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Accounting

Tallie Users Can Now Receive CPE Credits

Professional accountants using the cloud expense management system Tallie can now earn continuing professional education credits through Tallie training sessions.

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Professional accountants using the cloud expense management system Tallie can now earn continuing professional education credits through Tallie training sessions.

The company has been accredited by NASBA to deliver continuing professional education credits, which means practitioners can complete the Tallie Certification course offered at the company’s headquarters or requested on-site client locations, and receive up to 7 CPE credits in Computer Science. Tallie Certification focuses on mastery of Tallie for account administration and management with training tools for employees and clients. It comprises of 3 NASBA-certified courses: Tallie Mobile Pro (1 CPE hour), Tallie Expense Pro (1 CPE hour), Tallie Accounting Pro (5 CPE hours).

“It’s great to see Tallie roll out a CPE program that enables accounting professionals to learn about one of the best cloud-based efficiency tools available today and immediately automate one of the most tedious and time consuming activities in the accounting profession,” said L. Gary Boomer, CEO of Boomer Consulting Inc.

The certification costs $200 per attendee and no prerequisites or advanced preparation are required. CPE certification may also be delivered as part of the Tallie Key Program – the company’s advanced strategic consulting and dedicated support services.

Upon successful completion of the course, participants will be emailed their certificate within two business days.

To enroll in the course or to learn more, visit the Tallie Certification Program.

“We are very pleased to offer our CPE program to help educate industry professionals on how mobile efficiency tools such as Tallie can greatly benefit accounting professionals’ productivity with a robust process and controls, “ said Chris Farrell, CEO of Tallie. “Our blend of industry leading customer service and accounting roots make us uniquely suited to deliver a top notch program for professionals to earn their required CPE credit.”

Since its launch, Tallie has received widespread endorsement and awards from the Accounting industry. It is the first and only comprehensive solution providing the following combination of benefits:

  • Submit and approve expenses in seconds. Employees’ receipt photo is scanned for date, merchant and dollar amount data and is automatically populated in Tallie, minimizing data entry and eliminating errors.
  • The only expense report software with automated features: expense smart-categorization, duplicate detection and credit card and receipt auto-match.
  • Custom, automated policy and approval controls: In-process policy violation alerts to employees, managers and approvers. Customized, multi-tiered approval chains. Approve expense reports online or directly from email.
  • Complete, seamless accounting and bill pay integration: Tallie automates 90% of back-end accounting data entry. Key expense data and receipt documentation are sent to accounting and bill pay systems and updates are synced immediately.