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Compliance

Stay on Top of your CPE Progress the Easy Way!

Compliance Manager

For busy certified tax and accounting practitioners, it can be hard enough to find time to complete continuing professional education (CPE) credits, let alone staying on top of your progress and hitting deadlines. That’s why CCH CPELink is making the lives of licensed accounting and finance professionals easier with our Compliance Manager platform. Here’s a look at how it tracks your CPE requirements and ensures you’re always in compliance – so you don’t have to.

Convenient Access from All States

Compliance Manager allows CPAs in every state and Puerto Rico to view and track the progress of their CPE requirements when taking CCH CPELink webinar or self-study courses. Conveniently available online, the system monitors your renewal cycle, reporting period, hours needed, requirements specific to the initial license period, and more. Plus, our CPE tracking and compliance monitoring are also available for other licensed tax and accounting professionals, including:

  • Certified Management Accountants
  • Enrolled Agents
  • Registered Tax Preparers
  • Certified Financial Planners
  • CTEC Registered Tax Preparers
  • Certified Fraud Examiners
  • Members of the American Institute of CPAs
  • Members of the Public Company Accounting Oversight Board
  • Government Auditors

Ensuring Compliance for a Wide Range of Courses

Another benefit of our Compliance Manager platform is that it also monitors your mandatory subject requirements, as well as subject and format limitations, to ensure you are always in compliance with your state’s CPE requirements. Aside from meeting regulations, you’ll rest assured that you are trusting a reputable source of CPE, as we are registered with the National Association of State Boards of Accountancy (NASBA) and the National Registry of CPE Sponsors.

We are also a CPE sponsor through the Texas State Board of Public Accountancy, as well as the New York State Board for Public Accountancy’s State Education Department. Also, all of our live webinars and self-study courses meet NASBA’s Quality Assurance Service requirements. With courses designed with various levels, including basic, intermediate, advanced, update, and overview, we offer a wide range of subject areas such as:

  • Accounting, Audit, & Finance
  • Audit Staff Level Training
  • Business Management and Organization
  • CFO/Corporate Finance
  • Federal Tax for Businesses and Individuals
  • International Tax
  • Personal Development
  • Real Estate and Construction
  • Sales & Use Tax
  • Tax Legislation and Updates
  • Wealth Management
  • And more.

Designed with CPAs in Mind

Thanks to the many capabilities of Compliance Manager, it’s easier than ever for CPAs and other licensed accounting and finance professionals to actively monitor their CPE requirements, including mandatory subject requirements and deadlines. But there’s also more to this platform that our clients can’t get enough of.

For one, it monitors limits on delivery formats and subject areas, ensuring you don’t waste your time taking a course that won’t count towards your CPE credits. It also suggests courses you could take to fulfill any credit deficiencies and sends out reminders on your current CPE status. Our Compliance Manager even allows the addition of CPE records and certificates from other CPE providers and tracks carryover hours from one reporting period to the next for the following states:

  • Connecticut
  • Hawaii
  • Kansas
  • Maryland
  • Michigan
  • Mississippi
  • New Hampshire
  • North Carolina
  • South Carolina
  • Tennessee
  • Vermont

Never miss another deadline! Keep track of your CPE deadlines and mandatory subject requirements the easy way, with Compliance Manager.