FOR NEW MEMBERS

Welcome to COCPA —
let's get you started

Your Colorado CPA community is ready for you. This is your starting point — your checklist, your guide, and your connection to the people and resources that make membership worth it.

Your first 90 days

Membership gets better the more you put into it. Here's a loose roadmap — no wrong pace, just helpful signposts.

Days 1–30 · Get oriented

  • Complete your member profile
  • Set up COCPA Connect and introduce yourself
  • Browse the CPE catalog and bookmark courses
  • Review your welcome email series
  • Connect with your member ambassador

Days 31–60 · Get engaged

  • Complete your member profile
  • Set up COCPA Connect and introduce yourself
  • Browse the CPE catalog and bookmark courses
  • Review your welcome email series
  • Connect with your member ambassador

Days 61–90 · Go deeper

  • Complete your member profile
  • Set up COCPA Connect and introduce yourself
  • Browse the CPE catalog and bookmark courses
  • Review your welcome email series
  • Connect with your member ambassador

Year 1 and beyond

  • Complete your member profile
  • Set up COCPA Connect and introduce yourself
  • Browse the CPE catalog and bookmark courses
  • Review your welcome email series
  • Connect with your member ambassador

Get set up on COCPA Connect

Connect is COCPA's private online community — available 24/7, free with membership. It's where members ask questions, get answers, and build relationships. Get started in under 5 minutes.

1

Log in to Connect
Go to cocpa.org/connect and sign in with your COCPA credentials. Your account is already created — no new registration needed.


2

Complete your Connect profile
Add a photo and short bio. Members with complete profiles get more responses and connection requests.


3

Browse the communities
You'll see the full list of COCPA Connect communities. Start with the Open Forum — it's the most active general community.


4

Join your practice area community
Find communities matching your focus: Tax, Accounting & Auditing, Business & Industry, Technology, and more. Click 'Join' to subscribe.


5

Introduce yourself
Post a short intro in the Open Forum — your name, where you work, and what you're hoping to get from COCPA. Members love welcoming new faces.


6

Explore the resource library
Each community has a Library tab with files and resources shared by members. It's a goldmine for practice tools.

We're here for you

Whether you have a quick question about your account or need help navigating your membership, COCPA staff are easy to reach — no chatbot, real people.

Member services team

303-773-2877 or 800-523-9082

info@cocpa.org

Chat via the icon in the lower right corner of cocpa.org

State board & licensure help

Questions about your CPA license, reciprocal licensing, or Colorado Department of Revenue issues? COCPA staff have navigated this before and can help.

Call 800-523-9082 or email info@cocpa.org