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.
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
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.