Switch to Surgent

For accounting firms and corporations, Surgent offers more options with comprehensive benefits that ensure our clients stay ahead of the competition.

Differentiation through training

Companies that offer comprehensive education maintain an edge over their competitors.

Attract top talent

Leaders are driven to improve their skills and seek out employers as driven to learn as they are.

Retain tomorrow’s leaders today

Top companies provide training that upskills associate learners while helping top professionals maintain advantage.

Consistency drives efficiency

By offering the most comprehensive catalog, Surgent clients enjoy consistent user experiences across thousands of courses. Focus on learning the content, not another platform.

Build your own program

Every firm is unique — and that is why we built our customizable, innovative Surgent for Firms program, through which we tailor our complete offerings that include exam review, staff training, continuing education for CPAs at all levels, and upskilling programs to meet your organization’s specific needs in the most convenient and effective way possible.

Platform features

Surgent’s content and platform offer clients a powerful, scalable option for maximizing employee learning.

The biggest offering

With more than 7,500 credit hours, our online CPE catalog is the biggest in the industry. We cover every topic CPAs need to know — with practical, engaging courses taught by some of the most respected instructors in the industry.

The most relevant content

Our huge in-house curriculum team releases critical new information faster than any other CPE provider. Business changes quickly, and so do our courses, with dozens of new releases each year.

The most inclusive packages

Surgent includes key courses like Tax Updates and both general and many state-specific Ethics CPE courses in our packages. For clients, this means more value in fewer courses.

The best course content

Surgent courses go beyond simply meeting requirements. We provide expert perspectives, real-life implementation examples and strategies that enhance your work and practice.

The most convenient offering for students

Our online portal offers easy access to all materials. Choose courses, track credits and download CPE certificates. Plus, our live webinar schedule and on-demand catalogs are second-to-none, making it easy to satisfy all of your requirements in one place!

The most flexible option for administrators

For firms with more than CPAs, Surgent offers Flex Access. This cost-effective, convenient option includes a bank of CPE credit hours for anyone in your firm to use. Administrators track usage, monitor compliance and add more hours as needed.

Advance your talent advantage

Clients turn to Surgent for solutions that scale with the growth of their employees through every stage of their career.

New Hires: Exam Review Courses

  • Advanced algorithm identifies and targets knowledge gaps
  • Comprehensive on-demand prep courses
  • Significantly reduces study time while improving pass rates
  • Available for CPA, CMA, EA, CIA, CISA and SIE exams

Experienced Associates: Staff-Level Training

  • Skill-building programs, tailored to staff experience level
  • Comprehensive content for audit, internal audit, tax and data analytics
  • Pre-built curriculum or mix-and-match the modules
  • Online and in-person training options

CPAs at All Levels: CPE Programs

  • Largest catalog of courses in the industry
  • The fastest new releases when new laws or the tax code change
  • Options from live and on-demand webinars, in-firm live seminars and self-study PDF courses
  • Customized programs for your firm’s unique needs

Guaranteed customer satisfaction

Surgent has been trusted by CPAs for more than 30 years. That’s because we produce the best courses in the industry — consistently rated 5 stars by customers — and because we stand behind our courses and our packages 100%. If you’re not satisfied with your Surgent CPE package, we will make it right. Guaranteed.