Licensee Roster showing 10 of 24 · auto-updated from completions
Licensee
License
CPE Progress
Status
Renews
Needs Attention auto-flagged
Nina Alvarez
4 / 40 CPE · renews in 148 days
critical
Tom Blake
12 / 40 CPE · ethics missing
behind
David Kim
8 / 30 CPE · renews Dec 31
behind
Priya Shah
36 / 80 CPE · renews Feb 28
behind
Firm Actions
By License Type
CPAs16
Enrolled Agents5
CFP Professionals3
AI
Ask AI · Firm Compliance AssistantKnows every licensee, deadline, and board rule
Who won't be compliant by their renewal date?
5 of 24 licensees are behind pace. Nina Alvarez (4/40, renews Aug 31) is critical; Tom Blake, David Kim, Priya Shah and one other need hours soon. Assigning each a package now brings the whole firm to 100%. Want me to draft the enrollments?
Who is missing an ethics hour?Which licenses renew this quarter?Draft a plan to get everyone to 100%
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Board Audit — Firm Records Rolling 7-year history · all licensees · audit-ready
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Renewal Year
Cycle
Licensees
Firm Compliance
Renewed On-Time
Records
Sample data shown for demonstration. Requirements vary by board — confirm details with your state licensing board.