Professional development register
Get more from the training you pay for
Record every session once: the hours, everyone who attended, what it covered and the notes that matter to your practice. The whole team can use what was learned, and everyone’s CPD hours are ready when a professional body or a performance review asks.
Full functionality on the Professional tier
| Training Provider | Description | Registered | Hours | Participants | Date | Documents |
|---|---|---|---|---|---|---|
| Northgate Tax Training | Small Business CGT Concessions: Worked Examples | Yes | 1.50 | Paul Murray, Maya Chen +1 | 18/09/2026 | 3 |
| Brightline CPD | Ethics in Practice: Conflicts of Interest | Yes | 1.00 | Paul Murray, Maya Chen +3 | 27/08/2026 | 1 |
| AccountKit | Practice Settings Walkthrough | No | 1.00 | Priya Nair | 14/08/2026 | |
| Northgate Tax Training | Division 7A: Year-End Checklist | Yes | 1.50 | Paul Murray, Tom Walsh | 30/07/2026 | 2 |
| Brightline CPD | FBT Year in Review | Yes | 1.00 | Maya Chen, Priya Nair | 02/07/2026 | 1 |
| Northgate Tax Training | Small Business CGT: The Active Asset Test | Yes | 1.00 | Paul Murray, Sam Ortega | 11/06/2026 | 2 |
| Brightline CPD | Payroll and Super Update | Yes | 1.00 | Maya Chen, Tom Walsh | 21/05/2026 | 1 |
| Northgate Tax Training | Motor Vehicles and Tax | Yes | 1.25 | Maya Chen, Sam Ortega +1 | 09/04/2026 | 2 |
Illustrative view. A sample practice team and sample training.
What goes wrong today
What was learned stays with one person
The notes are thin, and the slides and PDFs never reach the rest of the team, so the practice gets little back for what the course cost.
The training is hard to find later
When a client question comes up on the same topic months later, nobody can find the session, or remember who went.
CPD is scattered across spreadsheets
Each person keeps hours in their own spreadsheet or on a provider’s website, so nobody has the full picture before an audit or a review.
From the session to the audit
One session, captured once and used again
This is a sample practice’s register, following one session on small business CGT concessions. The names and figures are made up, but each step works the way the tool does.
Capture what the training was worth
Record the session once: the hours, everyone who went, tags for what it covered and notes for the practice. Link the slides and recording from your document management, so the whole team can use them.
Find the training behind the advice
Filter by a topic when you’re doing tax work or planning on it, and link back to the session that shows where the information came from.
Keep your own hours ready for an audit
MyPD shows your training for any date range, with registered, non-registered and total hours, so the evidence is ready if your professional body asks.
Export the session as a report
Export a session’s detail report to PDF, portrait or landscape, to your computer or straight into your document management.
- Capture what the training was worth
- Find the training behind the advice
- Keep your own hours ready for an audit
- Export the session as a report
Capture what the training was worth
Record the session once: the hours, everyone who went, tags for what it covered and notes for the practice. Link the slides and recording from your document management, so the whole team can use them.
Date18/09/2026
Number of Hours1.50
Registered Training Yes
Training ProviderNorthgate Tax Training
DescriptionSmall Business CGT Concessions: Worked Examples
What we covered
- The four small business CGT concessions, with worked examples for a family group.
- How the basic conditions are checked before any concession is considered.
For the practice
- The eligibility checklist is saved to the CGT folder in the DMS.
- Use the worked examples when we model a sale for a client.
Follow-up
- Maya to brief the team at Monday’s meeting.
Illustrative AccountKit Professional Development Register. A sample practice team and sample training, not tax advice.
