Keep every registration and license current
Track professional licenses, regulatory registrations, E&O insurance, and client engagement renewals — with reminders before deadlines put your firm at risk.
No credit card required · Cancel anytime
Registrations that gate your ability to operate
In financial and professional services, a licence is not a credential you display — it is the legal basis on which you are permitted to work. An adviser whose registration lapses cannot advise. A firm whose state registration expires cannot operate in that state. An accountant whose licence falls out of good standing cannot sign. The work stops, and any work performed during the lapsed window is exposed to challenge.
The tracking burden is subtle because much of it is individual rather than organisational. Each adviser, accountant, or consultant holds their own licences, registrations, and continuing education obligations, on their own cycles, often across multiple states. The firm carries E&O coverage, entity registrations, and client engagement renewals on top of that.
Client contract renewals belong in the same system for a commercial reason rather than a regulatory one. An engagement that lapses without renegotiation is revenue that quietly stops, and an auto-renewing agreement that passes its cancellation window is leverage lost.
Sound familiar?
- A professional license or registration lapses and halts client work
- E&O insurance renewal slips and leaves the firm exposed
- Client contract renewals pass silently and revenue leaks
- An audit requires proof of current registrations you can't assemble fast
Built for regulated professional practice
Individual and firm-level tracking
Track each professional's registrations alongside firm-wide policies and entity registrations in one dashboard.
Remind the licence holder directly
Assign registrations to the individual so reminders reach them personally, since most renewals must be completed by the holder.
Continuing education deadlines
Track CE and CPD requirements with long lead times, so credit hours are completed before the compliance deadline rather than after.
Contract renewal windows
Track client engagement and vendor contract dates so auto-renewals and cancellation windows are decisions rather than surprises.
Custom fields for registration detail
Record registration numbers, jurisdictions, and regulator references as structured fields on each record.
Audit trail and reporting
An append-only record of every change, plus dated exports for compliance reviews and regulatory examinations.
Every registration, policy, and agreement
- Professional licences
- CPA, legal, advisory, and consulting licences renewing on jurisdiction-specific cycles.
- Regulatory registrations
- Individual and firm registrations, including state-by-state registrations for multi-jurisdiction practice.
- E&O and professional indemnity
- Coverage that must remain continuously in force, with the certificate attached to the record.
- Continuing education requirements
- CE and CPD credit deadlines per professional, tracked with enough lead time to complete them.
- Client engagement renewals
- Engagement letters and service agreements with renewal and cancellation dates that affect revenue.
- Entity and business registrations
- Corporate filings, business licences, and registered agent renewals for the firm itself.
For every kind of professional firm
Financial advisory and wealth management
Track adviser registrations across states alongside firm-level compliance obligations.
Accounting and tax practices
Manage CPA licences, CE requirements, and engagement renewals in one place.
Legal practices
Keep bar admissions, CLE requirements, and professional indemnity coverage current.
Insurance brokerages
Track producer licences across states along with carrier appointments and E&O coverage.
Track every professional obligation
Frequently asked questions
Can we track registrations across multiple states?
Yes. Create a separate tracked item per state registration, using custom fields to record the jurisdiction and registration number. The dashboard is filterable and searchable, so you can view all registrations for one professional or all registrations in one state.
Can individuals be reminded about their own renewals?
Yes. Each item can carry the professional's email address so reminders reach them directly alongside the compliance team. This matters for registrations and continuing education, which usually must be completed by the individual rather than administered centrally.
Can we track continuing education deadlines?
Yes. Track CE and CPD requirements as items with their own deadlines and long lead times, so reminders arrive while there is still time to complete credit hours rather than in the final week.
Does it help with client contract renewals?
Yes. Track engagement letters and service agreements with their renewal and cancellation dates. Reminders ahead of a cancellation window mean auto-renewals become a decision you make deliberately rather than one that happens by default.
What audit evidence does ExpiryLedger keep?
ExpiryLedger maintains an append-only audit trail recording every change — who created, renewed, archived, or uploaded to each record, and when. Records cannot be edited or deleted, and the trail is exportable as CSV alongside dated status reports.
Is our data isolated from other customers?
Yes. Access is enforced at the database level through row-level security tied to organisation membership, so records are only ever visible to members of the organisation that owns them. Data is encrypted in transit and at rest, and you can export or delete it at any time.
Stop tracking renewals in a spreadsheet.
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