Frequently Asked Questions

Organize My CPE is an AI-powered CPE tracking software designed for CPAs and accountants. It automatically extracts course details from PDF certificates, tracks your compliance across all 51 US jurisdictions, and generates state-specific reports for license renewal.

Organize My CPE is designed for CPAs, accountants, and accounting professionals who need to track continuing professional education (CPE) credits for license renewal. It's especially useful for those licensed in multiple states.

Unlike spreadsheets, Organize My CPE automatically extracts course data from your PDF certificates using AI, knows the specific CPE requirements for all 51 jurisdictions, and generates state-specific compliance reports. No more manual data entry or researching state rules.

CPE requirements vary by state. Most states require 40 hours per year or 80 hours every two years, with specific ethics requirements. Some states like Texas require 120 hours every 3 years. Organize My CPE tracks the unique requirements for all 51 jurisdictions including ethics, A&A, and technical hours.

Organize My CPE supports all 50 US states plus Washington DC (51 jurisdictions total). Each state has unique CPE requirements, cycle types (annual, biennial, triennial, rolling), and subject requirements that we track automatically.

States use different CPE cycle types: Annual (every calendar year), Biennial (every 2 years, odd or even), Triennial (every 3 years), and Rolling (continuous 2-year or 3-year periods). We automatically track your progress based on each state's specific cycle type.

Simply upload your PDF certificate, and our AI automatically extracts the course name, credit hours, completion date, field of study, and provider. The extracted data is automatically added to your CPE tracker with over 95% accuracy.

We support PDF certificates (most common), as well as CSV and XLSX spreadsheets for bulk imports. You can also upload ZIP files containing multiple PDFs for batch processing.

You can easily edit any extracted data before saving. All fields are editable, and you can manually add courses that don't have a PDF certificate.

Organize My CPE offers a free tier with up to 5 document uploads and 1 state export. The Pro plan is just $9.99/year and includes unlimited uploads, all 51 state exports, and priority support - less than the cost of a single CPE course.

Yes! The free tier lets you upload up to 5 PDF certificates and export compliance reports for 1 state. No credit card required to start.

Yes, you can cancel your Pro subscription at any time. You'll retain access until the end of your billing period. Your data is never deleted unless you request it.

Yes, we use industry-standard encryption for all data in transit and at rest. Your certificates and course data are stored securely and never shared with third parties.

Yes, you can export your complete course history and compliance reports in CSV or XLSX format at any time. We believe in data portability.

Yes, you can delete your account and all associated data at any time from the Settings page. This action is permanent and cannot be undone.