Find the training behind the advice
Filter by a topic when you’re doing tax work or planning on it, and link back to the session that shows where the information came from.
| Training Provider | Description | Registered | Hours | Participants | Date | Documents |
|---|---|---|---|---|---|---|
| Northgate Tax Training | Small Business CGT Concessions: Worked Examples | Yes | 1.50 | Paul Murray, Maya Chen +1 | 18/09/2026 | 3 |
| Brightline CPD | Ethics in Practice: Conflicts of Interest | Yes | 1.00 | Paul Murray, Maya Chen +3 | 27/08/2026 | 1 |
| AccountKit | Practice Settings Walkthrough | No | 1.00 | Priya Nair | 14/08/2026 | |
| Northgate Tax Training | Division 7A: Year-End Checklist | Yes | 1.50 | Paul Murray, Tom Walsh | 30/07/2026 | 2 |
| Brightline CPD | FBT Year in Review | Yes | 1.00 | Maya Chen, Priya Nair | 02/07/2026 | 1 |
| Northgate Tax Training | Small Business CGT: The Active Asset Test | Yes | 1.00 | Paul Murray, Sam Ortega | 11/06/2026 | 2 |
| Brightline CPD | Payroll and Super Update | Yes | 1.00 | Maya Chen, Tom Walsh | 21/05/2026 | 1 |
| Northgate Tax Training | Motor Vehicles and Tax | Yes | 1.25 | Maya Chen, Sam Ortega +1 | 09/04/2026 | 2 |
| Brightline CPD | Ethics for Tax Agents | Yes | 1.50 | Paul Murray, Maya Chen | 12/11/2025 | 1 |
| Northgate Tax Training | Trusts: Distribution Resolutions | Yes | 1.50 | Paul Murray, Tom Walsh | 15/10/2025 | 1 |
| Xero | Xerocon | No | 6.00 | Paul Murray, Maya Chen +1 | 02/09/2025 | |
| Brightline CPD | Quarterly Ethics Update | Yes | 1.00 | Paul Murray, Maya Chen | 20/03/2025 | 1 |
| Northgate Tax Training | Tax Residency for Individuals | Yes | 1.50 | Paul Murray | 12/02/2025 | 1 |
| Northgate Tax Training | Monthly Tax Update: November 2024 | Yes | 1.50 | Paul Murray, Sam Ortega | 28/11/2024 | 1 |
| Xero | Xerocon | No | 6.00 | Paul Murray | 03/09/2024 | |
| Northgate Tax Training | Monthly Tax Update: August 2024 | Yes | 1.50 | Paul Murray | 14/08/2024 | 1 |
| Brightline CPD | Ethics and Client Money | Yes | 1.50 | Paul Murray, Tom Walsh | 06/06/2024 | 1 |
| Brightline CPD | Leading a Practice Team | No | 2.00 | Paul Murray | 16/05/2024 | 1 |
| Northgate Tax Training | CGT and the Family Home | Yes | 1.50 | Paul Murray, Maya Chen | 19/03/2024 | 1 |
| Northgate Tax Training | Small Business Restructure Rollover | Yes | 1.50 | Paul Murray, Maya Chen | 08/02/2024 | 2 |
| Brightline CPD | Ethics in Practice for Accountants | Yes | 1.50 | Paul Murray | 21/11/2023 | 1 |
| Northgate Tax Training | Restructuring for Succession | Yes | 1.00 | Paul Murray | 10/10/2023 | 1 |
Illustrative AccountKit Professional Development Register. A sample practice team and sample training, not tax advice.
Keep your own hours ready for an audit
MyPD shows your training for any date range, with registered, non-registered and total hours, so the evidence is ready if your professional body asks.
