CPE Assistant™

CPE Assistant™ reduces the time and cost of keeping CPE compliance records for CPAs, and helps ensure they maintain their certification. CPE Assistant is a complete online CPE management tool, which monitors the progress of individual CPAs against their CPE requirements and provides complete and updated rule summaries for all 50 CPA regulatory bodies mandating CPE.

PERFECT FOR THE INDIVIDUAL CPA

CPE Assistant identifies CPE rules and requirements for all 50 CPA regulatory bodies that mandate CPE. CPE Assistant allows you to:

• Show hours completed against total hours needed in reporting period for each jurisdiction tracked
• Calculate limits on training format and topics, minimum requirements and carryover credit
• Automatically track certifications and credits earned through CCH Learning Center and upload other CPE sources
• Receive email reminders on CPE status
• Provide personalized recommendations to meet unmet requirements for CCH self-study courses

EASIER CPE ADMINISTRATION

Simplify your CPE administrator's job with one easy-to-use CPE management tool. This online CPE management tool:

• Provides a single point to administer all training functions
• Sends employees regular email reminders on their CPE status
• Adds and drops employees from the system as needed
• Allows administrators to report multiple user CPE completions for firm sponsored training events
• Stores CPE certificates for quick retrieval and printing
• Produces reports by jurisdiction, CPE deadline, field of study and delivery method
• Automatically populates CCH Learning Center data into CPE Assistant - no data entry needed, saving you billable time