Actively Monitor Your Staff's CPE Requirements and Progress

A live demonstration on CPE Link’s Compliance Manager.
Monday, August 25 at 9:00am PT

Staying up to date on multiple staff’s CPE requirements can be a tedious task for managers. After speaking with several firm administrators, it seems like most are experiencing frustration from manually tracking CPE on a spreadsheet. To make it easier for firms, CPE Link created Compliance Manager, which automatically monitors the CPE progress of each staff member and brings all licenses updates and requirements straight to the administrator’s inbox. It tracks specific license requirements for CPAs in every state, EAs, CFPs, CMAs, AICPA members, and more regulators. Compliance Manager also automatically implements updated license requirements and suggests courses to fulfill deficiencies.

Compliance Manager is a complimentary service offered to AAA members. For a live demonstration, join CPE Link’s Firm Account Manager Janaye Fletcher and learn how to start automatically monitoring your staff’s CPE progress the easy way. As an additional benefit, AAA members get access to CPE Link’s Excel Productivity Series for a special membership discount of $148.