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Stay on Top of your CPE Progress
the Easy Way!

Compliance Manager

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

  • Automatically tracks your CPE compliance periods
  • 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