff on practice-management software and administrative workflows.
Give Your Staff One Place to Learn
A branded, organized portal where employees access training and procedures—and leaders track progress. Mobile-friendly, available anywhere.
CPE Compliance Tracking
Monitor Every Staff Member's Continuing Education
Firm partners get a live view of who has completed their mandatory CPE credits, who is on track, and who is falling behind—so nothing slips through the cracks before a reporting deadline.
CPE Compliance Dashboard
2025–2026 Reporting Period · Firm-wide overview
1,248
Total CPE Hours Logged
of 1,600 required firm-wide
2 / 18
Requirements Complete
staff fully compliant
11
In Progress
staff still earning credits
5
At Risk
falling behind deadline
Sarah Mitchell
Senior Tax Manager
James Chen
Audit Senior
Marcus Johnson
Tax Associate
Priya Patel
Staff Accountant
Elena Rodriguez
Bookkeeping Lead
David Okafor
Junior Accountant
Sample dashboard preview. Names and figures are illustrative—your firm's portal reflects live, real-time completion data.
Deadline Reminders
Automatic alerts before licenses lapse or reporting periods close.
License-Specific Rules
Track CPA, EA, and state-specific CPE requirements side by side.
Audit-Ready Reports
Export completion records for board reviews or regulatory audits.
Give Your Staff Answers Without Interrupting a Partner
Employees can ask questions by voice or chat and receive answers based on your firm's approved SOPs, policies, processes, and training materials.
Click the orb below to try the live demo.
This is a live AI assistant trained on a sample knowledge base. See how your staff could get instant answers from your firm's approved procedures.
Trained on Your Firm's Materials
Built from your approved SOPs, policies, onboarding documents, and internal procedures.
Voice + Chat
Employees ask questions in their own words and get clear, conversational responses.
Multilingual
Make procedural information accessible to a diverse workforce.
Available 24/7
Staff get answers when they need them—without waiting on a partner or manager.
What Can Staff Ask?
Depending on the materials approved by your firm, employees could ask questions such as:
"How do we onboard a new tax client?"
"What is our review process before filing a return?"
"What should I do if a client sends sensitive information by email?"
Example questions — responses are based on each firm's approved materials
Important: The assistant reinforces your firm's approved training and documentation. It does not replace professional judgment, partner review, management decisions, or official tax and accounting guidance.
How It Works
Share Your Existing Materials
Provide the SOPs, policies, documents, presentations, or procedures your team currently uses.
We Build Your
Training System
We transform your information into training videos, organize it in your portal, and prepare your AI assistant.
Employees Learn
& Get Answers
Staff access training, revisit procedures, and ask questions based on your approved information.
Update & Expand Over Time
As your procedures change, your training system updates to support new roles, services, and workflows.
Estimate Your Training Time & Cost
Enter your own numbers. Results are estimates based solely on your inputs—no industry averages or hidden assumptions.
Your Firm
Adjust the sliders to match your own metrics.
Your Estimated Annual Cost
Based on the inputs above. Not a guarantee.
Estimated Potential Savings
Move the slider to estimate how much time a centralized training system could recover.
Estimated potential savings based on your inputs:
$54,000
This is an estimate based solely on the values you entered. It is not a guarantee of actual savings.
Frequently Asked Questions
Everything you need to know before requesting a demo.
Turn Your Firm's Procedures Into a Training System Your Staff Can Actually Use
Stop relying on scattered documents, repeated explanations, and tribal knowledge. See how ComplianceVideo can turn your existing procedures into a centralized training system built around your firm.
See what your firm's training videos, portal, and AI Procedure Assistant could look like.