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 payroll, retirement and HR services for the California Society of CPAs members. Email: calcpa@paychex.com

CPACharge gives you a professional way to accept credit, debit, and eCheck payments in your office or online, with no equipment or swipe required. Give your clients the convenience of paying with the click of a button, while you get full daily client payment deposits, complete transaction details, and robust reporting for easier reconciliation. Our system is PCI Level 1 compliant, so payment data stays safe and private, and our team of in-house payment experts is here to ensure your success. Trust the experts for a solution that’s used by 150,000 professionals—CPACharge. Sign up now to get your monthly program fee waived for the first three months. For more information, visit cpacharge.com/calcpa or call 866-206-0624.

Get Fit for Fall.
From December 1, 2024 - February 28, 2025, CalCPA members use code FITNESSFIRST to get $0 Enrollment Fee and $28/Mo.

You must be a CalCPA member and logged in to view this benefit.

Assurent Advisors Firm Runners and Practice Leaders – shift into high gear with Assurent Advisors’ Global Outsource solutions.

Shifting gears with Assurent means leveraging more effectively, allowing you to accomplish more with less of your blood, sweat, and tears. Assurent Advisors' international team has trained experts in Business Valuation, Forensic Accounting, US Tax Preparation, and US GAAP Accounting.

Assurent Advisors augments your existing team, providing additional support without the administrative headaches.

All CalCPA Members will receive:

• Free Consultation – Assurent commits to helping you progress in your practice and discussing how global outsourcing might be a fit for you.

• No Risk Onboarding – Assurent covers the costs of analyzing your processes and workflows, removing ramp-up costs.

• Get it Right Guarantee – Assurent continues to work until everything is correct; you never get charged for fixing errors.

• Discount – When Assurent becomes your outsourced partner, you receive a 20% discount for six months.

Imagine yourself during your busiest season, able to focus on high-value tasks while your team operates at full capacity–without burning out!

Reach out for your free consultation at: www.assurentadvisors.com.

The California Chamber of Commerce is dedicated to advocating for pro-business policies and providing services to help its members grow and succeed in the California economy. CalCPA members get 20% off purchases from the CalChamber online store which sells HR compliance products and training. Save on products like HR compliance posters, employee training, and more when you use code CPA20 at checkout. Here’s how to get your discount:

• Visit the CalChamber products page on the CalChamber Store.

• Add selected compliance products to your cart

• When you’re ready to complete your purchase, enter code HCC at checkout

KBKG, a national tax specialty firm that provides a wide range of tax solutions to CPAs and businesses, is pleased to announce its partnership with CalCPA. This partnership will enable CalCPA members to access KBKG's expertise in cost segregation, research and development tax credits, green energy tax incentives, and other tax-related services.

One of KBKG's key offerings is the Residential Cost Segregator, an online software program that allows CPAs to generate custom reports in just minutes, providing tax benefits to clients without hiring a specialist. The software is available for residential rental properties up to 6 units with a depreciable tax basis of $600,000 or less (purchase price less land).

As an exclusive offer for CalCPA members, KBKG is offering a 10% discount on each purchase of a Residential Cost Segregator report using the promo code "L9ZXPW5F" at checkout. This discount is available to CalCPA members who are interested in using the tool to improve their clients' tax savings or their own.

Learn more

Mercury Insurance has partnered with CalCPA for 11 years, and offers CalCPA members up to 8% additional discount on auto insurance, on top of Mercury’s already low auto insurance rates. Multiple discounts include good driver, anti-theft device, multi-car, good student and more – and receive an additional 15% off when you insure both your home and auto.

