CPA Certification & Training Platform

Project Overview

SweetSoft developed a comprehensive accounting platform redesign for a leading California-based IT company seeking to streamline their CPA (Chartered Professional Accountants) certification training and management system. The platform serves as an educational tool enabling accounting professionals to complete CPA certification requirements through a combination of enriched academic study, practical training, and personalized advisor guidance.

Challenges

• Outdated Architecture: Legacy system unable to support growing concurrent user demand
• Poor User Experience: Interface lacking modern UX standards and intuitive navigation
• Scalability Issues: Insufficient capacity for stable training delivery and certificate issuance
• ERP Integration: Need for preparation and migration to new ERP systems
• Concurrent Users: System struggled under load from multiple simultaneous users
• Complex Workflows: Managing different applicant types with varying certification paths
• Reporting Tools: Optimizing the Practical Experience Reporting Tool (PERT) for efficiency
• Learning Management: Enhancing online learning sessions and functionality

Our Solution

We completely rewrote the platform’s foundational architecture, modernizing the technology stack and separating concerns to create a scalable, maintainable system that supports growing user demand.

Key Features

• Modern Architecture: Complete platform rewrite with separated frontend and backend via API integration
• Role-Based Scenarios: Custom user scenarios for different applicant types and certification paths
• Enhanced Learning: Improved online learning and session functionality with interactive features
• PERT Optimization: Streamlined Practical Experience Reporting Tool for efficient tracking
• Personal Advisor System: Integrated guidance from personal advisors throughout the certification journey
• Academic Integration: Enriched academic study materials and resources
• Practical Training: Comprehensive practical training modules and exercises
• Certificate Management: Automated certificate issuance upon requirement completion
• Concurrent Support: Architecture supporting high volumes of simultaneous users

Technical Highlights

• .NET Core backend for robust, scalable performance
• React frontend providing modern, responsive user interface
• MySQL database for reliable data management
• RESTful API architecture separating frontend and backend concerns
• Microservices approach enabling independent scaling
• Optimized database queries for improved performance
• Session management supporting concurrent users
• Secure authentication and role-based access control
• ERP-ready architecture for seamless future integrations

Project Metrics

• Partnership Duration: 2019–2020
• Development Hours: 18,000+
• Platform: Web
• Services Delivered: Platform Redesign, Backend Development, Frontend Development, Database Optimization, Architecture Modernization

Results

• Modernized Platform: Complete architectural overhaul supporting current and future needs
• Improved Scalability: System now handles growing concurrent user demand seamlessly
• Enhanced UX: Modern interface meeting contemporary user experience standards
• Stable Delivery: Reliable training delivery and certificate issuance infrastructure
• ERP Ready: Platform prepared for migration to new ERP systems
• Better Performance: Optimized database and API performance under load
• Streamlined Workflows: Efficient role-based scenarios for different user types
• Professional Certification: Seamless path to globally recognized CPA certification

Client Impact

The modernized CPA certification platform has transformed how accounting professionals complete their certification requirements. The complete architectural rewrite has eliminated scalability issues, enabling the platform to support thousands of concurrent users while maintaining excellent performance. The enhanced user experience and optimized Practical Experience Reporting Tool have significantly improved the certification journey, making it easier for accountants to achieve their globally recognized CPA credentials. The modern technology stack and API-based architecture have positioned the client for future growth and seamless ERP integration.