Compliance Manager actively monitors your staff's CPE deadlines and mandatory subject requirements— so you don't have to!

Compliance Manager will:
  • Automatically track CPE compliance periods
  • Allow administrator to view compliance for all staff
  • Track all credit categories applicable to CPA license state and other licenses
  • Monitor limits on select delivery formats and subject area
  • Email reports on your CPE compliance status
  • Allow addition of CPE records from other CPE providers/storage of certificates
  • Generate an export of CPE records for each reporting period
The Compliance Manager includes CPE tracking and compliance monitoring for CPAs in every state (including Puerto Rico) plus Certified Management Accountants (CMAs), Enrolled Agents (EAs), Certified Financial Planners (CFPs), CTEC Registered Tax Preparers (CRTPs), Certified Fraud Examiners (CFEs), AICPA and PCAOB (Public Company Accounting Oversight Board) members.
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