Continuing education compliance management that works seamlessly with the activity history in your Checkpoint Learning account to give a detailed picture of compliance status for all 50 state boards of accountancy and over 20 additional regulators/certifications, including PCAOB, Yellow Book, CFE, CFP, IRS Enrolled Agents, CTEC. Features include:
Automatic determination of compliance periods
Tracking all credit categories
Automatic determination of prorated credit requirements for abbreviated compliance periods
Tracking special requirements for new licensees
Enforcement of limits/prohibitions on credits earned through various formats of continuing education
Automatic calculation of carryover credits
Tracking of simultaneous compliance periods
Automatic credit adjustments for compliance period extensions
Notification of rule updates and changes
Monthly email reminders to keep you informed of your continuing education compliance status
