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Accountants & Bookkeepers Professional Insurance Program

Insurance Solutions for Accountants & Bookkeepers

In accounting, every detail counts. Ensure you’re covered with insurance that’s tailor-made for your profession. Take advantage of 20+ years serving Accountants & Bookkeepers, specialized coverages, and a simple online application.

Our comprehensive, regulatory-compliant programs cater to the unique risks of CPAs, CPA-CAs, CPA-CMAs, CPA-CGAs, and Bookkeepers.

Insurance Solutions for
Accountants & Bookkeepers

In accounting, every detail counts. Ensure you’re covered with insurance that’s tailor-made for your profession. Take advantage of 20+ years serving Accountants & Bookkeepers, specialized coverages, and a simple online application.

 

Our comprehensive, regulatory-compliant programs cater to the unique risks of CPAs, CPA-CAs, CPA-CMAs, CPA-CGAs, and Bookkeepers.

Connect With Us for a Free Quote!

Insurance Solutions for Accounting Professionals

All of our programs are tailored to fit your professional designation, business, and risk profile—it’s never been easier to protect yourself.

Professional Liability
Insurance

Exceeds CPA requirements;

Covers damages and settlements awarded to a claimant;

Limitless coverage for defence costs (most providers include defence costs within liability limits, reducing the funds available to you for a settlement);

A six-year ERP to protect your firm if a claim is made after you cease practice;

No coverage gaps; we’ll cover all prior acts for your business, even if they were previously insured with another company.

Commercial General
Liability Insurance

Protects your business from third-party claims of bodily injury, property damage, and reputational harm caused by your professional activities or company operations, including:

Personal Injury;

Advertising Injury Liability;

Employer’s Liability;

Non-Owned Automobile Liability;

And more.

Cyber
Insurance

Connect with PROLINK to secure a standalone policy for any expenses related to a privacy breach, including:

Legal expenses for lawsuits & damages awarded to third-parties;

Computer forensics & investigations;

Public relations services;

Legal counsel;

Credit monitoring;

And more!

Property
Insurance

Protects your commercial property and assets from damage or loss and will cover the costs of repairs or replacement for contents, equipment, and furnishings.

Employment Practices
Liability Insurance

Protects your business from claims made against you by employees, such as wrongful termination, discrimination, harassment, and more.

Group Benefits
for Employers

Fully customizable Life & Health Benefits for you and your employees at competitive rates, including: drug and dental coverage, life insurance, disability insurance, employee assistance plans, health spending accounts, and more.

Insurance Solutions for Accounting Professionals

All of our programs are tailored to fit your professional designation, business, and risk profile—it’s never been easier to protect yourself.

Professional Liability Insurance

Exceeds CPA requirements;

Covers damages and settlements awarded to a claimant;

Limitless coverage for defence costs (most providers include defence costs within liability limits, reducing the funds available to you for a settlement);

A six-year ERP to protect your firm if a claim is made after you cease practice;

No coverage gaps; we’ll cover all prior acts for your business, even if they were previously insured with another company.

Commercial General Liability Insurance

Protects your business from third-party claims of bodily injury, property damage, and reputational harm caused by your professional activities or company operations, including:

Personal Injury;

Advertising Injury Liability;

Employer’s Liability;

Non-Owned Automobile Liability;

And more.

Cyber Insurance

Connect with PROLINK to secure a standalone policy for any expenses related to a privacy breach, including:

Legal expenses for lawsuits & damages awarded to third-parties;

Computer forensics & investigations;

Public relations services;

Legal counsel;

Credit monitoring;

And more!

Property Insurance

Protects your commercial property and assets from damage or loss and will cover the costs of repairs or replacement for contents, equipment, and furnishings.

Employment Practices Liability Insurance

Protects your business from claims made against you by employees, such as wrongful termination, discrimination, harassment, and more.

Group Benefits for Employers

Fully customizable Life & Health Benefits for you and your employees at competitive rates, including: drug and dental coverage, life insurance, disability insurance, employee assistance plans, health spending accounts, and more.

CPA Legal Documents Library

A convenient online portal to help you run your business with ease and save thousands of dollars in legal fees.

100+ Templates

From Partnership Agreements, to Employment Contracts, Family Law, and more, almost any legal document you can think of is within your reach for your business AND personal needs.

