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CONFIGURATION AND INFORMATION FOR A SMOOTH START
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Mobility FAQs
Firm Mobility
Firm Mobility
What is CPA firm mobility?
Firm mobility allows a CPA firm to provide services in a state where it is not licensed, without needing to notify the state board of accountancy or pay a registration fee. Rule…
Firm Mobility
Why do I need to select a service to see firm mobility determinations?
State boards regulate firms differently depending on the type of service. Attest services are typically the most heavily regulated, with the most conditions and requirements. Ad…
Firm Mobility
What does it mean to tie one of my firm’s licenses to an office location?
Some states — such as Mississippi — require that the specific office location performing the work holds a license in that state, rather than just the firm overall. CPA QualityPr…
Firm Mobility
What are resident managers?
Some state boards require that each registered office location have a designated resident manager. This person may need to hold an in-state license or may have ongoing administr…
Firm Mobility
What happens if my firm doesn’t qualify for mobility in a state?
If your firm doesn’t qualify for mobility, you will need to obtain an additional firm license in that state before serving clients.
Individual Mobility
Individual Mobility
What is individual CPA mobility?
Individual CPA mobility allows licensed CPAs to provide services in a state where they are not licensed, without notifying that state’s board of accountancy or paying a registra…
Individual Mobility
Why do I need to know my CPAs’ residence jurisdiction?
CPA mobility gives out-of-state CPAs a temporary practice privilege — it’s not a substitute for being licensed where you live and work. As a general rule, CPAs should hold a lic…
Individual Mobility
What does principal place of business mean?
Each state defines “principal place of business,” but it generally refers to the location where a CPA primarily practices. In many states, this is the office to which the indivi…
Individual Mobility
What does safe harbor mean?
Safe harbor provisions allow CPAs who do not meet current mobility requirements to still qualify based on when they were originally licensed. If a CPA was licensed before a stat…
Individual Mobility
Why do I need to enter my staff’s education and experience details?
Under individual-based mobility systems, a determination is based not just on where a CPA is licensed, but on how and when they obtained that license. Many states have specific…
Individual Mobility
What happens if one of my CPAs doesn’t qualify for mobility in a state?
That CPA would need to obtain a license in that state before serving any clients.
Individual Mobility
What if a CPA holds more than one state license?
You can attach multiple licenses to an individual’s profile.
Mobility
Mobility
Does CPA QualityPro provide legal advice?
No, CPA QualityPro does not provide legal advice. While the software serves as guidance to help firms navigate the complexity of out-of-state practice, it is not legal advice an…
Mobility
Where does the information for your mobility determinations come from?
All mobility determinations in CPA QualityPro are based directly on state statutes and administrative rules. Each determination includes a citation to the specific law or rule i…
Mobility
What if I think a mobility determination is incorrect?
What to do if your interpretation conflicts with the software’s information
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