NASBA CPE Tracker & Audit Service

Your Ultimate Guide to NASBA CPE Tracker

As a CPA, you must obtain a certain number of CPE credits every renewal cycle to maintain the active status of your license. You need to complete a diverse range of programs covering different fields of study to fulfill your CPE requirements.

For many CPAs, tracking their CPE compliance and maintaining all the details of their CPE programs become quite a difficult task. If you too belong to this group and want to have a simple solution to this, the NASBA CPE tracker is what you need to use.

While this CPA CPE tracker is a simple tool with a user-friendly interface, many CPAs aren’t aware of all of its features and benefits. That’s why we’ve created this page where you’ll get all the vital information about the NASBA CPE tracker.

Let’s get started.

What Is the NASBA CPE Tracker?

You must have a user account with NASBA’s CPE Audit Service to use the NASBA CPE tracker. This CPA CPE tracker is designed to track and maintain all the details of your CPE.

It contains easy-to-understand video tutorials and step-by-step instructions, which will help you comprehend and use each of its features efficiently. From the steps to uploading your CPE certificates to it and entering the necessary information to submitting it to your state board of accountancy, you’ll be able to do everything efficiently using this tracker.

Here, it’s important to mention one thing that the NASBA CPE tracker doesn’t generate any CPA CPE tracking spreadsheet. Therefore, if you find it helpful to have a spreadsheet in place, you need to use a third-party solution in conjunction with this CPA tracker.

Important Things You Need to Know About This CPA CPE Tracker

Apart from letting CPAs track their CPE efficiently, the NASBA CPE tracker is designed to simplify the audits conducted by state accountancy boards. Here’re the things you need to know about this.

• If your state board participates in the ALD (Accountancy Licensee Database) of NASBA, it can use the CPE Audit Service to perform periodic audits to ensure CPE compliance of its CPAs.
• If you get selected for an audit, you need to report your CPE credits and other relevant information to your board using the CPA CPE tracker.
• To do this, you need to utilize your NASBA CPE tracker login details to go to your account.
• Once you’ve signed in to your account, you can report your CPE details to the board.

Top Benefits of Having A CPA CPE Tracking Spreadsheet

As mentioned above, while you can see all your CPE details by entering the tool using your CPE tracker login credentials, it doesn’t have any provision to generate a CPA CPE tracking spreadsheet. However, there are a couple of benefits of having a spreadsheet in place. Let’s take a look.

• You can perform CPE-related calculations efficiently

While a leading online CPE tracker like the one from NASBA comes with several useful features, you cannot use it to generate reports as per your needs or preferences. And that’s perhaps the biggest reason you need to use a third-party solution that lets you generate a CPA CPE tracking spreadsheet.

With a spreadsheet, you can perform a plethora of calculations easily. Whether it’s seeing the details of all the CPE programs you’ve taken so far, checking the years in which they were taken, verifying the fields of study of the programs, or figuring out how many CPE credits you still need to obtain to meet your CPE requirements, you can do a lot of things when using a spreadsheet.

• You can maintain a comprehensive record of your CPE

Another key benefit of using a third-party solution along with the NASBA CPE tracker to generate CPA CPE tracking spreadsheets periodically is that you can maintain a comprehensive record of all your CPE programs for many years. While state boards typically require their CPAs to maintain their CPE records for at least five years, you can keep them for a much longer period of time when using a spreadsheet.

Keeping records beyond five years may not be necessary for CPE, but it’ll be extremely helpful when your goal is to maintain a comprehensive record of your learning.

Reviewing The Importance of Using A CPA Tracker

When it comes to tracking CPE details, you can use several methods, from maintaining a physical folder and storing all your documents in the cloud to using the NASBA CPE tracker. In this section, we’ll take a close look at the key reasons you need to use a CPA CPE tracker.

• You can track your CPE with little effort

When you complete a CPE program, you must complete several tasks as soon as you can. You must note all the details of the program and the number of credits you obtained and keep the certificate of completion in a secure place.

A CPA tracker is designed to help you manage all these things efficiently and quickly. With the help of such a tool, you don’t need to worry about losing any details of your CPE. All you need to do is enter your account using your NASBA CPE tracker login details, upload your certificate of completion to the portal, and enter other relevant information. Once these things are done, you can see all these details whenever you need by entering the CPA CPE tracker.

• You can manage your certificates efficiently

As a CPA, managing the piles of certificates of completion can be overwhelming. As mentioned earlier, state boards generally want their CPAs to keep their certificates for a minimum of five years. If you lose some of them, you need to go back to your CPE sponsor and get copies.

However, when you use the NASBA CPE tracker, you don’t need to worry about this because it stores copies of all your certificates of completion. You can access them whenever you need by using the CPE tracker login credentials.

