Stay on top of Your Staff's CPE Requirements

Compliance Manager

Compliance Manager

Never miss another deadline! Compliance Manager makes it easy to actively monitor your staff's CPE deadlines and mandatory subject requirements— so you don't have to.

  • Automatically tracks and allows administrator to view CPE compliance periods of all staff
  • Updates categories applicable to all state CPA licenses and other licenses
  • Monitors limits on delivery formats and subject areas
  • NEW! Now tracks carryover hours from one reporting period to the next for applicable states**
  • Sends reminders on current CPE status
  • Suggests courses to fulfill credit deficiencies
  • Allows addition of CPE records/certificates from other CPE providers

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), Registered Tax Preparers (RTRPs), Certified Financial Planners (CFPs), CTEC Registered Tax Preparers (CRTPs), Certified Fraud Examiners (CFEs), AICPA and PCAOB (Public Company Accounting Oversight Board) members.

**State Boards that accept carryover hours include: Connecticut, Hawaii, Kansas, Maryland, Michigan, Mississippi, New Hampshire, North Carolina, South Carolina, Tennessee, and Vermont

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Learning Ladder

Learning Ladder

Learning Ladder allows firms to set up custom training requirements for staff members. From new-hires to partners, firms can now monitor these internal requirements.

  • Define groups by staff level or department or any way that makes sense for your firm.
  • Set up custom training requirements for various staff groups.
  • Monitor these internal CPE requirements via online dashboard and monthly email reports.

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