The FICPA values its Strategic Partners

Our Partners provide resources to our member segments that help to elevate their companies, firms and client services.  Financial support from our strategic partners aids in the advancement of the mission of the FICPA.

Learn more about our valued partners:

Principal Partners



Software, Marketing and Consulting 

Anthem Business Software is the premier software and marketing services company that helps CPA firms compete with their large competitors. This software can help streamline your business operations from marketing to running your day-to day-processes. Anthem specializes in assisting CPA Firms with CRM Software, Lead Management Software, Marketing Automation Software, Responsive Website Design, Search Engine Optimization, Search Engine Marketing, Social Media Marketing, Content Creation, Text Message Marketing and so much more.  With Anthem Software you are able to get the services of over 10 different companies all in one place that is affordable.

Every Business has a Song. . .Let our Software and Marketing Sing Yours.

Take the 120 second tour today!

Contact us today at:

Phone: 877-711-1592




Payment Processing

CPACharge provides accountants, bookkeepers, CPAs and enrolled agents with a simple, secure way to accept client credit, debit, and eCheck/ACH payments from their office, on their website or from their mobile device. CPACharge also requires no contracts, setup or cancellation fees. Trusted by the AICPA and over 39 state CPA societies. CPACharge is now offering the Florida Institute of CPAs members a special incentive - sign up and pay no program fees for the first 3 months.
For more information, visit or contact us at or 866-327-0321.




Managed Data Hosting

Coaxis CPA provides a fully hosted and managed network solution designed to remove the complexities of federal and industry compliances, curb the demands of information technology infrastructure, and greatly minimize the threat of cybercrime. The Coaxis team has extensive experience in hosting and supporting a broad range of tax and financial reporting software applications. A Florida corporation since 2002, Coaxis operates a privately owned, single-tenant, Tier 4 Data Center in Tallahassee, Florida.

FICPA's endorsed program offers discounted pricing to members for secure, and compliant information technology services through Coaxis International (Coaxis).

The Coaxis CPA program provides the following:

  • Private, Hosted Environments Customized to CPAs.
  • Affordable – Scaled to Accommodate Small to Large Size Firms.
  • QuickBooks® Hosting – Intuit® Authorized Provider.
  • Sage Accounting – Authorized Provider.
  • Financial Software Hosting Expertise – Thomson Reuters (CS Professional Suite), Wolters Kluwer (CCH Solutions), Intuit®, Drake Software and others.
  • Compliant with GLBA, HIPAA, and CJIS.
  • SOC 2 Type 2 Unqualified Audit Opinion.

Coaxis is an approved Partner in the Intuit QuickBooks Solutions Provider Program.  Coaxis is able to help clients host QuickBooks securely in the cloud as well as purchase QuickBooks software online.  To purchase the proper license for your business or to gain support in selecting the right QuickBooks license please visit:  

Click here to request more information or call 850-391-1022. 



Tax, Training, Advisory Services, and Software

Intuit's mission is to power prosperity around the world. Our innovative ecosystem of financial management solutions serves partners and 46 million customers worldwide, including small businesses, developers and accounting professionals. We see accounting and tax professionals as partners, and we are committed to helping them succeed, grow and deliver the best services possible to their small business clients.

Our vision is to provide the one place for accounting professionals to grow and manage all their clients and all their practice. We strive to fulfill this vision through QuickBooks Online Accountant, which is used by more than 700,000 accountants globally to manage their clients and run their entire practice, from books, to tax, payroll, payments and third- party apps.

Through the ProAdvisor Program, we are focused on delivering more opportunities to connect small businesses to ProAdvisors to help both succeed and grow. With our Find-a-ProAdvisor platform, we are creating nearly 1,000 connections between small businesses and accountants, every single day, worldwide.

For information about our professional tax products, click here

For access to our training programs, click here

For information about QuickBooks Online Accountants and our ProAdvisor program, click here




Payroll Processing

As a benefit of our professional accounting relationship, you have complimentary access to specialized resources and tools developed to keep you informed and enhance your advisory service. Visit and bookmark this page to access an overview video, tools and tax forms, an accountant-specific dashboard for managing mutual clients, educational resources on current topics, program offers, retirement benefits and more.

