CPE Reporter

CPE Reporter is an affordable, easy-to-use program for tracking Continuing Professional Education (CPE) credits. Whether your firm has only a single office or is a large international firm with branch offices around the globe, CPE Reporter can solve your credit tracking needs once and for all.

Use it to track CPE and CME credits for accountants and professionals in your company..

Continuing Professional Education CPE credit tracking, CPE credit compliance checking and CPE credit reporting solution - the easy way to track CPE credit and CPE seminar information for hundreds of professionals. Track credits for the Boards of Accountancy, AICPA, IRS Enrolled Agents, Certified Internal Auditors (CIA), etc.

CPE Reporter Capabilities
  • Track CPE credit and seminar information for an entire law firm.
  • Track credits for employees in different states.
  • Identify teaching credits.
  • Track seminar attendance and sponsor information.
  • Track seminar fees and expenses.
  • Archive old CPE credit information.
  • Track credit compliance for multiple states.
  • Complete statistics to measure your firm's professional development efforts.
  • Complete program documentation and on-screen help.
  • User-friendly menu system.
  • Multi-user system.
  • U.S. government section 508 compliant. (see Voluntary Product Accessibility Template)

Below is the type of information you can track.

Employee Information:
  • Office location
  • Practice group
  • State Registration Numbers
  • Licensed in other States
  • Seminar attendance and expenses
  • CPE credits by type, by source and by State
  • Date passed state or association exam, date-of-birth, e-mail address.
CPE Credits
Track up to 7 types of CPE Credits: - Easily add more types as needed.
  • General Credits
  • Ethics
  • A & A
  • Technical Business
  • Behavioral
  • Gov A & A

This example list of CPE credit types is for CPAs. You may enter your own list of credit types to track. CPE Reporter can track up to 7 different credit types. This is where you would track your CME credits.

Track Source of Credits
(Up to 7 credit sources)
  • In house
  • Outside
  • Self Study
  • Carryover
  • E-learn
  • etc

CPE Reporter provides a complete breakdown of the source of credits. Use up to 7 different credit sources as needed.

Use different credit sources to show required seminars for new employees, make a distinction between course preparation time and presentation time, etc, etc.


Track CPE Credits for multiple states.

CPE Reporter can track credits for other states using the same or multiple databases. Have separate databases for each state where you need to track and report CPE credits. You can configure each database separately to match your credit reporting requirements.
Seminar Information
  • Track upcoming CPE seminars.
  • Create reports of upcoming seminars.
    (No need to search through all of the brochures.)
  • Search for a specific seminar. (both future and attended).
  • Avoid retyping seminar information.
    (Seminar information can be copied to the CPE Credit Reports.)
  • employee attendance reports - show what seminars an employee attended.
  • Seminar attendance reports - show what employees attended a seminar.
  • Import seminar information from text files.
Sponsor Information
  • Sponsor web site addresses
  • Telephone numbers
  • Sponsor contacts
Sponsor Reports will show:
  • How much did we pay each sponsor?
  • What employees attended what seminars from what sponsors?
  • What sponsor was visited most often?
  • How many CPE credits were earned from each sponsor?
State Requirements: CPE Reporter is easily configured to match your state MCPE credit requirements.

CPE Reporter can:
Assign all employees the same reporting date, or
Divide employees into different compliance groups (max 5), or
Assign each employee their own reporting date.

Use different MCPE requirements for new and senior employees.
Maintain multiple databases for your branch offices.
Provide detailed statistics to help measure your firm's professional development efforts.
CPE Reporter Reports:

CPE Reporter provides reports for the following areas:

  • Employee reports
  • CPE credit reports
  • Sponsor reports
  • Seminar reports
  • Statistics reports
Program Requirements:
  • CPE Reporter is a Microsoft® Access database application.
  • Requires Microsoft® Access 2000 or higher. Or the Access runtime.
    (you can download Access 2003 runtime here)
  • Runs on Windows XP, Vista and Windows 7..
  • Requires 12 MB (Megabytes) of disk space and 64MB RAM.
  • Can run on a network to allow multiple users.