Member Savings and Insurance Programs
Find and navigate insurance and benefits you need in a single, easy-to-use platform. Choose from more than a dozen types of programs. Login to explore the below options on your own or connect with a licensed benefits counselor. How to Reach Us: Hours:M-F, 8:30am-5:00pm ET | Phone: (800) 282-8626
| Individual Health | Term Life | Long-Term Care |
| Employer Group Exchange | Long-Term Disability | Medicare Solutions |
| Telehealth | Dental & Vision | Pet Insurance |
| Retirement Planning | Identity Theft Protection |
Our specialized coverage is designed by CPAs for CPAs and the only insurance provider endorsed by the AICPA. Login to explore the below options. How to Reach Us: https://www.cpai.com/contact
Professional Liability Program- helping to protect over 23,000 firms nationwide. Policyholders have exclusive access to:
35+ Engagement Letter Templates
CNA Support Line: Real-time guidance from experienced CPAs
Policyholder Resource Center - 24/7 online access
Cyber Liability helps protect your confidential data from theft or misuse.
Employment Practices Liability Insurance helps protect CPA firms against employment-related claims risks such as, age, race or gender discrimination, sexual harassment and wrongful dismissal. Policyholders have exclusive access to:
CNA Beyond HR: A portal with preventative tools to help manage your firm’s risk.
Employment Practices Legal Hotline: Free 30-minute consultation per month with Ford & Harrison.
Sign up for a CPA Risk Report
CPA Risk Control Training with CPE and Premium Savings
Simplify client payments through automated invoicing and simple reconciliation; sign up and receive 3 months with no monthly fee.
Savings on tax and accounting solutions –20% off AnswerConnect (tax research) & 25% off Publications (U.S. Master Tax Guide®, Internal Revenue Code: OBBA, State Tax Handbook, etc.)
10% tuition discount for your child’s early education and care.
Free analysis to start reducing your credit card processing costs. They’ve saved companies $1,000s a year without switching credit card processors!
Receive automated expense and travel management and $750 in complimentary credit.
Cloud-based business management platform for finance, supply chain management, CRM, HR, professional services, and ecommerce. Receive preferred pricing: contact Beth Walker.
Save up to 50% off the entire line of computer web prices. ***
Save up to 35% off Avis and Budget car rental web prices. ***
Save up to 65% off UPS Ground & Next Day prices. ***
Up to 75% discounted business/office supplies at Office Depot and Office Max online or in-store. Free next-day delivery with over $30 purchase. ***
Access exclusive offers to the world’s greatest entertainment and travel brands, including Walt Disney World® Resort, Universal Orlando Resort™, Cirque du Soleil® and SeaWorld® Parks and Entertainment.