ProTally is a professional continuing education tracking platform that helps licensed professionals track their CE credits and maintain compliance with licensing requirements across multiple states and jurisdictions.

ProTally is designed for licensed professionals who need to track continuing education credits. We support Real Estate and Insurance professionals today, with more professions coming soon.

You can upload certificates and course completion documents through the dashboard. Our AI-powered system will automatically extract key information like course name, credits earned, and completion date. You can then allocate these credits to specific requirement buckets for your licenses.

Yes! ProTally supports tracking multiple licenses across different states and jurisdictions. You can add as many licenses as needed and track compliance for each one separately.

When you upload a certificate or course completion document, our AI system automatically extracts information such as course name, provider, credits earned, completion date, and course type. This information is then available for you to review and allocate to your license requirements.

We support PDF files and common image formats (JPG, PNG) for certificate uploads. Files should be clear and readable for best AI processing results.

The compliance dashboard shows your progress toward meeting all requirements for each license. You can see which requirement buckets are complete, which are in progress, and which still need credits.

You can cancel your subscription at any time. Your data will remain accessible until the end of your current billing period. After cancellation, you can export your data, but you won't be able to add new activities or licenses.

Yes, we take data security seriously. All data is encrypted in transit and at rest. We use industry-standard security practices and comply with relevant data protection regulations. See our Privacy Policy for more details.

Yes, you can export your data at any time through your account settings. This includes all your licenses, activities, and credit allocations in a structured format.

Broker Team (real estate) and Agency Mode (insurance) let brokers and agency owners manage continuing education tracking for their entire team. You can invite team members, view team compliance status, and manage team subscriptions.

You can reach our support team at team@protally.io. We typically respond within 24 hours during business days.