Learn about the Expensify Approved! Partner Program

As a CalCPA member firm, you’re eligible to receive 10%

off Expensify for your firm and clients. Expensify provides firms and their clients with a seamless expense management product and company card solution. Accounting firms rate Expensify as the top expense management app for companies big and small because Expensify:

• Auto-reconciles employee card expenses in record time

• Automates approvals from submission to reimbursement

• Connects to your accounting integrations for automatic data import

• Reduces manual entry for employees

Ready to get started, or have a client in mind that would be a good fit for Expensify? Click the button below and enter your email to sign up for your free Expensify account. A Partner Manager at Expensify will reach out to you shortly after to discuss the Expensify Approved! Partner Program as well as how to get your clients up and running! Get started today.

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.

Anchor’s autonomous billing & collections solution gets your business paid on time, effortlessly, and automates every step of your billing cycle; from the agreement, through invoicing, collections and reconciliation.

With Anchor’s automation, you’ll completely eliminate your firm’s late payments, revenue leakage, and risks of fraud and billing-related mistakes, and you’ll save your firm hundreds of hours spent on manual admin tasks.

We’re proud to be an official CalCPA partner and to provide exclusive offers to CalCPA members, including a dedicated success manager, 10% off all Anchor fees for their 1st year, for members signing up by October 2022, and expedited VIP onboarding with an expert to assist with all you client transitioning.

Anchor fully supports the dynamic billing needs your business faces regularly and enables flexible invoicing elements including recurring and non-recurring services, quantity & hourly caps, multiple billing cycles, and more. Anchor is used by accounting firms and B2B service-based businesses, across the country, to fully automate billing & AR, and to replace multiple software with one consolidated solution!

California Society of CPAs has partnered with Bankers Healthcare Group to offer a suite of financial solutions designed for the unique needs of licensed professionals like you, 7 days a week.

Whether you’re looking to consolidate debt, improve your personal finances or grow your business, and more, BHG is here to help you.

Business Loans

• Financing up to $250,000*

• Approval in 24 hours

• Funds in as few as 3 days

• Flexible repayment terms out to 12 years*

• Won’t affect personal credit

• No personal collateral required

Personal Loans

• Financing up to $200,000*

• Funding in as few as 5 days

• Flexible repayment terms out to 7 years

• No lockout or prepayment penalties

• No collateral requirements

Learn more about BHG’s suite of financial solutions and apply today at calcpa.bhgchoice.com.

*Terms subject to credit approval upon completion of application. Loan sizes and interest rates vary and are determined by applicant’s credit profile. 12-year terms not available for all credit profiles. Visit calcpa.bhgchoice.com for complete program details.

Loans are made or arranged pursuant to the California Financing Law, License No. 603-G493

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

First Republic’s goal is to change the way you feel about banking. Committed to accountants and financial services professionals, we have partnered with CalCPA to create a suite of special offers, exclusive to members. Whether you’re looking for private banking services, customized lending products for your next endeavor, or comprehensive investment management solutions*, a team of financial professionals from First Republic Bank and its subsidiaries can tailor solutions specifically for you and your evolving needs. To learn more, visit firstrepublic.com/CalCPA or email us at CalCPA@firstrepublic.com.

To learn more, visit firstrepublic.com/CalCPA or email us at CalCPA@firstrepublic.com.

Banking products and services are provided by First Republic Bank, Member FDIC and Equal Housing Lender

*Investment and Advisory Products and Services are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value

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.

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

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.

Life & LTC Insurance. For CPA Professionals & Your Families.
You can easily get quotes and apply online anytime. You have access to top-rated insurance companies and a wide selection of coverage of up to $10 Million. Go to sagemarkInsurance.com or talk to us to get the coverage you need at (844) 277-1040.

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.

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.

Take advantage of your member benefits today! Visit your preferred Partner Page or contact your Association Account Manager, Tammy Nickels at tammy.nickels@wolterskluwer.com or 877-571-2841. Learn more about the CCH® Publication Discount here.

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.

Welcome to Verifyle Introducing a free benefit for CalCPA members!
Verifyle and CalCPA have partnered to offer all CalCPA members access to Verifyle ProTM, Verifyle’s premium, ultra-secure online file sharing and messaging service at no cost to members. Verifyle is an extremely simple-to-use cloud storage and sharing tool that offers the most powerful encryption technology available on the web (Cellucrypt®), using six unique encryption keys for each individual item stored or shared in Verifyle. As a part of your free Verifyle ProTM account, you’ll also have unlimited access to Verifyle’s digital signatures capability, where you can have clients digitally sign, date and initial documents inside Verifyle. To take advantage of this free benefit, visit www.verifyle.com/CalCPA and sign up using your CalCPA recognized Member ID. Contact support@verifyle.com with any questions.