CPE credits
State-board-specific CPE requirements (40 hours/year, 80 hours/2 years, ethics minimums). Per-employee tracking with completion certificates attached.
For CPAs, law firms, financial advisors, insurance agencies
Document workforce capabilities for ISO 27001, SOC 2, and client compliance.
SkillVault AI tracks CPE credits, bar admissions, state licenses, FINRA registrations, and confidentiality training — with audit-ready PDF exports for ISO 27001, SOC 2, and client compliance requirements.
No credit card required · 14-day free trial · 5-minute setup
What SkillVault tracks for professional services firms
The credentials professional services firms have to keep current — in one workspace that auditors and clients can rely on.
Bar admissions & state licenses
Multi-state bar admissions, IOLTA compliance, state CPA licenses, insurance producer licenses. Track jurisdictions, status, and renewal dates per attorney/practitioner.
FINRA registrations
Series 6, 7, 24, 63, 65, 66, 79 — track per advisor with continuing-education requirements (Firm Element / Regulatory Element) and expiry dates.
Client confidentiality & data-handling training
Annual confidentiality, GLBA / Privacy Rule, attorney-client privilege training for paralegals and admin staff. Required for many client engagement agreements.
SOC 2 / ISO 27001 evidence
Audit-ready PDF exports for workforce-training controls. Per-employee security-awareness training, role-based access, periodic acknowledgements.
Specialty certifications
CFP, CFA, ChFC, CIMA, EA, CISA, CISSP, CIA — any credential your client engagements depend on. Custom skill categories on Growth+.
The problem you're living with
• State board sends a CPE audit letter. You have 30 days to produce CPE evidence for every CPA in the firm.
• A new client requires SOC 2 Type II. Auditor asks for security-awareness training evidence per employee. Cue panic.
• You lose a deal because the prospect asked for proof your staff is FINRA-current and you can't produce it in under 24 hours.
What SkillVault gives you
• CPE tracker by jurisdiction with hours, completion certificates, and renewal dates.
• One-click SOC 2 evidence pack: per-employee training history with timestamps.
• Multi-state license register for partners and admitted attorneys.
• FINRA registration status by advisor and series, with CE deadline alerts.
Most professional services firms start on Growth.
Growth covers up to 100 employees with custom skill categories, CSV import, and read-only API access. Scale adds advanced reporting and AI insights for firms over 100.
Starter
$49/mo
Up to 25 employees
Growth · Most popular
$149/mo
Up to 100 employees
Scale
$349/mo
Up to 300 employees
Stop tracking certifications in a spreadsheet you hate.
14-day free trial. No credit card. Cancel anytime.