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
- Track external CPE from any provider
- Automated compliance-status emails
Already included in all three CPE packages — compare
Why it is hard
The rules are not just counting hours.
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, so you can check it.
Below are examples of jurisdiction rule requirements, 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 →
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 →
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 →
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.
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 →
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.
- Can I track courses I took outside of CPEdge?
- 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.
- Which regulators are covered?
- All 50 state boards of accountancy, the District of Columbia, Puerto Rico and Guam, along with 20+ designations and national bodies including PCAOB, Yellow Book, CFE, CFP, IRS Enrolled Agents and CTEC.
- 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.