Pricing

The renewal DATES are verified the same rigorous way every free page on this site is: sourced to the codified statute or rule where we could confirm it, and clearly labelled where we could only confirm it against the board's own page, cited and rechecked on our freshness cadence — see exactly how. What this is not is a recurring human lookup of each staff member's individual license status — there's no manual check-in against the state board or CPAverify.org on your behalf. Signup itself is self-serve: your admin adds the roster directly, and reminders start right away for each person — no confirmation step to wait on. Each staff member still gets one transparent email the moment they're added, naming your firm and with an equally prominent one-click opt-out. If someone opts out, you'll see it in your activity log.

Still tracked the same way it works on the free tier: that staff member enters their own birth month or license expiration date once, and it shows up on your roster view like everyone else's.

Yes. Roster, calendar, CPE Hours, and individual Practice Privilege Check are free with no card required and no time limit. If you upgrade for the map and firm-level registration check, you can cancel that subscription at any point — there's no contract to get out of, and your account just drops back to the free tier at the end of the period you already paid for, with no refund for the time already paid — you keep full access through the end of that period either way. If you delete the account rather than just cancelling, we refund the unused portion of the current period (Terms, Section 11).

Whatever covers your current staff count — Essentials (up to 5), Growth (up to 10), Professional (up to 20), or Enterprise (up to 35). Every tier has the exact same feature set (Roster, Calendar, Map, CPE Hours, Practice Privilege Check); the only thing that changes between tiers is how many staff it covers, never what it can do. Outgrow your tier later? A partner on the firm can switch to a larger plan from Manage billing on the dashboard's Account tab; if a larger plan isn't offered there, email us and we'll sort it out.

This page is about the firm tier: a roster for whoever is tracking multiple staff CPAs. If you're only tracking your own license, the free individual reminders on our homepage already cover that at no cost, unchanged. CPE-hour tracking and Practice Privilege Check are also free for a solo CPA — create a free account to use them.

Yes — the dashboard has a CPE Hours tab where your firm can log completed hours against each state's own requirement. That log is your own self-reported record, not independently verified, and we keep it clearly labeled and separate from the sourced renewal dates — we won't blur the two. Licensed in more than one state? Add one line per state; each line is tracked against that state's own requirement, and lines for the same person (matched by email address) count once toward your plan's staff limit. Each person can have up to 10 state lines; your firm's own permits and registrations are separate lines that use no staff seat, up to 2 per state and 25 in total.

Nothing stops them from doing that today, and it's not a bad idea either way. What the firm tier adds is the view your admin doesn't get from 20 separate free sign-ups: one roster, one place to see who's current and who's at risk, plus the firm's own registration — not 20 inboxes to hope someone's watching.

You do, directly, through the self-serve dashboard: your admin adds each staff member's name, email, state, and license type, and their reminders start right away — no waiting on them to confirm anything, so your firm's coverage never has a silent gap. There's no concierge onboarding where we collect a roster by email and enter it for you. Each staff member gets one transparent email the moment they're added, naming your firm and with an equally prominent one-click opt-out, so nobody is tracked silently.