Tallie First Expense Management Solution to Offer CPE

News Highlights:
Tallie now accredited by NASBA to deliver Continuing Professional Education (CPE, or in some states Continuing Education/CE) to Certified Public Accountants

Tallie Certification reflects the company’s longstanding commitment to the CPA community.

SAN FRANCISCO, CA — January 22, 2015 — Tallie, the leading SaaS expense management innovator, announced today that its clients can now earn continuing professional education credits through Tallie training sessions.

Starting immediately, 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.

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About Tallie

Tallie is the leading SaaS expense management innovator and enabler of the complete cloud-based accounting ecosystem. In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, it has developed mobile expense report solutions for comprehensive data capture, intelligent transaction categorization, robust approval controls and seamless software integration. Tallie was recognized for technology leadership by: CPA Practice Advisor, The Sleeter Group and Inc. Magazine. The company currently serves more than 3,000 business customers with more than 100,000 active paying users. www.tallie.com


Waggener Edstrom Communications