Every accounting firm has someone who has to make sure every partner's and staff CPA's license stays current — across however many states they're licensed in. One missed renewal slows down engagements and creates real regulatory risk, and most firms track it today by spreadsheet. A spreadsheet fails in three specific ways.
Multi-state blind spot. A state board only reminds a CPA about the license held with that board — nobody sends a nudge about the other one or two states the same person might also be licensed in. Nothing is watching the full multi-state picture except the CPA themselves, one inbox at a time.
No firm-level visibility. The partner or admin who actually carries the regulatory risk for the firm never sees any of this — only the individual licensee's own inbox gets the reminder. If that person doesn't forward it, changes their email, or leaves the firm, the firm has zero visibility until a renewal is already missed.
Filing vs. hours. CPE-hour tracking tools (MYCPE, Illumeo, and similar) track whether staff completed their continuing-education hours. That's a different event from whether the actual renewal filing with the state board happened. Finishing every CPE hour and still missing the filing deadline is a real, common failure mode — this product is about the filing, not the hours.
A firm-wide view that answers what a spreadsheet can't: who's current, who's at risk, and who needs to act before a deadline — for every staff CPA and the firm's own registration, sourced to the same codified statute or rule we verify for every free state page on this site — see exactly how we verify every deadline. Any individual CPA can already get free reminders on their own; what a firm gets here is the roster-level accountability view nobody's personal inbox provides, in one place.
| Staff | State | Status | Next deadline |
|---|---|---|---|
| Alex R. | Georgia | Confirmed | December 31, 2027 |
| Jordan M. | Alabama | Confirmed | December 31, 2026 |
| Sam K. | Illinois | Pending | September 30, 2027 |
| Taylor B. | Missouri | Needs attention | September 30, 2027 |
| Morgan P. — Firm Registration | Louisiana | Confirmed | December 31, 2026 |
| Casey T. — Firm Registration | Missouri | Confirmed | October 31, 2026 |
Illustrative example — not a real firm. Dates shown are the actual current deadlines for these states, computed the same way as every free page on this site.
Scope, plainly stated: this tracks license renewal dates — the part we can verify against actual state law, the same way we already do for individuals. It does not track CPE hour completion. If we ever add that, it will be clearly labeled as your own self-reported log, not independently verified — we won't blur it with the sourced renewal dates that are the whole reason to trust this site.
$500/year flat for firms with up to 10 staff, about $50/seat/year above that. Start with a free 30-day pilot — no card required.
Self-serve, no card required. Your admin creates an account and adds staff directly — name, email, state, and license type for each person — no concierge onboarding where our team enters a roster for you. Each staff member then gets one email asking them to confirm, the exact same double opt-in every free subscriber on this site already goes through, so reminders never start for someone who hasn't agreed to them.
Free 30-day pilot, no card collected anywhere in this flow.
Deadline accuracy comes from the same sourced-to-codified-law data every free page on this site already uses, not a recurring human check-in on each staff member's status. Billing today is a simple invoice; a self-serve card-payment option is coming soon. Not ready to create an account yet? Leave your email instead and we'll follow up.
No account, no commitment — we'll follow up with anything a firm admin should know before signing up.
Your firm's own registration or permit renews on a different clock than any individual staff CPA's license. A few states where we've published the firm-specific filing date:
The renewal DATES are verified the same rigorous way as every free page on this site: sourced to the codified statute or rule, 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 and self-reported the same way the free tier already is: your admin adds the roster, and each staff member confirms their own email before reminders start.
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. It's a free 30-day pilot, no card required to start, and you can stop at any point during or after it — there's no contract to get out of.
Not yet. If we ever add it, it will be labeled as your own self-reported log, not independently verified — we won't blur it with the sourced renewal dates that are the reason to trust this site in the first place.
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, once the self-serve dashboard is live: your admin adds each staff member's name, email, state, and license type. There's no concierge onboarding where our team collects a roster by email and enters it for you. Each staff member still gets their own one-time confirmation email first — the same double opt-in every free subscriber on this site already goes through — so reminders never start for someone who hasn't agreed to them.
Email us any time, no commitment: