CPE Tracking and Management Software

Based on our proven technology and first developed in 1995 as the first Windows based CPE Tracking Software and is currently used to track tens of thousands of accountant's CPE requirements across the USA.

Currently, our clients range from sole practitioners to thousand employee firms/organizations all using our software to track their CPE requirements.

Our program stores your employee and course data on your firm's network/computer. No data is stored online.

We are a registered Microsoft Partner and utilize their latest technologies.

Supports all 50 states (including individual employee CPE periods for states such as AZ, CA, FL, TX), governmental, AICPA, multiple compliance periods, PCAOB, CFE, CFP, AVA and all other requirements.

Tracks prorated credit requirements.

Enforces limits on types of courses.

Tracks carryover credits.

A true Windows product Windows 2012-2021, 7-11 compatible and single or multi-user capable.

Internet capable by using Microsoft Terminal Server (RDP) or Citrix Server.

Easily email each employee their own summary or detail credit report.

The system can generate carryover credits for applicable CPE categories.
Extremely simple to use and highly flexible.

Maintains a master sponsor list.

Able to track 47 different user defined categories and requirements.

Easily roll forward categories for next period's requirement.

Define common types of courses to quickly add CPE credits to multiple categories.

Quick Web Links to state societies for updated CPE/CLE license requirements.

Able to track unlimited course types, CPE period maximums, disallowed credits and partial credits for certain types of courses (ie. self study where applicable).

Lifetime licensing for this software; NO required annual licensing fees.

Several dynamic summary print routines, allowing one to select print categories that fulfills your needs.

Interactively review reports on the screen.

Utilize a Learning Path System to track and manage employees planned learning.

Reports outlined in a very simple and basic fashion making them easy to comprehend and easy to follow.

Quick at a glance report that lists all employee credit deficiencies.

Send out alerts to employees regarding upcoming courses and credits remaining to complete category requirements.

Tracks future and approved/unapproved courses.

Quick and easy access to information at all times.

Able to change credit requirements on an individual basis if they differ from default credits.

Store unlimited number of CPE years of data for archival purposes.

Used by countless accounting firms nationwide to track state CPA licensing requirements.

Quick deletion options to remove courses, categories, and employees.

Create various reports in PDF format capable of being viewed and stored outside the program.

Prints out California CPE License Report, NJ Summary Audit Report along with course supplemental schedules which can be attached to other states licensing reports.

This program was designed with national peer reviewers to make peer reviewing of CPE requirements a snap.

Eliminates repetition by entering information only ONCE!

Easily calculate credits for instructors.

Supports tracking of CPE costs per employee for any specified period of time.

Comes with multimedia training guides as well as a detailed instruction manual.

Make and print your own CPE Certificates, Evaluation Forms, Sign in sheets, Name tags for courses your firm sponsors.

Links to individual scanned in certificates and course information.
Guaranteed to make tracking your CPE much more efficient and accurate.
Call today for a more information or to place an order.
5 employee version $40, 10 employee version $80, 20 employee version $150,
Unlimited employee version $350, Additional site license $100, Plus applicable sales tax.

Receive a no risk 30-day free trial by calling us at (973) 956 - 2937 or clicking the order software tab and filling in the form.
Call Harraka Intellectual Software Corporation at (973) 956 - 2937 or complete the form below for more
information.