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Compliance

NASBA is recommending that State Boards of Accountancy with CPE reporting years ending on or before October 31, 2020 consider offering a grace period for those licensees. For more information on how your state board of accountancy is responding, please refer to the chart on the NASBA website under CPE Reporting Periods.
Please note Compliance Manager is not tracking against the grace period or other changes state boards make due to the COVID-19 pandemic.

Stay on Top of your CPE Progress the Easy Way!

Compliance Manager

For certified tax and accounting practitioners, it can be hard enough to find time to complete continuing professional education (CPE) credits, let alone to stay on top of your progress and to meet required CPE deadlines. That’s why CCH CPELink makes the lives of tax and accounting professionals easier with Compliance Manager. 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, and Government Auditors.

Ensuring Compliance for a Wide Range of Courses

Another benefit of Compliance Manager is that it monitors your mandatory subject requirements, as well as subject and format limitations, to ensure you don’t waste your time taking a course that won’t count towards your state’s CPE requirements. It also suggests courses you could take to fulfill any credit deficiencies and sends out reminders on your current CPE status. Compliance Manager even allows the addition of CPE records and certificates from other CPE providers. CCH CPELink is registered with the National Association of State Boards of Accountancy (NASBA) and the National Registry of CPE Sponsors. CCH CPELink is also a CPE sponsor through the Texas State Board of Public Accountancy, and the New York State Board for Public Accountancy’s State Education Department. All live webinars and self-study courses meet NASBA’s Quality Assurance Service requirements.

Carryover Reporting

Compliance Manager also tracks carryover hours from one reporting period to the next for Connecticut, Hawaii, Kansas, Maryland, Michigan, Mississippi, New Hampshire, North Carolina, South Carolina, Tennessee and Vermont.

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