Compliance Manager
See exactly how many CPE you've earned toward your state's renewal — what's left, what's due, and when. Automatically.
Try the live dashboard
Interactive demo with sample data — switch states, ask the AI, or tap ▶ Watch Live Demo for a narrated, voice-guided tour.
For firms & teams — the live console
Track every licensee's compliance in one place: roster, at-risk alerts, renewals, and one-click audit files. Interactive demo — tap ▶ Watch Live Demo for the narrated tour.
Create your free Compliance Manager
Free forever: track your CPE toward your state’s requirement, import your past certificates, and see exactly what you’re missing. Includes a free professional ethics course to get you started. Unsubscribe anytime.
Know exactly where you stand — automatically
CPE Options tracks your continuing-education for you: hours completed vs. what your state board requires, ethics and technical minimums, your renewal deadline, and even certificates from other providers — all in one place, on any device.
For individual licensees
- Auto-tracks your progress as you complete courses — no spreadsheets.
- State- and credential-aware. Set your state and credential (CPA, EA, or CFP) and it knows your exact requirement — hours, ethics, technical minimums, carryover, and cycle.
- Import outside certificates so everything counts in one record.
- Renewal countdown so nothing sneaks up on you.
- One-click Board Audit File — download every certificate + a compliance summary in a single ZIP, ready to print or email your board.
- ✓ Ethics 4 / 4
- ✓ A&A on track
- • 10 CPE to go
- ⏱ Renews in 143 days
Example dashboard — illustration only.
For firms & coordinators
- One roster, whole team. Every employee’s hours, ethics, deadline, and on-track / behind status at a glance.
- Assign courses to staff — or let them self-enroll — drawing from your shared credit pool.
- Compliance notices: nudge anyone who’s behind with one click; automated deadline reminders.
- One-click audit file per employee when a board audits your staff.
- Multi-state ready — each employee’s own state & credential tracked automatically.
| J. Rivera | TX · CPA | 38/40 | On track |
| S. Kim | CA · CPA | 18/40 | Behind |
| M. Osei | NY · EA | 20/24 | On track |
| D. Patel | FL · CPA | 9/20 | Behind |
Example coordinator view — illustration only.
A self-tracking aid, not a compliance guarantee and not legal advice. Board acceptance and per-state pre-approval are separate — always confirm current rules with your licensing board.