Mercury's local and independent agents can create a customized protection plan designed to meet your needs. Get a free quote online—visit mercuryinsurance.com/calcpa

Ramp is a financial operations platform that saves businesses both time and money. With Ramp, companies make payments, issue cards, manage vendors and procurement workflows, book travel, and automate bookkeeping all on one platform. Our automation speeds up month-end close by 8x and helps add 5% back to their bottom line—creating real value for your clients and enhancing your advisory capabilities. Ramp has saved $1 billion and 15 million hours for over 25,000 companies. Join over the 1,000 accounting firms already partnering with Ramp to support their clients. For more information, visit ramp.com/calcpa

Renew Group is a community designed for accounting firm owners seeking to elevate their businesses. Curated by industry veterans, Renew provides a proven methodology to help firms work less, profit more, and build sustainable business models. Through model firm benchmarking analysis, one-on-one guidance, dynamic collaboration, and business model blueprints, Renew offers the tools and expertise needed to create a thriving, sustainable firm.

Exclusive Offer:

We’re excited to announce a special opportunity for Cal CPA members to elevate your firm’s business model with our exclusive 40-Hour Firm Bite Sized Assessment, brought to you in partnership with Renew Group. In under 10 minutes, you’ll uncover the key changes and gain key insights needed to achieve a more sustainable business model.

In today's rapidly evolving accounting landscape, firms are increasingly challenged to balance profitability with sustainable work hours. The demands of tax season, combined with an ever-growing demand for advisory services, often lead to excessive workloads and diminished work-life balance.  The 40-Hour Firm Bite Sized Assessment will help you identify where your firm stands now and give you clear, actionable steps to transition towards a more effective client service model, where everyone in your firm (including partners) can work 40 hours a week year-round.

As a Cal CPA member, here’s what you’ll receive:

• A simple infographic outlining the current state of your firm

• Benchmark data comparing your actuals to ideal targets for building a 40-hour firm

• A clear, actionable plan to help your firm become more efficient, more profitable, and less reliant on overworking during tax season

Optional one-on-one guidance with the experts at Renew to ensure you’re on the right path

By understanding and addressing these critical aspects, your firm can transition towards a more effective, client-focused business model, ensuring long-term success and a healthier work environment for all owners and team members. 

Ready to elevate your business model?

Don’t miss out on this exclusive member benefit 40 Hour Firm to take the assessment. Again, it takes under 10 minutes to complete. Start the journey to elevate your firm.

Learn more

Your CalCPA Office Depot® Member Benefits Program, previously Office Depot Business Solutions Division, has been rebranded to ODP Business Solutions™. Now a B2B-focused company serving small, medium and enterprise level companies like yours. You’ll receive savings of up to 75% on the Best Value List of preferred products with free next-business-day delivery* or in-store and curbside pickup.** To continue to receive your member discounts, you’ll need to re-enroll or register for an account through our dedicated ODP site. Register Now.

Free Delivery: Minimum purchase required after discounts and before taxes. Orders outside our local delivery area and most furniture, oversized, bulk items, cases of bottled water and other beverages and special-order items do not qualify. Non-qualifying orders incur a delivery charge (minimum charge of $9.99). Many orders can be delivered next business day (between 8:30 AM and 5:00 PM) if placed online or via phone by 3:00 PM or via fax by 1:00 PM, local time (In most locations). Other restrictions apply. *Curbside pickup is available in most stores, subject to state and local regulations. Orders must be placed 1 hour before store closing. See odpbusiness.com, call 888.2.OFFICE or ask your Account Manager for details.

Provident Credit Union membership gives you access to special financial products that are better than a bank's. You'll especially enjoy lower rates on auto and home loans and earn higher interest on savings and checking accounts. CalCPA is providing this benefit because they care about your financial health. Our products, services and educational tools can help you secure your financial future, enjoy peace of mind, and achieve your goals. As a CalCPA Member, you will qualify for an exclusive .125% rate discount off of listed auto and mortgage rates as well as a $300 new account bonus. To find out more, check out our exclusive CalCPA page.

Business Cybersecurity Solutions

Shield IT Networks is proud to partner with CalCPA to offer industry-leading cybersecurity solutions to keep their members ALWAYS secure, fast and up. We’re here to be your CPA firm’s single-source technology partner for cybersecurity, connectivity, and VoIP solutions!

All CalCPA members receive a number of cybersecurity solutions included with their active membership, including an annual Cybersecurity Vulnerability Assessment ($8k value).

