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Accountants Professional Insurance

THE PROFESSIONAL INSURANCE PROGRAM FOR ACCOUNTANTS

With over 15 years of experience serving Accountants and Bookkeepers, we have the expertise to provide superior protection, an exceptional partnership approach, and personalized client service just for you.

Our comprehensive, regulatory-compliant programs are tailored to the unique professional risks you face as: a CPA; CPA,CA; CPA,CMA; CPA, CGA; or a Bookkeeper.

Fill out our form to receive your personalized application link today or scroll down to learn more about what PROLINK can offer!

THE PROFESSIONAL INSURANCE PROGRAM FOR ACCOUNTANTS AND BOOKKEEPERS

With over 15 years of experience serving Accountants and Bookkeepers, we have the expertise to provide superior protection, an exceptional partnership approach, and personalized client service just for you.

Our comprehensive, regulatory-compliant programs are tailored to the unique professional risks you face as: a CPA; CPA,CA; CPA,CMA; CPA, CGA; or a Bookkeeper.

Fill out our form to receive your personalized application link today or scroll down to learn more about what PROLINK can offer!

Apply Today

INSURANCE SOLUTIONS FOR ACCOUNTING PROFESSIONALS

Browse our selection of Professional Insurance Solutions tailored to the needs of: CPAs; CPA, CAs; CPA, CMAs; CPA,CGAs; and Bookkeepers. All of our programs are meticulously crafted for the accounting industry and will help you protect your business, staff, and your financial security from risk.

INSURANCE SOLUTIONS FOR ACCOUNTING PROFESSIONALS

Browse our selection of Professional Insurance Solutions tailored to the needs of: CPAs; CPA, CAs; CPA, CMAs; CPA,CGAs; and Bookkeepers. All of our programs are meticulously crafted for the accounting industry and will help you protect your business, staff, and your financial security from risk.

Click on a coverage to learn more about how it can help protect your business.

  • PROFESSIONAL LIABILITY INSURANCE (E&O)

    As an Accountant or a Bookkeeper, it’s your job to guide clients through tough financial decisions. Whether you manage payroll, provide tax services, or evaluate potential investments, your advice is directly tied to their bottom line.

    But sometimes what you communicate isn’t always what’s understood. Despite your best intentions, your advice or actions might be misinterpreted and you could face legal action. Even if you’ve done nothing wrong, clients can sue as long as they think you’ve made a mistake or caused them financial harm.

    We can help. PROLINK can tailor a Professional Liability Insurance solution that fits your professional designation, your business, and risk profile. Our comprehensive program exceeds CPA requirements and will protect you and your firm from any allegations of negligence, error, or misrepresentation, even if the claims made against you are groundless.

    Policy highlights include coverage for:

      • Defence Costs: Limitless coverage for defence costs. Many other providers include defence costs within their liability limits, reducing the insurance funds available to you for a settlement.
      • Extended Reporting Period (ERP): A six-year ERP to protect your firm if a claim is made after you cease practice. Your ERP premium will be waived if you’ve been insured through PROLINK for at least one year, uninterrupted.
      • Prior Acts Coverage: We will cover all prior acts for your business even if you were previously insured with another company.
      • Damages and settlements awarded to a claimant;
      • And more!

    Contact PROLINK to learn more today!

  • COMMERCIAL GENERAL LIABILITY INSURANCE (CGL)

    Running an accounting or bookkeeping firm is no easy feat. It takes hard work, focus, and a lot of planning. But no matter how carefully you plan, business is unpredictable. And if your products, services, or staff cause harm to a client, visitor, or other third-party, you could find yourself in the middle of an expensive lawsuit, especially if you or your staff:

      • Own, rent, or lease a commercial space that’s open to the public (e.g. a firm, an office, or a studio);
      • Have a home-based practice where clients visit;
      • Visit your client’s workspace or home, or conduct business anywhere else offsite;
      • Handle client property;
      • Advertise or create your own marketing materials;

    The truth is: accidents happen—but your business shouldn’t have to pay the price. Even something as simple as a client tripping over your laptop cord could leave you liable for thousands out-of-pocket.

