What it does
Three jobs you’ll never think about again.
Tracking credits, downloading certificates, reporting to the state. The cumbersome parts of continuing education, made simple.
Certificate management
We gather your CPE certificates and keep them in one place, forever. No more saved PDFs, no more chasing emailed copies, no more wondering if you have them all.
Compliance dashboard
Your dashboard reflects your state’s requirements and updates with every credit you earn, so you always know exactly where you stand.
Report-ready in one click
Your credits, formatted into a ready-to-submit NASBA report. No manual formatting, no second-guessing. Direct filing is on the way.
Yours, for good
Credentials you actually own.
Every certificate is stored as a verifiable, tamper-proof record that stays yours. It’s independent proof of your professional education, ready the moment a board, employer, or client asks for it.
For firms
Your whole team’s CPE, in one view.
CPE Wallet gives firm managers a live view of every CPA’s compliance — no more chasing spreadsheets or emailed certificates. Members join by invitation and choose what they share.
- One roster, every requirement. See your team’s CPE status at a glance, by member and by rule.
- Drill into any member. Open any person for their credits, certificates, and what’s still outstanding.
- Ethics & Yellow Book, flagged. Automatic flags for ethics and Yellow Book (GAGAS) requirements, so nothing slips before a deadline.
FAQ
Questions, answered.
What is CPE Wallet?
CPE Wallet is a tool for licensed CPAs that gathers your continuing professional education (CPE) certificates, tracks every state-board requirement in a live compliance dashboard, and turns your credits into a ready-to-file NASBA report. It's launching soon — join the waitlist for early access.
What is CPE (continuing professional education)?
CPE is the ongoing education that licensed CPAs must complete to keep their license active. Your state board of accountancy sets the required hours — including ethics — and the reporting period, and you're responsible for tracking your credits and reporting them.
Who is CPE Wallet for?
CPE Wallet is built for licensed CPAs who need to track CPE credits and report them to their state board — and for the firms that manage CPE compliance across a whole team.
Does CPE Wallet work for firms and teams?
Yes. Alongside the individual app, CPE Wallet includes a firm portal where a firm's CPE managers track their whole team's compliance from one place — a live roster, per-member drill-down, and automatic flags for ethics and Yellow Book (GAGAS) requirements. Team members join by invitation and choose what they share. It's launching soon with the rest of CPE Wallet.
Does CPE Wallet file my CPE report with my state board?
Not yet. Today CPE Wallet formats your credits into a ready-to-submit NASBA report, so there's no manual formatting or second-guessing. Direct filing to your state board is on the way.
When does CPE Wallet launch?
CPE Wallet is coming soon. Join the waitlist and we'll email you the moment early access opens — no spam, just a note when it's ready.
Coming soon
Be first through the door.
Join the list for early access and launch updates. No spam, just a note when it’s ready.
or email us at [email protected]