• Automatically track CPE compliance periods
  • Track all credit categories applicable to CPA license state or other regulators
  • 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.
Get started!