    A robust Commercial General Liability (CGL) plan can shield you from the financial burden of incidents that may be outside of your control. CGL will protect your firm from third-party allegations of bodily injury, property damage, or reputational harm caused by your professional activities or business operations.

    Policy highlights include coverage for:

      • Incidents that occur on your premises and anywhere else you and your staff conduct business, including a client’s office, worksite, or home;
      • Legal fees, court-awarded damages, and out-of-court settlements;
      • Personal Injury and Advertising Injury Liability;
      • Medical Payments;
      • Tenant’s Legal Liability;
      • And more!

    Contact PROLINK to learn more today!

  • PROPERTY CONTENTS INSURANCE

    If you have your own accounting or bookkeeping business, chances are you also own, rent, or lease office space. Whether it’s a major corporation, an up-and-coming firm with a small staff, or a home-based office, every business has valuable assets. And whether it’s due to a major storm, a power outage, or a break-in, every business is vulnerable to damage.

    The cost of repairs and replacing your products can leave a lasting deficit on your business for years to come—for smaller firms, that impact might be financially devastating. Even if you can cover the expenses yourself, there’s the added blow of losing any income you would’ve earned before having to relocate or temporarily close down to fix the damages. Plus if your new location is out of the way, it might inconvenience your existing clients and keep any new ones away.

    And if your office is home-based? Keep in mind that your business and contents might not be covered under your Home & Auto policy, especially for any equipment taken on the road.

    That’s where we come in. PROLINK will take the time to carefully audit your office contents and ensure that your commercial property, equipment, and furnishings are covered for their full value. We’ll also make adjustments to your coverage as your business continues to grow so you’re protected no matter what.

    Contact PROLINK to learn more today!

  • DATA SECURITY & PRIVACY BREACH INSURANCE

    According to the CIRA Cybersecurity Report, 80% of Canadian organizations reported experiencing at least one cyberattack that impacted their databases in 2020. And when it comes to a breach, data loss is just the tip of the iceberg. The average breach can cost up to $3.9 million USD. Depending on the damage, your business may also have to pay legal fees, damages, fines and penalties under the PIPEDA Digital Privacy Act, and more.

    But in your industry, the real cost of a breach is lost business. The effects of reputational harm are severe, long-lasting, and often irreparable, especially if you fail to take swift action, apologize, or even notify breach victims right away. And once you’ve lost that trust, it’s not easy to regain, or attract new clients for that matter.

    Data Security and Privacy Breach Insurance can protect you against these losses by providing you with the resources and support you need to get your business back online, rebuild your reputation, and regain your clients’ trust. A dedicated, standalone cyber policy can help you access:

      • Funds for court-awarded damages and legal fees in case of a civil suit;
      • Funds to set up credit monitoring and notification for affected parties;
      • Legal coaching on how to handle the breach;
      • Business interruption coverage for lost revenue if your agency is unable to use data that has been corrupted or deleted in an attack;
      • A forensic investigation team to help you determine the size and scope of a breach;
      • Public relations consulting to manage any reputational damage;
      • And much more!

    Contact PROLINK to learn more today!

  • EMPLOYMENT PRACTICES LIABILITY INSURANCE

    As a Business Leader, you know how difficult it is to navigate the workplace environment. When tensions run high, employees can be unpredictable and aggressive. No matter how much you trust your team—even if you handpicked them yourself—you might just be one close call away from being sued.

    Unfortunately, today’s society places a harsh spotlight on business practices. And staff allegations can have a serious impact on your finances and your reputation as a fair employer. With Employment Practices Liability Insurance (EPL), you can protect your organization against the threat from within.

    EPL will shield your business from actual or alleged claims of:

      • Discrimination (based on sex, race, age, disability, and more);
      • Sexual or workplace harassment;
      • Wrongful demotion, discipline, or termination;
      • Failure to employ or promote;
      • Retaliation;
      • Invasion of privacy;
      • And more.

    Contact PROLINK to learn more today!

