CE Tracking
Every license current.
Every requirement met.
CPEdge applies each board’s actual rules to the credits you have actually earned — compliance periods, category minimums, format caps, carryover and new-licensee provisions — so you can take the right courses with confidence. All 50 state boards and 20+ additional regulators and certifications.
CE Tracking for Accounting (CEDW)
$22
- All 50 state boards and 20+ designations
- Unlimited simultaneous compliance periods
- Carryover and proration calculated for you
- Rule-change notifications
- Monthly compliance-status email
Already included in all three CPE packages — compare
Why it is hard
The rules are not just an hours total.
Every board layers conditions on top of the headline number, and they all layer them differently. These are the parts CPEdge does for you — and each one links to the published rule it comes from, so you can check it.
The jurisdictions named below are illustrations, not a complete list. Many boards impose each of these conditions, in different combinations and amounts. Look up your own board to see which apply to you.
Several requirements at once, not one total
A single board can impose a cycle total, an annual minimum, a technical-subject minimum inside that annual minimum, an ethics minimum and a separate periodic requirement — each with its own deficit.
California: eight requirements tracked simultaneously, each with its own due date. See the rule →
Requirements on a different clock to your cycle
Some obligations run on a rolling look-back that does not line up with your renewal period at all, so a course earned years ago may or may not still count.
California: Regulatory Review is a two-hour course on a six-year rolling basis, tracked separately from the two-year cycle. See the rule →
Annual minimums inside a multi-year cycle
Tracked separately from the cycle total, because meeting one does not mean meeting the other.
Alaska: at least 20 of the 80 hours each year — fall short and you owe 8 extra hours that cannot count toward the next period. See the rule →
Credit caps, with the headroom shown
Limits on self-study, teaching, publication and personal-development subjects are enforced as you earn, and each cap shows how much room is left — so you know before enrolling whether an hour will count.
Rhode Island: self-study capped at 80 hours per cycle, personal development and marketing at 24, teaching at 60, publications at 60. See the rule →
Carryover
Applied automatically where the board allows it, with its conditions — and not applied where it does not.
Of the 76 regulators tracked, 35 have a detailed conditional carryover rule, 20 prohibit it outright and 23 do not address it. Guessing wrong in either direction costs you hours.
Requirements that depend on what you do
Several boards apply extra subject requirements only to licensees in particular practice areas, so your profile changes which rules you are held to.
California: government auditing, accounting and auditing, and preparation-engagement requirements each apply conditionally. See the rule →
Every jurisdiction, and both open periods
Licensed in several states plus designations? Each cycle is tracked independently against one activity history — including a previous period that is still open alongside the current one.
One course can count toward several requirements, or toward none. There are 76 rule sets to reconcile. See them all →
Credits earned anywhere, not just here
Add credits taken through any other provider or system — entered by you, or by your firm administrator on your behalf. Credit is then calculated automatically according to NASBA rules and applied to every regulator you are tracked against at once, so one external course lands correctly in each requirement it satisfies.
Tracking is not limited to courses bought from CeriFi. Your compliance position reflects everything you have actually earned.
Requirements you set yourself
Beyond the boards, you can define your own annual CPE target — or track one your firm has set for you — and it is measured with the same rules engine as any regulator.
Among the most commonly tracked requirements in the product. Set the hours and the category split, choose a calendar or fiscal year, and decide whether surplus hours carry forward.
Rule changes
When a board changes its rules your tracking recalculates against the new ones, and you are told what moved.
Each summary carries a dated change history, including where CeriFi has confirmed an interpretation with the board directly. Example →
What you see
Your status, per board, before the deadline
Not a spreadsheet you maintain. A calculated position against every rule set you are subject to, updated as credits post to your history.
Screenshot needed: Status Report Manager listing all tracked regulators, deadlines and credits needed.
Images/CpeTracking/status-report-manager.pngScreenshot needed: California status report showing the full requirements matrix and rule highlights.
Images/CpeTracking/status-report-california.pngScreenshot needed: A status report showing credit caps with remaining values, e.g. Rhode Island.
Images/CpeTracking/credit-caps-remaining.pngScreenshot needed: Homeroom with the learner dashboard view of status reports.
Images/CpeTracking/homeroom-dashboard.pngScreenshot needed: The automated reminder email sent to a learner ahead of a deadline.
Images/CpeTracking/deadline-reminder-email.pngFor firms
See where every licensee in your firm stands
Everything above applies per licensee. Firm administrators additionally get firm-wide visibility and automated policy notifications — features that are not part of an individual learner account.
