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.

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.

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. Email us and we'll move you up; there's no self-serve tier change yet.

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.

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 our team collects a roster by email and enters 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.