The Future of CPA Firm Compliance

Streamlining CPA firm license management. Available June 2025.

Easily Upload, Organize, and Track Licenses

Drag and drop your firm’s license records directly into CPA LicensePro. The system automatically matches each document to the correct entity, identifies missing information, and highlights upcoming renewals — all in seconds.

Protecting CPA Firms

Increasingly Complex Compliance Requirements

CPA LicensePro is a cloud-based software solution that automates and streamlines CPA firm license registrations, renewals, and compliance tracking across all 55 U.S. jurisdictions.

Compliance Complexity

55 jurisdictions each with unique rules, deadlines, and processes. Changes in the 150-120 licensure rule will further complicate cross-border practice rights.

Non-Compliance Risk

High risk of missed deadlines, unrecognized licensure, and errors in manual data entry can lead to penalties, lost revenue, and reputational damage.

Inefficient Tools

Most firms still rely on spreadsheets and manual workflows. Fragmented processes create redundancies and confusion.

Real-world Pain Points Addressed

CPA Firm License Compliance Made Simple

CPA firms need to pay close attention to each state’s evolving regulations and carefully validate the licensure credentials of their personnel, ensuring they meet the relevant requirements for practice privileges and firm registration. LicensePro is the one place to research and resolve your registration questions.

Reduces Compliance and Spreadsheet Risk

Eliminates the need for multiple spreadsheets and manual tracking. Automated alerts & reminders ensure firms never miss a renewal deadline or mandatory notification.

Key Features

Centralized License Documentation Storage

Keep the paperwork at your fingertips and enjoy cognitive offloading, as CPA LicensePro tracks due dates and reminds users when a license is due for renewal.

Key Features

Features Designed for CPA Firms of Every Size

Comprehensive coverage across 55 U.S. jurisdictions, including specific rules, deadlines, and application procedures. Replace inefficient, error-prone manual methods with a centralized system for tracking license data, renewal deadlines, jurisdiction-specific requirements, and firm-level compliance status.

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Key Features

User Friendly Features

Comprehensive Tracking,
Intuitive Workflows & Relevant Notifications

Centralized License Repository eliminates the need for multiple spreadsheets and manual tracking.

Coming Soon

Individual CPA Mobility Tracking

State-to-state mapping to show where individual team members can practice under evolving substantial equivalency laws.

For CPAs by CPAs

The CPA LicensePro Team

CPA LicensePro is built by a team that uniquely blends regulatory insight, deep industry experience, and proven tech leadership—bringing together a former CPA firm partner and state board member, a global marketing executive with roots in the accounting profession, and a veteran B2B technology builder.

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Lindsay Patterson, CPA, CIA

Co-Founder & Co-President

LinkedIn Bio
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Joe Maffia, CPA

Co-Founder & Co-President

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Scott Bane

Chief Technology Officer

LinkedIn Bio

“Our State Board failed to notify us that our firm license had expired, leaving us in a difficult situation.

We had always relied on them for timely reminders, but unfortunately, that notification never came. Had CPA LicensePro been available at the time, we would have had a proactive solution to track our registration and receive timely alerts, preventing unnecessary disruptions to our practice. The ability to manage firm licensing with automated reminders and compliance tracking is exactly what CPA firms need to stay ahead of regulatory requirements. CPA LicensePro is an invaluable tool for firms looking to avoid compliance pitfalls and ensure seamless operations.”

Avi

Partner at a CPA firm specializing in co-op audits

Subscription Plans

Best-Fit Plan for your Firm

An all-in-one dashboard for CPA firms to track, manage, and stay compliant,
minimizing regulatory risks and protecting reputation.

Local Firms

Ideal for firms working in a single jurisdiction.

  • Basic Dashboard
  • Enter or Import data
  • Store Applications
  • Basic Alerts
  • Up to 3 Jurisdictions
  • Single Firm per Account
Inquire About Local Plans

Regional Firms

Perfect for medium to large firms operating in a region with multiple jurisdictions.

  • Enhanced Dashboard
  • Alerts & Reporting
  • Reciprocity Map
  • Text / SMS Notifications
  • Up to 10 Jurisdictions
  • 2 Firms per Account
Inquire About Regional Plans

National Firms

For large firms and firms looking to expand across many jurisdictions.

  • Full Dashboard w/ Firm Health Score
  • Unlimited Custom Fields
  • Custom Reports
  • State Tax Registration Information
  • State by State Application Checklist
  • Up to 20 Jurisdictions
  • 7 Firms per Account
Inquire About National Plans