Paychex is proud to be the preferred provider of HR, payroll, and retirement services for the FICPA’s members.

Premier Partners

Insurance Solutions for your firm 

The AICPA Professional Liability Program, brought to you by Aon, offers specialized coverage designed by CPAs for CPAs, serving firms for 75+ years. The Program is underwritten by CNA, one of the largest U.S. commercial property and casualty insurance companies, consistently receiving an 'A' (Excellent) or better by A.M. Best rating. 

The AICPA Professional Liability Insurance Program is the only program endorsed by the AICPA and offers added value through its exclusive Risk Control Program. Policyholders benefit from host of risk control resources, including: 

  • Accountants Professional Liability Assistance line 

  • Premium credits for policyholders demonstrating positive risk control procedures 

In addition, the Program offers supplemental endorsements, such as CPA NetProtect® to the PL policy, with coverage to help protect clients’ confidential data from theft or misuse. 

To learn more about exclusive Program benefits and endorsements, visit  

To obtain a free quote visit  

Questions? Call 800.221.3023, Monday – Friday, 8:30 am – 6:00 pm, ET, to speak with an AICPA Risk Advisor 

Cost Segregation Services

We have established something called "The Capstan Way."  This is the perfect description of who we are as a company and why any FICPA member should work with us.
1 - We have a robust multi-disciplinary team of engineers, attorneys, and tax professionals.
2 - Our deliverables are designed to meet and exceed IRS-guidance.
3 - We are NASBA-certified subject matter experts.
4 - We are a team of ASCSP certified technical professionals with a personal touch.
We have performed over 8,000 cost segregation studies and have a 30-day turnaround from site visit to report delivery. Our comprehensive reports include photos, spreadsheets, graphical analysis and over 100 pages of content.
We also have performed over 2,700 R&D tax credit studies and identified and substantiated over $800 million of R&D tax credits.

Contact: Bruce Johnson, CRE, CEM, MBA at 215.885.7510 or with specific inquiries.



Long-Term Care Insurance

The Florida Institute of CPAs has endorsed a discount Long-Term Care Insurance Program.  Long-Term Care is about family. Long-term care insurance [LTCi] is a vital part of one’s financial plan that fills a gap left by traditional health and disability insurance plans.  Planning for one’s own extended care need with LTCi is often overlooked.

FICPA Members have access to the consultants at ACSIA Partners, experts in long-term care planning and product, who can walk you through program options and design a plan that meets need and budget. 

  • Exclusive Member discount available.  Spouses and family members are eligible   
  • Coverage available should you need care at home, in an assisted living facility or nursing home
  • Long-Term Care insurance premium may have tax advantages for business owners*
  • National Partnership qualifying policies are available that offer dollar-for-dollar asset protection should you ever apply to Medicaid
  • HSA dollars can be used to reimburse yourself for paid for LTCi premiums subject to an age-based limit set by the IRS
  • Learn more about the benefits of our exclusive membership program today by putting a request in HERE or by calling 866-471-4072

*A taxpayer seeking advice with regard to a particular situation must consult with his or her independent tax advisor.



The FICPA Insurance Marketplace is available to members of the FICPA, as well as their staff and dependents. With options for both individuals and employer groups, the marketplace offers a wide range of insurance choices from leading providers – and licensed benefit counselors to help you navigate them.

    •    Individual Health Insurance

    •    Group Health & Employee Benefits

    •    Dental & Vision Insurance

    •    Telehealth Plans

    •    Life Insurance

    •    Long-Term Disability Insurance

    •    Medicare Solutions

    •    Pet Insurance

    •    Identity Theft Protection

Have questions about your options? Not sure which coverage is best for you? FICPA members have complimentary access to a team of licensed benefits counselors who can help.

Visit today to shop for plans, enroll in coverage, or schedule an appointment.

 For more information, contact:



Marjorie Stone
Strategic Partnership Manager



Have a question regarding member savings or membership in the FICPA?  We're here to help, please contact our member service center at or call 800-342-3197

The FICPA partners with a wide variety of companies that save you money on your business needs, your career and your personal entertainment. 

Preferred Savings

Looking for insurance solutions?  The FICPA has partnered with leaders in the insurance industry to bring you the best options on professional liability, health care, long term disability, and more.

Insurance Programs