Easy to Use

Build air-tight legal documents with a guided step-by-step process and helpful tips. Plus, get expert advice on all your document needs, automatically.

Always Up-to-Date

All documents are pre-approved and regularly updated by a team of lawyers to keep them current and relevant for your region.

Access Anywhere

Secure cloud storage for all the documents you create. Access your library from any device whenever you want.

CPA Legal Documents Library

A convenient online portal to help you run your business with ease and save thousands of dollars in legal fees.

100+ Templates

From Partnership Agreements, to Employment Contracts, Family Law, and more, almost any legal document you can think of is within your reach for your business AND personal needs.

Easy to Use

Build air-tight legal documents with a guided step-by-step process and helpful tips. Plus, get expert advice on all your document needs, automatically.

Always Up-to-Date

All documents are pre-approved and regularly updated by a team of lawyers to keep them current and relevant for your region.

Access Anywhere

Secure cloud storage for all the documents you create. Access your library from any device whenever you want.

Legal Assistance Helpline

Expert legal advice when you need it most.

24/7/365 Support

Prompt legal advice will save you time and money, so that you can be proactive with your decisions.

Unlimited Calls

Call in as often as you need—at no additional cost! Resolve your questions, plan ahead, or speak to a professional.

Expert Advice

Advice from specialized lawyers will help you determine your rights under applicable legislations and resolve legal concerns quickly.

Anything Goes

Even if you only have a professional policy with us, you can still call in for legal advice on personal issues.

Legal Assistance Helpline

Expert legal advice when you need it most.

Expert Advice

Advice from specialized lawyers will help you determine your rights under applicable legislations and resolve legal concerns quickly.

Anything Goes

Even if you only have a professional policy with us, you can still call in for legal advice on personal issues.

24/7/365 Support

Prompt legal advice will save you time and money, so that you can be proactive with your decisions.

Unlimited Calls

Call in as often as you need—at no additional cost! Resolve your questions, plan ahead, or speak to a professional.

What Our Clients Are Saying

Personal Insurance

Stay on top of your emerging risks with PROLINK Preferred Services. Our dedicated Account Managers will help you protect your personal assets, look after your Home & Auto Insurance needs, and deliver superior risk management solutions for you and your family.

Life & Health Insurance

With PROLINK, you can access affordable long-term care, protection, and flexibility at a competitive rate. Our comprehensive Extended Health, Dental, Critical Illness, and Life Insurance plans will provide you with the financial security you’ll need to recover on your own terms.

Disability Insurance

Whether it’s a temporary or permanent injury, Disability Insurance will provide you with anywhere from 60-85% of your monthly salary tax-free for a specified period of time if you’re unable to work because of a serious injury or ailment.

Protect All of Your Assets

As a full-service brokerage, we can help you find protection for every facet of your lifestyle—your career, your family, and your health.

Protect All of Your Assets

As a full-service brokerage, we can help you find protection for every facet of your lifestyle—your career, your family, and your health.

Personal Insurance

Stay on top of your emerging risks with PROLINK Preferred Services. Our dedicated Senior Account Managers will help you protect your personal assets, look after your Home & Auto Insurance needs, and deliver superior risk management solutions for you and your family.

Life & Health Insurance

With PROLINK, you can access affordable long-term care, protection, and flexibility at a competitive rate. Our comprehensive Extended Health, Dental, Critical Illness, and Life Insurance plans will provide you with the financial security you’ll need to recover on your own terms without worrying about your next paycheck.

Disability Insurance

Whether it’s a temporary or permanent injury, Disability Insurance will provide you with anywhere from 60-85% of your monthly salary tax-free for a specified period of time if you’re unable to work because of a serious injury or ailment.

Read Our Advice

For more information, check out our blog where we share our insights on insurance trends, current events, and practical tips and tricks to make the most of your coverage.

Read Our Advice

For more information, check out our blog where we share our insights on insurance trends, current events, and practical tips and tricks to make the most of your coverage.

Get in Touch

To speak to a professional who can guide you to the right coverage from the right insurer at the right price call us at:

1 800 663 6828

Get in Touch

To speak to a professional who can guide you to the right coverage from the right insurer at the right price call us at:

1 800 663 6828


    Personal InsuranceCommercial EnterpriseAssociations & Affinity GroupsLife & Benefits


      Personal InsuranceCommercial EnterpriseAssociations & Affinity GroupsLife & Benefits

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