Get Tallie Certified. Earn valuable CPE.

Now offering in-depth training courses for the mastery of Tallie's expense report software.

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Tallie Expense Report Software Certification

Spend a day learning from a Tallie Product Expert. Students will gain knowledge critical to delivering more advanced accounting services to their clients.

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Benefits

Tallie's qualified CPE instruction allows CPAs to enhance their practice portfolios with the knowledge and skills gained through Tallie Certification.

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Tallie Certification

Upon completion, students will receive Tallie Certification, which includes a unique badge for displaying their advanced industry qualifications in promotional material.

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Courses Included

Tallie Certification comprises three CPE-earning courses: Tallie Mobile Pro, Tallie Expense Pro, and Tallie Accounting Pro.

Become Tallie Certified while earning CPE.

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Tallie Product Experts provide students with professionally branded instructional materials which can be shared with colleagues and clients.

Continuing Professional Education Courses Offered By Tallie

All three courses listed below are currently included in the comprehensive Tallie Certification one-day program. Please complete the Interest Form on this page to begin the registration process. For information regarding administrative policies, such as complaint, refund, and cancellation please contact us at +1.800.592.5144.

Tallie Mobile Pro
  • Students will learn to capture receipt images using Tallie mobile apps, generate expense reports on mobile devices, and identify the differences between the features of the Tallie iOS and Android apps.
  • No advance knowledge or preparation is required. Familiarity with QuickBooks Desktop, QuickBooks Online, Bill.com, Intacct, and/or NetSuite is a plus.
  • Students will receive 1 CPE credit hour in the NASBA Computer Software + Applications field of study.
  • Class Format = Group-Live
  • NASBA Program Level = Basic
Tallie Expense Pro
  • Students will identify the 5 core methods of generating expenses in Tallie, complete the steps of expense report submission and approval, outline the basic receipt processing methodology of Tallie, and identify tools for fraud control in Tallie.
  • Completion of Tallie Mobile Pro course is required. Familiarity with QuickBooks Desktop, QuickBooks Online, Bill.com, Intacct, and/or NetSuite is a plus.
  • Students will receive 1 CPE credit hour in the NASBA Computer Software + Applications field of study.
  • Class Format = Group-Live
  • NASBA Program Level = Intermediate
Tallie Accounting Pro
  • Students will describe the methodology of Tallie accounting and bill pay integrations, identify accurate accounting data mapping methodologies, configure flexible approval workflows, describe the flow of expense data into destination systems, become familiar with the Tallie billing process and describe the affiliate services available to accountants who use Tallie.
  • Completion of Tallie Mobile Pro and Tallie Expense Pro courses is required. Familiarity with QuickBooks Desktop, QuickBooks Online, Bill.com, Intacct, and/or NetSuite is recommended.
  • Students will receive 5 CPE credit hours in the NASBA Computer Software + Applications field of study.
  • Class Format = Group-Live
  • NASBA Program Level = Advanced

Tallie, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

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Begin the registration process and learn more about Tallie Certification Courses.