CPA license management solutions provider
The software provides mobility mapping allowing users to determine where each firm and CPA can work, as well as which engagements may require notice, registration or additional steps. It can track firm registrations, renewals, requirements, deadlines and jurisdiction-specific nuances in one place. The platform also provides proactive reminders for firm license renewals, expirations and jurisdiction changes. Users can access this information via a compliance dashboard that gives firm-wide visibility into licensing, registrations and mobility with actionable insights for leadership and engagement teams. Finally, the platform has centralized documentation for internal and external reviewers.
“Licensure and mobility rules have become increasingly complex, especially for firms operating across multiple states,” said Lindsay N. Patterson, co-founder and CEO of CPA QualityPro. “We built this platform so that firms can confidently manage their compliance obligations without relying on manual tracking or fragmented systems.”
The company developed the mobility platform in cooperation with several state CPA societies, including the Washington Society of CPA, the Florida Institute of CPAs, the Georgia Society of CPAs and the Illinois CPA Society.
Officially launched
To introduce the new mobility functionality, CPA QualityPro will host a live multi-firm product demo at noon ET on Wednesday, Dec. 3. Attendees will receive a walkthrough of the platform and learn how firms can use the system to streamline compliance for 2026 and beyond.
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