CPE Link Supports CPA Firms with CPE Compliance

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CPE Link's web-based Compliance Manager reduces the time and effort firms expend tracking CPE compliance and provides current, accurate information accessible by management and staff.

CPE Link

Setting the standard for professional education online.

Compliance Manager dashboard gives managers an at-a-glance view of individual and firm status.

CPE Link's Compliance Manager is designed to help firms proactively manage CPE compliance for a staff of any size. This web-based tool provides a current, accurate picture of the compliance status of the entire firm.

Accounting firms risk their reputations, client relationships and productivity when professional staff fall short on required continuing professional education. And the cost of monitoring staff compliance can be steep figuring in the overhead costs and unbillable hours that firm administrators spend on CPE tracking.

Plus, given the multitude of licensing organizations with different rules, the continuous pace of changing requirements, and the number of professionals on staff, the reports produced can be inaccurate and often out of date.

Compliance Manager facilitates monitoring of even the most complicated states and multi-licensed individuals. It actively and automatically tracks CPE reporting periods, and specific subject categories required by each state and national license regulator. This includes all state Boards of Accountancy (for CPAs) and the IRS (which regulates licensing for Enrolled Agents and the new Registered Tax Return Preparers). The tool also tracks compliance for Certified Financial Planners (CFPs) and Certified Management Accountants (CMAs).

Compliance Manager keeps track of all CPE reporting periods. It emails reminders, highlights credit deficiencies and suggests courses to fulfill them. Any changes that regulators make to the CPE requirements are automatically reflected in the Compliance Manager records with the appropriate effective dates.

For years firms have tried to track CPE compliance using spreadsheets or proprietary software. The problem was that for all the time spent collecting, entering, and reporting data, the information wasn’t easily accessible to either the staff or to managers when they wanted it. A web-based solution allows the data to be accessed by all concerned parties. Individuals can view their own compliance progress at any time. In addition, the Compliance Manager dashboard gives managers an at-a-glance view of individual and firm status. Managers can also export CPE records for each reporting period with the click of a button.

Compliance Manager is complimentary for the first 12 months of use. And it remains free for CPE Link Value Pass or Firm Advantage Pass users.

CPE Link is a provider of online continuing professional education (CPE) for CPAs, EAs, RTRPs, CMAs, CFPs and other financial professionals. Practitioners can choose from a broad curriculum of 30 live webcast topics every month and over 1,000 hours of online self-study. CPE Link is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

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Sue Anderson
CPE Link
800-616-3822 130
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