• You have acceptable proof of CPE compliance

You already know that certificates of completion aren’t the only things you need to prove CPE compliance. You also need to furnish details of CPE sponsors, the fields of study covered by them, their duration, the number of credits obtained from them, etc. in case you’re selected for an audit.

Fortunately, with a CPA CPE tracker, you can manage all these things efficiently. Once you complete a program, you need to enter all these pieces of information into the tool and they get stored in it. In the event of an audit, you can report them to your state board quickly and efficiently.

Getting Your NASBA CPE Tracker Login Credentials

So far, we’ve been discussing different aspects of the NASBA CPE tracker and the benefits of using a CPA CPE tracking spreadsheet along with it. Here, we’ll see the step-by-step process of getting CPE tracker login credentials for new users. Just remember that you can register with CPE Audit Service only after your state board agrees to participate in it.

• You’ll get a snail mail or email containing your account registration information.
• Before you start the registration process, keep your license number and account registration information readily available.
• Visit https://cpeauditservice.nasba.org/register to register your account.
• On this page, you’ll need to enter an email address that you want to use as the username of your account. You’ll also need to enter the registration code, which you received through snail mail/email, and the last four digits of your license number.
• Once you hit the “Submit” button on the page, you’ll receive an account activation email from noreply@nasba.org on the email address you provided. Ensure that emails from this address aren’t blocked or sent to Junk/SPAM folders.
• You’ll need to click on the “Activate Account” button available in the email body.
• You’ll reach the Account Creation page where you’ll need to set up your new password and MFA (multi-factor authentication) phone number.
• Here, you’ll need to enter a new password and repeat it. You’ll also need to add a phone number and select a security image.
• After adding your phone number, you’ll need to click on the “Send Code” button. You’ll receive a code as a text on this phone. You’ll need to enter it and hit the “Verify” button.
• Once your phone number has been successfully verified, you’ll need to select a security image from the available options and click on the “Create My Account” button.
• The portal will need you to verify your saved credentials with MFA. On this page, you’ll need to hit the “Configure factor” button. You’ll need to retype your phone number and click on the “Send Code” button.
• A code will be sent to your phone, which you’ll need to use to verify your account.
• Once your account has been verified, you can start using the NASBA CPE tracker.

Going forward, you can visit this page to access your account using your NASBA CPE tracker login credentials.

Key Features to Look for In an Online CPE Tracker

The NASBA CPE tracker is one of the most popular CPA CPE trackers available in the market. However, if you cannot use it for whatever reason, there are other options as well. You only need to search online using the phrase “CPA tracker” and you’ll see several options offered by different CPE sponsors.

Whatever CPA CPE tracker you want to use, make sure that it comes with these two features.

• It tracks your CPE seamlessly

Your online CPE tracker should accurately track your CPE requirements along with your deadlines. It should also automatically calculate the credits that you already obtained and display how many you still need to earn to meet your CPE requirements. This will help you get all the information at your fingertips quickly.

• It comes with a user-friendly interface

The CPA tracker needs to have a simple, user-friendly interface. After all, there’s no point in using a CPA CPE tracker that needs you to spend hours understanding its features or has complicated steps to perform your desired tasks.

On the contrary, a simple yet powerful tracker will not only make the entire process quick but it’ll also help you keep tabs on your CPE compliance.

Benefits Of Using a Third-Party Solution in Conjunction with NASBA CPE Tracker

In one of the above sections, we’ve discussed why you should use a third-party solution together with this CPA CPE tracker and generate a CPA CPE tracking spreadsheet. Here, we’ll see the benefits of using such a solution from a reputable sponsor.

• You can enjoy an efficient learning process

When you choose a third-party solution from a leading CPE provider, you can rest assured of its high quality in terms of easy-to-use interface and top-notch customer support. In the context of online learning and tracking your CPE, these things play crucial roles in determining how efficiently you can keep tabs on your compliance. Having a clear understanding of the status of your CPE is synonymous with being able to pay more attention to fulfill your requirements.

• It helps you avoid spending hours searching for necessary courses

Leading CPE providers, such as CPEThink.com, typically offer a large collection of high-quality courses covering all the fields of study that qualify for CPE. Therefore, if you find that you still need to complete some programs to meet your CPE requirements, you can choose the right ones quickly from your sponsor’s course library to fill in the gaps.

This will essentially save you from spending hours researching multiple providers, taking your pick from them, and then finding the necessary courses. When you use a third-party solution together with the NASBA CPE tracker, you can directly browse the provider’s course library and complete the programs you need.

Closing Thoughts

Hopefully, this page has provided you with all the important information you need to start using the NASBA CPE tracker confidently. This powerful CPA CPE tracker has the ability to make the whole process of tracking your CPE a simple one. From a simple user interface to robust features, it comes with everything to help you pursue CPE efficiently.

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