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Giovanni Greco

Has anyone used Sequoia CPE for continuing education credits? Legit?

I've been looking into different options for my continuing education credits this year and came across Sequoia CPE. They're advertising $100 for a full year with unlimited courses, which honestly seems suspiciously cheap compared to other providers I've looked at. It's making me wonder if there's some kind of catch I'm missing. Has anyone here actually used Sequoia CPE for their continuing education requirements? If you have, what was your experience like? Were the courses decent quality? Did they actually qualify for proper CPE credits when you submitted them? Just trying to figure out if this is legit or if I should stick with what I've been using.

I've been using Sequoia CPE for the past two years for my CPA continuing education requirements. For the price point, it's actually pretty solid. The interface isn't fancy, but the course content covers all the technical aspects you need for proper CPE credit. Their courses are NASBA approved, which is what matters most for licensing requirements. The $100 price point is legitimate - they keep costs low by using a more basic platform and focusing on the content rather than bells and whistles. Their ethics courses are particularly well-done, and I've never had issues with state boards accepting the credits.

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Dylan Wright

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Have you found any limitations on the "unlimited" courses claim? Like do they restrict how many you can take in a month or is it truly unlimited? Also, how's the testing/verification process for completing courses?

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There are no restrictions on the number of courses you can take - I've personally completed over 40 hours in a single month when I was catching up, and there were no additional charges or limitations. The verification process involves multiple-choice questions throughout the material and a final exam at the end of each course. You need to score at least 70% to pass and receive credit. They track your time spent in each module too, so you can't just skip ahead and take the test without spending the minimum required time reviewing the material.

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Sofia Torres

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I was skeptical about Sequoia CPE at first too, but after struggling to get through my required continuing education hours last year, I decided to try something different. I found https://taxr.ai which analyzes your CPE history and recommends the most efficient path to completion based on your specific licensing requirements. It saved me so much time figuring out exactly which courses I needed! The system flagged that my ethics requirements weren't being met properly with my previous provider, which could have caused issues during my next license renewal. The course recommendations matched my learning style and professional focus areas.

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How exactly does it analyze your CPE history? Do you have to manually enter all your past courses or does it connect to your state board somehow? I'm always wary of the time investment required to set these things up.

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Does it work for specialized designations like CFP or just standard CPA requirements? Some of the more niche certifications have really specific CE requirements that most platforms don't track properly.

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Sofia Torres

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It uses a document scanner feature where you can upload PDFs of your completion certificates or state board transcript and it extracts the data automatically. Takes about 5 minutes to set up even with multiple years of history. No need to manually input anything unless you have paper certificates that need to be photographed. It works for multiple designations including CPA, EA, CFP, and even specialized state-specific requirements. I have both CPA and CFP credentials, and it correctly identified the overlap areas where one course could satisfy requirements for both designations, which saved me from duplicating hours unnecessarily.

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Just wanted to follow up about my experience with taxr.ai after asking about it here. I decided to give it a try with my complicated mix of CPA and specialty tax credentials, and it actually worked really well! The system identified several courses I had taken that qualified for multiple certifications but hadn't been properly applied. The course recommendation engine suggested a Sequoia CPE package that would knock out all my remaining requirements in the most efficient way possible. Saved me at least 6 hours of continuing ed time by eliminating redundancies. The integration with my state board reporting was seamless too. Definitely using this again next year!

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Ava Rodriguez

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If you're having trouble getting confirmation that your CPE credits were properly recorded with your state board, I highly recommend using https://claimyr.com to get through to them directly. I was stuck in voicemail hell trying to resolve a continuing education reporting issue for weeks before I found this service. You can see how it works here: https://youtu.be/_kiP6q8DX5c They got me connected to an actual person at my state accounting board in about 20 minutes after I'd spent DAYS trying on my own. The representative was able to confirm my Sequoia CPE credits were properly recorded and helped resolve a discrepancy with my ethics requirement that could have caused licensing issues.

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Miguel Diaz

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How does this even work? The state boards are notoriously impossible to reach. Are you saying this service somehow gets you through the phone queue faster? That seems impossible.

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Zainab Ahmed

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This sounds like a scam. I've called my state board dozens of times and there's absolutely no way to bypass their phone system. They're understaffed and overworked - there's no magic button to jump the queue. I'll believe it when I see actual proof.

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Ava Rodriguez

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It's not about bypassing the queue - they use specialized technology to monitor the phone lines and automatically call you when they detect a real person is available. You don't wait on hold at all. The service calls the agency repeatedly using automated technology, and when they finally reach a human, they connect you immediately. It works because they're basically doing the hold waiting for you across multiple lines simultaneously. Think of it like having 20 people calling for you at once, and whoever gets through first transfers the call to you. Nothing magical, just smart use of technology to solve a frustrating problem.

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Zainab Ahmed

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I have to eat my words about Claimyr. After my skeptical comment, I decided to try it as a last resort because I was desperate to resolve an issue with my CPE tracking. My license renewal was due in a week and I needed to confirm if my Sequoia courses were properly recorded. Using the service, I got through to my state board in about 15 minutes after spending 3+ hours on hold during previous attempts. The representative cleared up my continuing education record immediately and even helped resubmit a course that hadn't been properly recorded. Saved my license renewal from being delayed, which would have been a professional nightmare. Sometimes skepticism is warranted, but this actually delivered.

