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LCvista Compliance Solution

THE COMPLIANCE SOLUTION

With LCvista tracking compliance, your teams can focus on broader objectives that drive your firm forward.  We make it easy.

How Can the Compliance Solution Help My Firm?

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.

6

Used by 6 of the top 10 Accounting Firms.

74

Professionals in compliance.

155

Licenses managed.

25

CPE credits awarded and growing!

A different approach to monitoring rule changes.

1

Support

A dedicated rules research specialist sits on our top-notch support team.
2

Technology

Cutting edge technology tracks changes over time to keep up with the rules and regulations.
3

Network

A Compliance Advisory Group consisting of professionals from the Top 25 US Accounting Firms meet frequently to discuss the interpretation of more complex regulations and share industry knowledge.

What Makes The Compliance Solution Unique

Firm Compliance

The Dashboard showcases a snapshot of where all of your professionals stand so you don’t have to spend your time pulling data or checking deadlines. We ensure that your firm maintains 100% compliance so that your team can focus on performance.

Reporting Forms

No more manual entry of CPE records for reporting – just export your transcript for any given reporting periods directly into LCvista.

Extensions / Penalty / Reciprocity

Every nuance is tracked and LCvista has you covered for every complex compliance requirement.

External Approval Process

Are you manually entering CPE? Getting stressed with workloads as deadlines approach? With LCvista, professionals can easily upload third party certificates and external training. Your administrative team can approve the record before it goes to their transcript, and the whole process has email notifications built around it so your team can stay on top of everything.

Credit Modification Workflow

Not only can professionals request a modification to credit directly in LCvista, but they can also send a request for administrative approval and that credit will be adjusted at the click of a button.

Unlimited Custom Jurisdictions

Your firm has specific standards. With LCvista, you can maintain custom jurisdictions at no additional cost. So your professionals stay in compliance with your firm requirements just as they would an outside regulator.

Integrations

Open APIs with Third Party LMSs

Widely-used HR systems

“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, PAFMChief 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.”

AnonymousProfessional 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.”

AnonymousDirector 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, CPADirector, Learning and Development
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