Your Cybersecurity Vulnerability Assessment will also include:

• Detailed executive summary of your business’s current vulnerabilities and how to secure those areas

• Peace of mind that your team has all the bases covered

• Verification for your insurance provider (most cyber insurance policies require 1 assessment per year)

Visit us online to schedule and view more member-included services.

As part of our ongoing efforts to support the accounting profession amidst current challenges, we're excited to offer CalCPA members an exclusive deal. SuiteFiles brings you a unified platform that combines robust document management, secure client communication, and seamless integrations—all designed to streamline your accounting workflows and enhance productivity.

Exclusive Offer for CalCPA Members: Get started with SuiteFiles today and receive a complimentary Super Charged Onboarding package valued at $1,500. This package is tailored to equip your firm with the tools it needs to thrive, ensuring a smooth transition and optimal use of the SuiteFiles platform.

What’s Included in Your Onboarding Package?

• Personalized Training: Engage in two one-hour one-on-one online training sessions, designed to maximize your proficiency with SuiteFiles.

• Strategic Planning Session: Benefit from a 30-minute session focused on optimizing your operations. This includes setting up two custom templates each for folders, documents, and emails.

• Custom Migration Plan: Transition seamlessly with a tailored migration plan that facilitates the efficient migration of your data to SuiteFiles.

Why SuiteFiles?

• Unified Platform: Manage documents, communicate with clients securely, and integrate effortlessly with top accounting software—all from one platform.

• Enhanced Productivity: Spend less time managing your workflow and more time focusing on what you do best—helping your clients succeed.

• Streamlined Operations: Our tools are designed to reduce administrative overhead and eliminate the complexities often associated with document management and communication.

Ready to transform your accounting workflow and take your firm to the next level? 

Click here to sign up for SuiteFiles and claim your complimentary onboarding package. Your journey towards a more efficient and enjoyable work environment starts here. Get started today!

Wolters Kluwer and California Society of CPAs have joined forces to offer members the following benefits:

• 30% off all CCH® Publications–CCH® Publications provide a quick and economical way to stay on top of industry and market-leading tax and accounting developments. Access our top titles, including the U.S. Master Tax Guide®, the must-have resource for answers to all federal tax questions.  Visit your preferred Partner Page to receive the promo code to use at checkout to receive your exclusive discount offer.
  
  

• Save 25% off CCH AnswerConnect - Accuracy and Fast Access When you need it. Get Your Solutions in Seconds.CCH AnswerConnect puts all the information you need at your fingertips. It's fast and easy to navigate, with plain-English explanations, making it the key to improving efficiency and client services. Visit your preferred Partner Page to receive the promo code to use at checkout to receive your exclusive discount offer.
  
  

• Save 25% on the Award-Winning CCH Axcess Beneficial Ownership Solution - The BOI reporting deadline is here, and the stakes are high.  Millions of businesses need to file BOI reports this year, and many will turn to their trusted tax advisors for help. Add BOI compliance to your service offerings with an online filing and information management solution that guides you step-by-step through the filing process. CCH Axcess Beneficial Ownership is designed to shorten into a few minutes what FinCEN estimates taking up to three hours of work.

Take advantage of your member benefits today! Visit the product pages above or contact your Association Account Manager, Tammy Nickels at tammy.nickels@wolterskluwer.com or 877-571-2841 to learn more about your exclusive savings!

Ship and Save with UPS^®. With UPS shipping, tracking and billing technology combined with security and insurance features, you’ll build trust and loyalty with every overnight delivery. Gain access to new and improved flat rate pricing - no matter how much you ship, when you ship, or where it’s going. Savings Include:

• 10%* on UPS Next Day Air^® Early

• 50% on Domestic Next Day / Deferred

• 30% on Ground Commercial / Residential

• International: 50% on Export / 40% on Import / 25% Canada Standard

• Savings begin at 75%* on UPS Freight^® shipments over 150 lbs.

• In addition, members can take advantage of UPS Smart Pickup^® service for free.

