The Arizona State Board of Accountancy (Board) is pleased to announce the
release of its portal which represents the exciting completion of the first of
many milestones to modernize the Board’s operations and improve services to its
customers. The portal, currently in its infancy, provides services for online
renewals, and sole practitioner firm registration if applicable as part of the
online renewal, as well as CPE tracking. The system currently can be used by
registrants with full two year term renewals. The system cannot be used by
registrants, who have recently been certified and have a prorated renewal period
and prorated CPE requirements, however, the system is being enhanced to
accommodate these registrants in the near future. The portal is being
strategically designed as an online account that will be unique to each and
every customer of the Board whether they are an applicant to sit for the uniform
CPA exam, a certification candidate, or a registrant already regulated by the
As the Board continues its modernization efforts, the services in the portal
will continue to grow. For example, in the future the portal will include other
online applications or a quick and convenient place to update a name or address
with a few simple steps. These changes help the Board work smarter and more
efficiently, improve regulation, and provide a more flexible and convenient
customer service experience.
During the summer, CPAs will receive a letter with an account number and
password which will require that the portal be used for renewals and CPE
tracking. Please be patient if you learn that another CPA has received this
information and you haven’t. The mailing will be a large endeavor for Board
staff and may be staggered over several weeks to complete.
The following delineates a few of the highlights of the new business processes
that are both advantageous to the Board and its customers and provide a win-win
Registration Renewal/Sole Practitioner Firm Registration
- Provides customized forms that are dynamic based
on individual responses.
- Take a break and continue at a later time as entries
are saved as you go.
- MasterCard and Visa are accepted. Checks and cash are
still accepted by mail or in person after the renewal is
completed online and printed.
- E-file helps registrants avoid being late by ensuring instant
delivery and by saving time from mailing or hand delivery.
All available renewal options (e.g., inactive, fee and continuing
professional education (CPE) waivers) are presented and fully described
to help CPAs make the most informed decisions about their license.
Compliance and Efficiency
- Built-in help is always available for further clarification or guidance without having to call, email or wait until the Board’s office is open. Of course, Board staff is available to provide
personal assistance during business hours, if needed.
- The online renewal form integrates all the related forms that previously had to be downloaded separately, providing a one-stop experience.
- A confirmation receipt is emailed after the renewal is received and paid online.
- Immediate validation of requirements ensures that renewals are complete and accurate before the renewal can be accepted.
- No lost or misplaced paperwork. The renewal is accessed through the Internet via a secured account number
Continuing Professional Education List
Since the web based model is replacing the paper based renewal and Excel CPE reporting forms,
all CPAs should access the portal and begin to track their CPE online even if their renewal
won’t be due for some time. The biggest transition issue with changing business processes
relates to CPE tracking, especially for those registrants whose renewals are due shortly
and may have already used the Excel CPE form to record their CPE. The recording of CPE
online is a one time transition issue but can be minimized for those CPAs that use the
CPE List portal application sooner rather than later. The sooner CPAs begin to use the
portal to track CPE, the more streamlined their next renewal will be as they will
minimize the need to reenter data. Additionally, two new fields including sponsoring
organization and location of program have been added to the required tracking elements
so the old form is obsolete by way of required content.
The transaction list is a feature where CPAs can find copies
of their most recent online transactions with the Arizona State
Board of Accountancy. The Board of Accountancy is undergoing a
multi-year modernization effort and over time other online transactions
will be added to the portal. However, the transaction list for the
time being will only include copies of your online renewal.
As such, if you lose your hard copy and need to print another
copy for your files then one can be found in your account under the transaction list button.
The Board has received positive reviews during the roll out of this new business
process. The online renewal has a survey to collect feedback to support the Board's
effort to better serve its customers through continuous improvement. The Board hopes
that CPAs enjoy this new process, and looks forward to hearing from them about their