How To Use Cpethink.com

• Intuitive Interface - The initial page displays three prominent green buttons for general search options and direct links for specialized subjects such as ethics, finance, and tax law.
• Flexible Keyword Functionality - The site enables keyword-based course searches with the ability to incorporate a percent sign for expanded search results.
• Direct Access Features - An easily identifiable separator bar grants immediate access to categorizations of CPE courses, subscriptions, and complimentary CPE resources.
• Broad Range of Topics - With content organized into ten distinct areas including ethics, finance, audit practices, and specialized fields like Yellowbook, the platform caters to a wide array of professional interests.
• Rich Resource Compilation - Offers extensive auxiliary materials, including FAQs, guidelines from the National Association of State Boards of Accountancy, and multiple support avenues.
• Elaborate Search Capabilities - The search functionality includes a comprehensive filter bar, allowing users to refine searches by course updates, type, domain of study, and CPE credit requirements, supporting single or multiple criteria selections.
• Through these features - Cpethink.com assures CPAs a comprehensive and adaptable approach to fulfilling their continuing professional education prerequisites, enhancing their learning journey with convenience and variety.

• Diverse Course Selection - Cpethink.com offers a range of ethics courses, including state-specific, AICPA-based, Enrolled Agent (EA) ethics, and general ethical principles.
• State-Specific Courses - Easily find courses meeting state board approvals or recommendations. Examples include New York State board-certified courses and California's unique regulatory review ethics.
• Search Functionality - Utilize the keyword search feature to find specific courses. Type in terms like "ethics" or a state name (e.g., "Washington") to view relevant courses.
• Direct Navigation - Access a predefined list of ethics courses through the 'Courses' dropdown menu on the homepage.
• Customized Requirements - Understand varying passing score requirements, like California's 90% and Florida's 80%, compared to the general 70%.
• Alphabetical State Listings - Explore ethics courses listed alphabetically by state, encompassing various ethics-related topics.
• Future Expansions - Cpethink.com plans to add more ethics courses to their listings.
• Live Chat and Email Assistance - For queries or support, use the chat bubble or email for prompt assistance from Cpethink.com

• Overview of Purchasing Online CPE Courses at Cpethink.com
  • Introduction by Tad Stephens, explaining the process to buy courses and subscriptions.
• Navigating the Website
  • Start from the homepage.
  • Use the menu to select from a range of courses or subscriptions.
  • Ability to search by various criteria.
• Course Selection and Purchase Process
  • Adding courses to the shopping cart.
  • Login or registration requirement for tracking courses for state board reporting.
  • System checks for previously purchased courses to prevent duplicate purchases.
• Shopping Cart and Checkout
  • Review of selected courses in the shopping cart.
  • Recommendations for additional courses based on selections.
  • Payment options include credit cards and PayPal.
• Using Coupon Codes
  • Option to apply various coupon codes for discounts.
  • Customer support is available via chat or email for inquiries.
• Final Steps and Additional Services
  • Completing the purchase process.
  • Post-purchase thank you page with further instructions.
  • Availability of group specials and further assistance.
• Future Content Plans
  • Upcoming videos on course participation, exams, certificate printing, and site navigation.
  • Encouragement to reach out with any questions via chat or email.

• Consistent Navigation Menu: The login/register button is always located in the upper right corner, regardless of the page you're on.
• Login Instructions:
  • Using Your Credentials: Enter your email (account ID) and password encrypted for user protection.
• Troubleshooting Login Issues:
  • Forgot Your Password?: Click the provided link for a temporary password via email.
• Remember Me Option:
  • Stay Logged In for ease of access
  • Advised only for private computers.
• New Users:
  • Easy Registration: Click the 'Register Now' button to start the process.
  • Navigational Help: If you need assistance registering, support is readily available.
• Additional Support Assurance:
  • Open Communication Channels: The video encourages users to reach out via chat, email, or phone for any further assistance.

• Overview of My Courses Page: Detailed guide by Tad Stephens.
• Accessing the Dashboard: Log in using a demo or personal account to reach the My Courses page.
• Navigation Features:
  • Search Bar: Available on most pages for easy course access.
  • History Access: Review previously visited pages for convenience.
• Course Management:
  • Course Display: Shows courses with pending exams, and customizable display settings (20, 50, 75, etc.).
  • Course Filtering: Search by course title or description, and filter by completion status (e.g., exams not completed, exams completed).
• Certification and Compliance:
  • NASBA Guidelines: Courses must be taken within one year of purchase; an extension option is available.
  • Certificate Access: For completed courses, certificates of completion are readily accessible.
• User Support: Quick assistance through chat or email, with responses typically within 30 minutes.