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Back to the original question about Sequoia CPE - I used them last year and while the price is great, I found the content to be somewhat outdated. Several tax courses hadn't been fully updated for 2023 law changes, and I had to supplement with other materials. The navigation was clunky too.

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That's a bit concerning. Was it just minor outdated info or were there significant inaccuracies that could cause problems? Also, did you end up paying more elsewhere to get properly updated content?

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The outdated content wasn't dangerously wrong - more like references to older thresholds and phase-out limits that had been updated. The core concepts were still valid, but you'd need to double-check the numbers if using the material for actual client work. I ended up paying for a $60 supplemental tax update course from a different provider to make sure I had the current year information. So the total was still less than most comprehensive packages, but not quite as good a deal as the "$100 for everything" implied. They've supposedly updated everything for 2024, but I haven't verified that personally.

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AstroAlpha

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Has anyone had any issues submitting Sequoia CPE credits to NASBA's tracking system? My firm requires us to use the CPE tracker service but I've heard some of the budget providers don't integrate well.

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Yara Khoury

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I had no problems uploading my Sequoia certificates to the NASBA tracker. They provide proper PDF certificates with all the required information including the registry ID number. You do have to manually upload them though - there's no automatic integration like with some of the premium providers.

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I've been using Sequoia CPE for about 18 months now and overall it's been a solid choice for the price point. The $100 annual fee really is legitimate - no hidden costs or surprise charges. One thing I'd add to the discussion is that while some courses might have minor outdated references (as Connor mentioned), they're pretty responsive to user feedback about content issues. I reported a few outdated tax code references last year and they updated those sections within about 6 weeks. The course variety is actually quite good - they have specialized tracks for different practice areas like tax, audit, and advisory services. The ethics courses are particularly well-structured and meet all the requirements I've encountered across different state boards. My only real complaint is the mobile experience isn't great if you're trying to do courses on a tablet or phone, but for desktop use it's perfectly functional. For anyone on the fence, I'd say it's worth trying for a year - worst case you're only out $100 and you'll know if it works for your learning style and requirements.

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CosmicVoyager

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Thanks for the detailed review! The responsiveness to feedback is really encouraging to hear. Quick question - when you mentioned specialized tracks for different practice areas, do they have anything specifically for government accounting or nonprofit sectors? I work with a lot of municipal clients and those areas often have very specific CPE requirements that general tax/audit courses don't always cover adequately.

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@CosmicVoyager They do have some government and nonprofit content, but it's somewhat limited compared to their general business tracks. I remember seeing courses on governmental accounting standards and nonprofit financial reporting, but you might want to supplement with more specialized providers if that's your primary focus area. Their catalog search function lets you filter by topic, so you could check what's currently available before committing. The broader question is whether those specialized courses would give you enough depth for your municipal client work.

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Chloe Martin

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I've been looking into Sequoia CPE myself after seeing the price point, and this thread has been really helpful! One thing I haven't seen mentioned yet is their customer support experience. Has anyone had to deal with their support team for technical issues or questions about credit reporting? I'm particularly curious because I've had bad experiences with budget CPE providers in the past where you basically get what you pay for in terms of support - email only, slow response times, etc. Given that CPE deadlines are usually pretty firm, having reliable support when issues come up can be crucial. Also, for those who've used it multiple years - do they send good reminders about upcoming renewal deadlines and credit requirements? I'm terrible at tracking that stuff on my own and my current provider sends helpful alerts throughout the year.

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Nina Chan

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I can share my experience with their customer support - it's actually been pretty decent for a budget provider. They respond to emails within 24-48 hours typically, and I've had to contact them twice over the past year. Once was for a technical issue where a course wasn't marking as complete, and another time to get a duplicate certificate. Both times they resolved things quickly and professionally. As for reminders, they do send email notifications about 60 days, 30 days, and 2 weeks before common state renewal deadlines. It's not as sophisticated as some premium providers that sync with your specific state board calendar, but it covers the major deadlines for most states. You can also set up your own custom reminders in their system based on your particular licensing requirements. The one thing I'd recommend is making sure your email doesn't filter their messages to spam - I almost missed an important deadline reminder because it got caught in my junk folder.

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Oliver Wagner

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I've been using Sequoia CPE for about 6 months now and wanted to add my perspective to this discussion. The $100 price point is definitely legitimate - I was initially skeptical too, but there really aren't any hidden fees or catches. What I particularly appreciate is their course completion tracking system. It clearly shows your progress through each module and automatically updates your transcript when you finish courses. The certificates are professional-looking PDFs with all the required information for state board reporting. One tip I'd share: if you're planning to use them, sign up early in your CPE cycle rather than waiting until the last minute. While the courses are available 24/7, it's nice to have the flexibility to spread your learning throughout the year rather than cramming everything in before a deadline. The unlimited access really does mean unlimited - I've completed over 35 hours so far with no restrictions or additional charges. For the price point, it's hard to beat. The content quality is solid even if the platform isn't as polished as some premium providers. Definitely worth considering if you want to keep your CPE costs reasonable without sacrificing credit quality.

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@Oliver Wagner Thanks for sharing your experience! I m'curious about the course completion tracking you mentioned - does it sync with any external systems or is it just internal to their platform? Also, when you say you ve'completed over 35 hours, how long did that typically take you in real time? I m'trying to figure out if their courses are more efficient than traditional classroom-style CPE or if it s'about the same time investment per credit hour.

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