I’m excited to announce that LCvista has acquired CPA QualityPro, a leading provider of license management and state mobility solutions for the accounting profession.
This acquisition comes from listening to our customers. Again and again, firms told us the same thing: they need a scalable way to understand whether their firm and their people are ready to practice right now, for this client, in this state.
Why? As firms grow across geographies and service lines, the answer increasingly determines which opportunities they can confidently pursue to support that growth.
At LCvista, our goal is to help firms answer that question definitively, ensuring their people are eligible to practice from a compliance perspective and equipped with the right expertise to deliver for their clients.
That’s what we mean by professional readiness.
Professional readiness brings together three critical dimensions:
- Ensuring CPE compliance across the firm's workforce
- Driving goal-oriented learning that builds both individual and firm capabilities
- Managing licensure and mobility so professionals can be deployed wherever clients need them
Until now, these areas have too often lived in disconnected systems and processes. As a result, firms lack a clear, real-time view of readiness at both the individual and firm level. That creates risk.
At the same time, licensure and mobility requirements have become more complex. They vary by state. They have been changing frequently. They are also becoming harder to interpret as alternative pathways introduce more variation in how requirements are met.
When firms operate across jurisdictions, the risk increases. Small uncertainties can turn into real exposure, especially as firms grow or take on new types of work.
Many firms are still relying on spreadsheets, email, or narrow point solutions. As a result, basic questions are harder to answer than they should be.
Are our people authorized to do this work? Is the firm fully covered in this state? Can we take on this client without introducing risk?
That’s why CPA QualityPro is such a natural fit with LCvista.
LCvista already enables customers to set firm-wide policies for individual licenses and trigger remediation processes to ensure their people are eligible to practice. CPA QualityPro adds specialized expertise and purpose-built capabilities for firm license management and state mobility tracking so firms know exactly who can practice where.
Together, LCvista and CPA QualityPro provide a single source of truth for readiness across both individuals and the firm as a whole.
For the first time, firms can clearly understand:
- An individual’s readiness to practice—both overall and in a specific state
- The firm’s readiness to operate and remain compliant across jurisdictions
- Whether the firm can pursue and staff client work in a given state with confidence that all requirements are fully satisfied
This matters because firms can’t fully capitalize on their talent or pursue new opportunities if they aren’t confident they can deploy their people where and when the work exists.
Lindsay Patterson, CEO of CPA QualityPro, put it this way:
CPA QualityPro has always focused on helping firms navigate the complexity of licensure and mobility with confidence. What we consistently hear from clients is that this challenge doesn’t exist in isolation—it sits alongside CPE and broader compliance. By joining forces with LCvista, we can bring those pieces together and give firms a more complete and practical way to manage readiness as they take on new work and deploy their people.
I’ve had the opportunity to get to know Lindsay and the CPA QualityPro team for the past several months. I’ve been genuinely impressed by their expertise. Combining CPA QualityPro’s depth in licensure with LCvista’s CPE expertise allows us to give our customers a fuller picture of readiness than any other solution.
We also see how consistently firms struggle to keep up with the licensure and mobility requirements that underpin readiness. That is one reason state CPA societies in Florida, Georgia, Illinois, and Washington chose to invest early in CPA QualityPro. As WSCPA President and CEO Kimberly Scott, CAE noted to me:
Our members are navigating a regulatory landscape that continues to evolve year over year. Licensure and mobility rules are not static, and even firms operating nationally need to stay closely aligned with how requirements are changing across states. As an organization, we see firsthand how difficult this is to manage without the right systems and controls in place. In many cases, firms do not realize where they have gaps until they are already exposed.
By bringing CPA QualityPro into LCvista, we are extending our platform to meet accounting firms’ professional readiness needs more completely. We’re helping firms not only stay compliant, but operate with greater clarity, confidence, and control as they grow.