| Training Provider | Description | Registered | Hours | Participants | Date | Documents |
|---|---|---|---|---|---|---|
| Northgate Tax Training | Small Business CGT Concessions: Worked Examples | Yes | 1.50 | Paul Murray, Maya Chen +1 | 18/09/2026 | 3 |
| Brightline CPD | Ethics in Practice: Conflicts of Interest | Yes | 1.00 | Paul Murray, Maya Chen +3 | 27/08/2026 | 1 |
| Northgate Tax Training | Division 7A: Year-End Checklist | Yes | 1.50 | Paul Murray, Tom Walsh | 30/07/2026 | 2 |
| Northgate Tax Training | Small Business CGT: The Active Asset Test | Yes | 1.00 | Paul Murray, Sam Ortega | 11/06/2026 | 2 |
| Brightline CPD | Ethics for Tax Agents | Yes | 1.50 | Paul Murray, Maya Chen | 12/11/2025 | 1 |
| Northgate Tax Training | Trusts: Distribution Resolutions | Yes | 1.50 | Paul Murray, Tom Walsh | 15/10/2025 | 1 |
| Xero | Xerocon | No | 6.00 | Paul Murray, Maya Chen +1 | 02/09/2025 | |
| Brightline CPD | Quarterly Ethics Update | Yes | 1.00 | Paul Murray, Maya Chen | 20/03/2025 | 1 |
| Northgate Tax Training | Tax Residency for Individuals | Yes | 1.50 | Paul Murray | 12/02/2025 | 1 |
| Northgate Tax Training | Monthly Tax Update: November 2024 | Yes | 1.50 | Paul Murray, Sam Ortega | 28/11/2024 | 1 |
| Xero | Xerocon | No | 6.00 | Paul Murray | 03/09/2024 | |
| Northgate Tax Training | Monthly Tax Update: August 2024 | Yes | 1.50 | Paul Murray | 14/08/2024 | 1 |
| Brightline CPD | Ethics and Client Money | Yes | 1.50 | Paul Murray, Tom Walsh | 06/06/2024 | 1 |
| Brightline CPD | Leading a Practice Team | No | 2.00 | Paul Murray | 16/05/2024 | 1 |
| Northgate Tax Training | CGT and the Family Home | Yes | 1.50 | Paul Murray, Maya Chen | 19/03/2024 | 1 |
| Northgate Tax Training | Small Business Restructure Rollover | Yes | 1.50 | Paul Murray, Maya Chen | 08/02/2024 | 2 |
| Brightline CPD | Ethics in Practice for Accountants | Yes | 1.50 | Paul Murray | 21/11/2023 | 1 |
| Northgate Tax Training | Restructuring for Succession | Yes | 1.00 | Paul Murray | 10/10/2023 | 1 |
Registered20.50 hrs
Non-registered14.00 hrs
Period total34.50 hrs
Illustrative AccountKit Professional Development Register. A sample practice team and sample training, not tax advice.
Export the session as a report
Export a session’s detail report to PDF, portrait or landscape, to your computer or straight into your document management.
Date18/09/2026
Number of Hours1.50
Registered Training Yes
Training ProviderNorthgate Tax Training
DescriptionSmall Business CGT Concessions: Worked Examples
What we covered
- The four small business CGT concessions, with worked examples for a family group.
- How the basic conditions are checked before any concession is considered.
For the practice
- The eligibility checklist is saved to the CGT folder in the DMS.
- Use the worked examples when we model a sale for a client.
Follow-up
- Maya to brief the team at Monday’s meeting.
Illustrative AccountKit Professional Development Register. A sample practice team and sample training, not tax advice.
Who it’s for
Built for firms whose people hold professional memberships
Practices whose accountants keep CPD hours for a professional body such as CA ANZ or CPA Australia, and partners and managers who review training at performance reviews and look for gaps. A practice setting can limit each person to seeing only their own records.
How often it comes round
After every course, webinar or conference, and whenever someone needs to show the hours they’ve done.
- After training
- Add the session, tag everyone who went and the topics it covered, and link the slides.
- During client work
- Find the training on the topic and link back to it.
- At review time
- Look at each person’s hours and the topics they’ve covered.
Questions
What practices ask about professional development register
Can one entry cover several people?
Yes. Tag every team member who attended in the participants field, and the session counts for each of them.
How do I see my own CPD hours?
Open the MyPD view and filter by date. The totals show your registered, non-registered and total hours for the period.
Can we keep the slides and notes from a course?
Yes. Write notes for the practice in the entry and link the slides, PDFs or recording from your document management system.
Can staff see each other’s CPD records?
Only if you allow it. A practice setting limits each person to their own professional development records.
Can we export a session for the file?
Yes. Export the detail report to PDF, portrait or landscape, to your computer or your document management system.
Which AccountKit plan includes the professional development register?
Full functionality is on the Professional tier.
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Tools that sit beside this one
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Also in the toolkit
- Knowledge CentreYour internal processes, kept where the work happens and linked from workflow tasks.
- WorkflowEvery task, recurring job and reminder in one place, linked to the client or client group.
- Correspondence registerCalls, file notes, meeting notes, SMS and emails logged against the client, with practice-wide templates.
The heart of your firm
Have every CPD hour ready to report
Start a free 14-day trial and log your team’s last webinar, or book a demo to see the register with the team.
