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…
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…
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…
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…
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…
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…
What to do if your interpretation conflicts with the software’s information
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…
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…
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…
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…
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…
How CPAs licensed under older pathways might still be able to practice freely in states without safe harbor — and why firms need tools to keep up with nuances like these.
By CPA QualityPro Team
Read articleWhat do the changes in CPA mobility and licensure mean for CPA firms?
By CPA QualityPro Team
Read articleA compliance guide to understanding why CPA mobility was never meant to replace proper licensure — and how mismatches between where your CPAs live, work, and hold licenses can quietly put your firm out of compliance.
By CPA QualityPro Team
Read articleState CPA licensure and mobility changes are creating staff-level compliance questions firms need to ask candidates and existing CPAs now.
By CPA QualityPro Team
Read article2026 CPA licensing changes are shifting firm compliance from renewal tracking to qualification, mobility, and assignment risk management.
By CPA QualityPro Team
Read articleThe CPA licensure reform wave is creating a state-by-state compliance map across pathways, mobility guardrails, safe harbors, and effective dates.
By CPA QualityPro Team
Read articleObtaining and maintaining CPA licensure is becoming more complex for both firms and individual CPAs. Here is where the risk is growing and what teams need to track.
By CPA QualityPro Team
Read articleA deep dive into the new 120-credit CPA licensure pathway, unpacking mobility rules and critical pitfalls to help students and early-career accountants make informed decisions about their path to becoming a CPA.
By CPA QualityPro Team
Read articleWith CPA mobility rules now varying across 55 jurisdictions and alternative licensure pathways adding new complexity, Lindsay Patterson joins The Accounting Podcast to explain what firms must know to avoid costly compliance mistakes when their CPAs work across state lines.
By CPA QualityPro Team
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