Getting Started with ProTally
Follow these simple steps to start tracking your continuing education credits
1. Create Your Account
Sign up for a ProTally account using your email address. You'll receive a confirmation email to verify your account.
2. Add Your Licenses
Add your professional licenses by selecting your jurisdiction and entering your license number. You can add multiple licenses for different states.
3. Upload Certificates
Upload your continuing education certificates and course completion documents. Our AI will automatically extract key information like course name, credits, and completion date.
4. Allocate Credits
Review the extracted information and allocate credits to specific requirement buckets for each license. The compliance dashboard will show your progress.
5. Track Compliance
Monitor your compliance status for each license. The dashboard shows which requirements are complete and which still need credits.
Tips for Success
- Upload certificates as soon as you complete a course for accurate tracking
- Review AI-extracted information to ensure accuracy
- Allocate credits to the most appropriate requirement buckets
- Check your compliance dashboard regularly to stay on track
- Set up email notifications to receive reminders about upcoming renewals
For Individual Users
Track your personal continuing education credits and maintain compliance with your licensing requirements.
View Individual Plans →For Broker Teams
Manage continuing education tracking for your entire team with Broker Team mode.
View Team Plans →Need More Help?
Check out our FAQ page for answers to common questions, or contact our support team directly.