CPAClub Paths

Helping CPAClub Build a Mobile-First CPE Experience CPAs Would Actually Want to Use

CPAClub Paths was created to change how CPAs complete continuing education. Traditional CPE often pulls professionals away from client work for long blocks of time, while firms still need a reliable way to manage training, credits, and compliance. We helped turn CPAClub’s product idea into a clearer, more usable learning experience built around short lessons, guided progress, gamification, and firm-level visibility.

Product Strategy
UX/UI Design
Journey Mapping
Prototyping
Design System
UX Copywriting
Logo Refinement
Product Launch Landing Page

Billboard on a concrete building: “Stop cramming CPE. Start learning daily.” with the Paths app

Paths app progress card with XP, streak, crew rank and California CPE hours

Two women laughing while looking at a phone together

CPE is required. The experience rarely feels useful.

Time-intensive training: CPAs often had to step away from billable client work for full-day or multi-day sessions.
Low engagement: Continuing education was often treated as a compliance requirement, not a meaningful learning experience.
Compliance complexity: Firms needed a simpler way to track progress, credits, reporting, and completion across teams.
New product category: CPAClub needed to introduce Paths as more than another course library. It had to feel credible, useful, and different from traditional CPE platforms.

Grid of Paths app screens for CPE courses, voyages and progress tracking

Designing the experience around daily progress, not forced training.

We built the product experience around the real behavior CPAClub wanted to create: short, consistent learning that fits into a CPA’s day. The work included learner and firm journeys, onboarding flows, course progression, lesson experiences, quiz feedback, practice mode, mastery tracking, certificate flows, admin workflows, and a scalable design system. We also refined the product’s visual system, logo, launch page, and sales deck so CPAClub could introduce Paths clearly across product, marketing, and sales touchpoints.

Hand holding a phone with the Paths leaderboard and learning streak calendar

Smiling professional taking notes at a desk

A launch-ready foundation for a new way to earn CPE

CPAClub Paths now has a clearer product structure, polished UX/UI, defined gamification logic, and a stronger foundation for development. Learners have a more intuitive path from onboarding to course completion, while firms have a clearer model for managing participation, reporting, and compliance. The launch page and sales materials also gave CPAClub a more focused way to introduce Paths to the market, explain the value quickly, and show how the product helps CPAs learn without losing full days to training.

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