Certemy Renewal Instructions
Log into Certemy link here Click the Link for detailed Instructions
Make sure you are on the “My Credentials” tab. Click on CPA Exam Licensure, CPA Substantial Equivalency or CPA Grade Transfer whichever is displayed on your screen.
Four Steps will populate on the right-hand side of your screen, start at the top with Step One the License Registration and work your way down to Step Three the Payment. Step Four the Administrative Review will be completed by the Board Staff. All steps must be completed and approved before your renewal is complete.
If you check the box that you do not hold out for public accounting your renewal will be approved and your registration will be complete for the year.
For those licensees who hold out there is another credential in your Certemy account entitled Continuing Professional Education. You will upload your CPE worksheet to Certemy.
1. Accessing Your Account
To begin reporting your Continuing Professional Education (CPE), you must first access your account by
locating your renewal reminder email or by logging directly into the portal at ndsba.certemy.com. If you are
using the email, locate the blue button labeled 'GO TO CERTEMY' and click it to proceed directly to the login
page. When the portal loads, enter your registered username and password to gain full access to your
account dashboard.
2. Locating and Downloading the CPE Worksheet
Upon successful login, you should automatically land on the 'My Credentials' page, which serves as your
main dashboard. Review the options presented on the right side of the split screen, and select the phase
labeled 'Continuing Professional Education.' Clicking this phase will trigger a new box to pop up, which
contains a crucial blue link. This link provides access to the required 'CPE Worksheet' spreadsheet template.
3. Preparation and Data Entry in Excel
After clicking the worksheet link, the template will open. In the upper right corner of the document view, click
on 'File,' scroll down the menu to select 'Download,' and choose 'Microsoft Excel (.xlsx)' as the file format.
The file will download directly to your computer. Once the spreadsheet opens, you must click 'Enable Editing'
in the top bar before you can input data.
4. Completing and Saving Your CPE Log
When you can edit the spreadsheet, begin by entering your full name in the designated field. Then, start
inputting your CPE information, ensuring you complete all required columns: Date of Activity, Type of Activity
(using the dropdown menu provided), # of Hours, Title of Activity, and Activity Sponsor/Provider. In addition to
the main log, ensure you accurately complete the separate section to the right detailing your 3-year running
totals for both CPE and Ethics. Once finalized, save the spreadsheet to your Desktop.
5. Uploading Your Completed Worksheet
When your worksheet is saved, return to Certemy and click 'Complete Now' in the CPE box. A new interface
will appear, allowing you to click 'Browse' to locate and select the completed worksheet from your desktop.
Once the correct file is selected, confirm the submission to finalize this phase step.
6. Completing the Attestation
The next step is the Attestation. Click the 'Attestation' phase to open it, read the statement, and check the
box labeled 'Yes.' Provide your final signature in the box, then click 'Submit' and 'Confirm' to lock in your final
submission.
7. Verification and Final Status
Your submission will be forwarded for verification, and its status will show as 'Pending' while it awaits review.
Do not assume your report is completed until it has been formally accepted by an administrator. If it remains
pending for more than two weeks, please contact pdemaster@nd.gov. Once verified, you will receive an
email confirmation, and your dashboard will mark the step as 'Completed.'
Once the CPE step is approved your new license card will be generated. Your Receipt for your Registration and License card are located on the My Digital Wallet tab. You can download and print it at your convenience. If your new license card is not in your digital wallet your renewal is not complete. You may need to contact the board at pdemaster@nd.gov for assistance.
It is your responsibility to keep track of your own records. The Board suggests you keep continuing education records for at least 5 years. It is not the responsibility of the Board to forward continuing education records to other organizations.