Every licensee, every regulator, one view
Compliance Manager lists each learner against each regulator they are tracked against, with the deadline and the credits still needed. Filter by deadline, credits needed, whether a status report is incomplete, regulator, or administrative group.
Firms tracking hundreds of licensee-regulator combinations see the whole position on one screen, and can export it to Excel.
Columns that match the board
Choose which requirement buckets appear per regulator, then read the whole firm against them — one row per licensee, one column per requirement.
For California that is eleven separate requirements, each shown with what each licensee still needs. See the rule →
Dedicated ethics and fraud views
Ethics and fraud requirements often carry their own deadlines, separate from the main compliance deadline, and are the ones most easily missed. Each has its own report showing category, its own deadline, and credits needed.
Ethics categories are tracked distinctly — general ethics, state-specific ethics, regulatory review and preparation-engagement requirements are not interchangeable.
Automated policy notifications
Configure notification policies and let them run: your learners are emailed their own compliance position on your schedule, without anyone assembling it by hand.
Highly customisable per policy, so reminders can differ by group, deadline proximity or how far behind someone is.
Enter credits on a learner’s behalf
Add externally earned credits for any licensee. NASBA-rule credit calculation is applied automatically and flows into every regulator that learner is tracked against.
Useful where the firm holds the completion records rather than the individual.
Administrative groups
Organise licensees by office, department or any grouping you define, and report or notify against those groups rather than the whole firm.
Reports carry office, department and title alongside each row.
Your own firm requirement, tracked like a board
Set an internal CPE requirement of your own and track the firm against it exactly as though it were a regulator — alongside everyone’s statutory requirements, not instead of them.
Choose the annual hours, split them across Accounting/Auditing, Tax, Fraud and Ethics, run on a calendar or fiscal year, decide whether new hires are exempt, pro-rated or held to the full requirement, and whether surplus hours carry into next year.
Screenshot needed: Compliance Manager listing licensees, regulators, deadlines and credits needed.
Images/CpeTracking/admin-compliance-manager.pngScreenshot needed: Regulator Report for a single regulator showing per-requirement columns per licensee.
Images/CpeTracking/admin-regulator-report.pngScreenshot needed: Ethics Compliance report showing ethics category, ethics deadline and credits needed.
Images/CpeTracking/admin-ethics-compliance.pngScreenshot needed: Regulator Options screen with per-requirement display toggles.
Images/CpeTracking/admin-regulator-options.pngBuying for a team? Compare packages or talk to us about firm licensing.
Pricing
Four ways to get it
CE Tracking is sold on its own, and it is bundled into all three CPE packages — so if you are buying courses anyway, a package is almost certainly better value.
See it before you buy
Read your board’s rules first
Every requirement above comes from a published rule summary. Look yours up, then decide whether you want to track it by hand.
Questions
Common questions
- Does it work if I am licensed in more than one state?
- Yes. Each board’s compliance period is tracked independently against a single activity history, so a course satisfying two requirements counts toward both.
- Do courses I take elsewhere count?
- Yes. Any credit in your CPEdge activity history is tracked, including externally earned credits you add yourself.
- What happens when my board changes its rules?
- The rule set is updated and your tracking recalculates against the new rules. You are notified of the change.
- Is this the same as the free rule summaries?
- No. The rule summaries tell you what the rules are. CE Tracking applies them to your credits and tells you what you still owe.
- Can I add credits I earned somewhere else?
- Yes. You or your firm administrator can enter credits taken through any other provider or system. Credit is calculated automatically according to NASBA rules and applied to every regulator you are tracked against.
- What do firm administrators get that individuals do not?
- Firm-wide compliance reporting across every licensee and regulator, per-regulator column configuration, dedicated ethics and fraud reports, administrative groups, Excel export, the ability to enter credits on a learner’s behalf, and automated policy notifications that email each learner their own position. These are not part of an individual learner account.
- Can we track our own internal firm requirement?
- Yes. Two In-Firm requirements let a firm — or an individual — define its own annual CPE requirement and track against it exactly as though it were a regulator. Set the hours, split them across Accounting/Auditing, Tax, Fraud and Ethics, run on a calendar or fiscal year, choose whether new hires are exempt, pro-rated or held to the full requirement, and whether surplus hours carry into the next year. These are among the most commonly tracked requirements in the product.
- Which regulators are covered?
- All 50 state boards of accountancy, the District of Columbia, Puerto Rico and Guam, plus 20+ designations and national bodies including PCAOB, Yellow Book, CFE, CFP, IRS Enrolled Agents and CTEC.