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New CPE Assistant from CCH Speeds CPE Recordkeeping

Wednesday, May 05, 2010   (0 Comments)
Posted by: Boomer Consulting, Inc.
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There’s a new complete online management tool from CCH that cuts the time and cost of keeping CPE compliance records. CCH’s CPE Assistant™ monitors the progress of individual CPAs against their CPE requirements and provides regular e-mail reminders on CPE status and suggested next steps. CCH, a Wolters Kluwer business, is a global leading provider of tax, accounting and audit information, software and services (CCHGroup.com). 

“It can be difficult to make sure that the CPAs in a firm have fulfilled their CPE requirements,” said Product Manager Michelle Robin. “We designed CPE Assistant to provide a single, simple-to-use tool that records each person’s CPE credits – from the CCH Learning Center or any other source – and tracks progress against CPE requirements.”

CPE Assistant identifies CPE rules and requirements for the 50 CPA regulatory bodies that mandate CPE. It calculates limits on training formats and topics, monitors CPE hours completed against total hours needed, stores CPE certificates for easy retrieval and print, and much more.

CPE Assistant allows individuals and administrators to:

  • Show hours completed against hours needed in reporting period for each jurisdiction tracked;
  • Calculate limits on training format and topics, minimum requirements and carryover credit;
  • Receive e-mail reminders on CPE status;
  • Provide personalized recommendations to meet unmet requirements for CCH self-study courses; and
  • Produce reports by jurisdiction, CPE deadline, field of study and delivery method.

CPE Assistant automatically populates CCH Learning Center data into individual records, saving valuable time since no data entry is needed. It’s also easy to enter new training that is not part of the CCH Learning Center. A template speeds entry of the title of the training, completion date and the sponsor, format, jurisdiction and the amount of CPE credit.

“Whether the responsibility for CPE compliance falls solely on the individual or is shared with an administrator, CPE Assistant eases that burden and makes tracking progress and requirements simple and easy,” Robin said.

For More Information

For more information on CCH’s new CPE Assistant, visit cch.learningcenter.com/cpe_assistant or contact a CCH sales representative at 1-800-449-8114.

About the CCH Learning Center

The CCH Learning Center (CCHLearningCenter.com) offers more than 280 online self-study courses to help professionals increase their proficiency in core topics and emerging issues, all while earning valuable CPE credits.

About CCH, a Wolters Kluwer business

CCH, a Wolters Kluwer business (CCHGroup.com) is the leading global provider of tax, accounting and audit information, software and services. It has served tax, accounting and business professionals since 1913. Among its market-leading solutions are The ProSystem fx® Suite, CorpSystem®, CCH® IntelliConnect™, Accounting Research Manager® and the U.S. Master Tax Guide®. CCH is based in Riverwoods, Ill.

Wolters Kluwer is a market-leading global information services company. Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance, and healthcare rely on Wolters Kluwer’s leading, information-enabled tools and solutions to manage their business efficiently, deliver results to their clients, and succeed in an ever more dynamic world. Wolters Kluwer has 2009 annual revenues of €3.4 billion ($4.8 billion/£3.0 billion), employs approximately 19,300 people worldwide, and maintains operations in over 40 countries across Europe, North America, Asia Pacific, and Latin America. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.


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