DOCUMENT PORTAL ACCESS

Accounting Professionals can build custom legal documents, and save thousands of dollars in legal fees.

Over 100 Templates

From Partnership Agreements, to Power of Attorney, Employment Contracts, and Family Law—almost any legal document you can think of is now within your reach. 

Easy to Use

The step-by-step process with helpful tips will help you create air-tight legal documents. Plus, receive advice on other documents you may need, automatically.

Always Up-To-Date

A team of lawyers and legal staff update all documents on a regular basis, 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.

DOCUMENT PORTAL

Accounting Professionals can build custom legal documents, and save thousands of dollars in legal fees.

Over 100 Templates

From Partnership Agreements, to Power of Attorney, Employment Contracts, and Family Law—almost any legal document you can think of is now within your reach. 

Easy to Use

The step-by-step process with helpful tips will help you create air-tight legal documents. Plus, receive advice on other documents you may need, automatically.

Always Up-To-Date

A team of lawyers and legal staff update all documents on a regular basis, 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 HOTLINE

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

Independent advice from specialized lawyers will help you resolve your legal concerns.

Anything Goes

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

LEGAL HOTLINE

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

Independent advice from specialized lawyers will help you resolve your legal concerns.

Anything Goes

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

GROUP BENEFITS FOR SMALL BUSINESSES

Protect & Perfect

Graphic showing different types of Group Benefits for Small Businesses from PROLINK

A strong benefits package will help you protect the physical, mental, and financial health of your staff. PROLINK’s Protect & Perfect risk management approach to group benefits will align your organization with a comprehensive, customizable program that reflects your staff’s needs, business challenges, and financial goals. Invest in your employees’ health and wellness today!

Graphic showing different types of Group Benefits for Small Businesses from PROLINK

PROTECT & PERFECT

GROUP BENEFITS FOR SMALL BUSINESSES

A strong benefits package will help you protect the physical, mental, and financial health of your staff. PROLINK’s Protect & Perfect risk management approach to group benefits will align your organization with a comprehensive, customizable program that reflects your staff’s needs, business challenges, and financial goals. Invest in your employees’ health and wellness today!

INSURANCE SOLUTIONS FOR YOUR PERSONAL LIFE

As an independent brokerage, we can survey the marketplace to bring you a wide range of home, auto, life and health benefits to fit your needs and your budget. Hover over the coverages below to learn more.

INSURANCE SOLUTIONS FOR YOUR PERSONAL LIFE

As an independent brokerage, we can survey the marketplace to bring you a wide range of home, auto, life and health benefits to fit your needs and your budget. Tap on a coverage below to learn more.

HOME & AUTO INSURANCE

HOME & AUTO 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 and Auto Insurance needs, and deliver superior risk management solutions for you and your family.

LIFE & HEALTH INSURANCE

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

DISABILITY INSURANCE

Protect your income with 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.

HOME & AUTO INSURANCE

HOME & AUTO 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 and Auto Insurance needs, and deliver superior risk management solutions for you and your family.

LIFE & HEALTH INSURANCE

LIFE & HEALTH INSURANCE

Access long-term healthcare 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

DISABILITY INSURANCE

Protect your income with 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.

WHAT OUR CLIENTS ARE SAYING

WHAT OUR CLIENTS ARE SAYING

RISK MANAGEMENT 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 best of your coverage.

RISK MANAGEMENT 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 best 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

SINK OR SWIM: HOW CAN BUSINESSES SURVIVE THE CYBERCRIME TSUNAMI?
WHITE PAPER
Discover the new conditions for obtaining cyber insurance—and how you can implement them within your organization.
ACCESS WHITE PAPER
SINK OR SWIM: HOW CAN BUSINESSES SURVIVE THE CYBERCRIME TSUNAMI?
WHITE PAPER
Discover the new conditions for obtaining cyber insurance—and how you can implement them within your organization.
ACCESS WHITE PAPER


    Personal InsuranceCommercial EnterpriseAssociations & Affinity GroupsLife & Benefits


      Personal InsuranceCommercial EnterpriseAssociations & Affinity GroupsLife & Benefits

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