*There will be a $29 fee for users who have no paid courses in the previous 12 months. Always free for Firm Advantage Pass
Stay on top of Your Staff's CPE Requirements
Free for all active CPE Link firms.*
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
- 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), and AICPA members.