01 / The context
Behind every signature is a license.
LCvista builds compliance software for accounting firms, starting with the continuing education CPAs need to stay licensed. For a firm the size of EY, a second question follows right behind it: is everyone actually licensed to practice, in every jurisdiction where they work?
Each state has its own renewal dates and rules, and many CPAs hold more than one license. An expired or missing license can keep someone from signing work. Most firms track all of this in spreadsheets, calendar reminders and point solutions, and find out about a problem when it has already become one.
What a large firm needs to know
“Who is licensed where?”
“What is expired or missing right now?”
“What is about to lapse?”
“Whose change is waiting on approval?”
03 / The solution
From a single number to the person who needs a nudge.
A · The overview
Start with the total, then the trouble.
The total sits quietly on the left. Directly beneath it, Expired and Missing appear in red, each with a View link. Awaiting approvals are a plain-language line at the top, and filters for segment, jurisdiction and date keep one screen useful for a whole firm. Saved views let each administrator keep their own cut.
B · The horizon
One chart for the next ninety days.
Under thirty, sixty and ninety days are shown as a percentage and a count, each with its own View link, above a running line of how the total builds. Large, light numerals read from across a room and stay calm until something needs attention.
C · One pattern, every credential
The same tile, again and again.
CPA licenses and AICPA credentials use the same three-part tile: total, expired and missing, and the expiry horizon. Once an administrator can read one row, they can read them all, and new credential types can be added without new rules to learn.
D · The people
Click a number, land on a name.
Selecting a horizon opens the people behind it: a searchable table showing each person, up to three licenses, home state and status, whether the CPA is verified, and whether they were in compliance last period. Bulk select and an Actions menu turn a list into work.
E · The paper trail
Changes get an approval.
Jurisdiction changes and new requests go through a visible approval queue: filter by type, status and date, see who submitted what and for whom, and where each request stands. In a firm this size, nobody should wonder whether a change was ever reviewed.
F · The nudge
Don’t wait for someone to look.
Administrators set up email reminders that trigger a chosen number of days before a deadline, filtered by group, jurisdiction and compliance status. Tags such as first name and license expiration date personalize each message, so reminders read like a note, not a system alert.
05 / The outcome
It helped LCvista land EY.
License Manager helped LCvista win EY, the largest client in its history.
I built the design as a clickable UXPin prototype, shaped around what a firm of that size needs to see, so buyers could react to a real product rather than a promise.
Why I think it worked
The screens show prototype data. Names and email addresses in the approvals screen are blurred.