Open a new account, or if you are already taking advantage of our UPS savings program, re-enroll and apply the new discounts to your existing account by visiting: savewithups.com/calcpa or call 1-800-MEMBERS (1-800-636-2377), M-F 8 a.m.–5 p.m., ET.

*Visit savewithups.com/calcpa for specific services and discounts.

CAMICO is the nation’s largest CPA-owned and directed program of Professional Liability Insurance and risk management for the accounting profession. CAMICO understands that insurance alone is not a solution for reducing risks – policyholders have no-cost unlimited access to high-quality risk management services, expertise, resources, and tools – all custom-designed for CPAs. Benefits include subpoena and consultation services, assistance with claims and potential claims, access to in-house experts, 100+ sample letter templates, risk management guidance and more.

CAMICO offers insurance coverages to help protect your business. The team at CAMICO can help you select the right coverage options to meet the needs of your firm. In addition to Professional Liability Insurance, CAMICO offers other insurance solutions such as:

• Employment Practices Liability (EPL) Insurance: CAMICO’s EPL insurance provides CPA firms with comprehensive defense and indemnity coverage for full-time, part-time, and contract workers.

• Workers’ Compensation: A properly managed workers’ compensation program provides benefits to employees who are injured during the course of or due to employment, and it insures that your bottom line is not adversely affected.

• Business Office Package: Combines General Liability and Business Property coverage into one convenient policy.

For a coverage quote, or to speak with a CAMICO representative, call (800) 652-1772. For more information visit www.camico.com.

CalCPA members receive an exclusive 20% discount on Gleim CPA Review. With our innovative SmartAdaptTM technology, exceptional content coverage, and personalized support, you'll have everything you need to study for the CPA Exam more effectively. Gleim has been the leader in accounting exam prep for over 45 years, and in that time, we've helped accountants pass over 1 million CPA exams. The largest test bank on the market, over 100 hours of videos, our Access Until You Pass® Guarantee, and the other signature features of Gleim CPA Review will prepare you better than anything else. Click here to receive your CalCPA and Gleim CPA Review 20% discount!

Merchant Advocate helps businesses lower the cost of accepting credit cards, WITHOUT SWITCHING PROCESSORS.  Our team of analysts will perform a FREE analysis of your statement to uncover any hidden fees, coding errors or inflated rates.  We negotiate on your behalf to eliminate those fees and monitor your account every month to ensure you keep saving. There are no upfront costs and no obligation. Merchant Advocate has helped our clients save over $50 million dollars in excess fees and hidden costs. Through our intensive Analyze, Adjust, and Audit process, we can help put money back in your pocket. Get your free analysis today. Visit www.merchantadvocate.com/calcpa

Message. Video. Phone. All in one app. With RingCentral, businesses both big and small can communicate with customers, prospects, and teammates—however they need to, using the same app. Send your teammate a message to ask a question—or, join a video or conference call simply by clicking a link in your browser without needing to download anything to your phone or computer. And if you’re a CalCPA member, you can get a special offer of:

• 15% discount monthly on a new RingCentral Office service

• Get $50 off the list price on any RingCentral phone

Ready for a better way to collaborate with your teammates and communicate with your clients?

Give RingCentral a try! (Or, reach out to our team to have a quick chat if you have any questions!) Call us at 800-294-6442

As a member of the California Society of CPAs, you are eligible to receive a 15% discount monthly on a new RingCentral Office service and get $50 off the list price on any RingCentral phone(s). RingCentral unifies voice, video, team messaging, integrations with essential apps, and more. Offer for a new service with a minimum contract of 24 months. Talk to a RingCentral representative for additional eligibility requirements. Be sure to mention your affiliation with the California Society of CPAs.

Our goal is to provide clients with a well-designed insurance strategy to help create and protect wealth for individuals, families and business owners. A 15% discount will be applied to Individual Disability Income (DI) and Business Overhead Expense (BOE) products for all accountants that are dues-paying members of the association. The coverage will be available to members age 64 and under who are working on a full-time basis only. Visit us at trekfinancial.com.