• Navigating CPE Courses: Tutorial by Tad Stephens.
• Initial Access: Login from the homepage to reach the My Courses page.
• Course Overview:
  • Default View: Shows courses with exams not completed.
  • Course Access Options: Start the course in the current or new window/tab, and download or email the course as a PDF.
• Simultaneous Course and Exam Access: Allowed in all 50 states, enabling open-book format.
• Course Interface Features:
  • Navigation Tools: Search by keyword, access recent or specific pages, and navigate between course sections.
  • Course Management: Reset quiz questions, bookmark pages, and track progress.
  • Course Content: Sections are divided into parts and chapters, with multiple quizzes per credit hour.
• Learning Tools:
  • Quizzes: Positioned periodically, can reset to retake.
  • Direct Access to Quizzes and Final Exam: From within the course or My Courses page.
• Course Progression: Page-by-page navigation through course content, starting with learning objectives and followed by video lessons.
• Returning to My Courses: Easy navigation back to course overview.
• Support Options: Quick assistance via chat or email, typically responding within 30 minutes.

• Taking CPE Exams: Instructional guide by Tad Stephens.
• Accessing Exams: Log in to reach the My Courses page, where exams not completed are listed by default.
• Exam Interface Options:
  • Start Exam: In the current or new browser tab for an open book exam.
  • Preview Exam: View-only mode for printing or reviewing; no option to answer questions.
  • PDF Options: Open, email, or download the exam as a PDF.
• Exam Page Features:
  • Course Information: Displays course title and passing grade (typically 70% as per NASBA guidelines, varies for some state-specific ethics courses).
  • Autosave Functionality: Answers are automatically saved, ensuring no data loss during the exam.
  • Answer Flexibility: Answers can be changed anytime during the exam, with each alteration being saved.
• Exam Completion and Review:
  • Exam Progress Tracking: Shows how many exams have been initiated but not necessarily completed.
  • Completed Exams: Once finished, exams move to a separate section on the My Courses page.
• Support and Assistance: Immediate help is available via chat or email, typically responding within 30 minutes.

• Listing and Printing Certificates of Completion: Guide by Tad Stephens.
• Accessing Certificates: Log in and select 'exams completed' on the My Courses page to view passed exams.
• Certificate Retrieval Options:
  • PDF Certificate: Directly open, email, or save as a PDF.
  • Printing Options: Available directly from the PDF view.
• Certificate Details:
  • NASBA Compliance: Certificates formatted per AICPA NASBA guidelines.
  • State-Specific Formats: Option to choose the state-specific field of study for the certificate, if different from NASBA's.
• Special Cases:
  • Split Credits: For courses with multiple fields of study, certificates list separate hours for each category (e.g., 3 hours regulatory, 1 hour behavioral).
• Navigation and Support:
  • Filtering Completed Exams: Easy filtering to display only exams passed for certificate printing.
  • Assistance: Chat, email support, and further CPE guidance are available, with responses typically within 30 minutes.

• NASBA CPE Audit Service Overview: A quick guide to NASBA's CPE (Continuing Professional Education) audit service, also known as the CPE tracker.
• Accessing the Service: Visit NASBA's website at nasba.org and search for the CPE Audit Service or directly access it at cpeaudit.nasba.org.
• Service Functionality: NASBA's service allows users to upload their CPE credits or enables providers to transfer credits directly to the audit service, which then reports to state boards of accountancy.
• State Participation Variability: Not all states participate in the service; the video notes discrepancies in the functioning of the service as of its recording.
• Provider Participation Issues: NASBA temporarily stopped adding new providers to the service, with the resumption date unknown.
• Individual Upload Capability: For states connected to the service (like Florida and Tennessee), users can upload a .CSV file of their CPE hours in a specified format.
• Cpethink.com’s Interim Solution: While awaiting reintegration with NASBA's audit service, Cpethink.com offers a feature for users to download CPE courses as a .CSV file for upload to NASBA's service.
• User Registration and Login: Users need to register and log in to use the service, with guidance available for first-time users.
• CPE Tracker on Cpethink.com: Users can view, add, or delete their CPE course records, including courses from other providers.
• Downloading and Editing Course Records: Users can download their course records as a .CSV file and edit it (e.g., removing unwanted rows) before uploading to NASBA.
• Future Enhancements and NASBA Integration: Plans to enhance user experience and hopes for NASBA to allow provider integration for direct reporting.
• Support and Assistance: Users can seek help or ask questions via the chat feature on Cpethink.com.