Member Affinity Partners

Members benefit from CalCPA's group purchasing power. CalCPA Affinity Programs are selected specifically for CPAs, offering prices, products and services that are not available elsewhere in the marketplace.

Learn more about CalCPA’s Affinity Programs and how to become a partner. For more information, please contact John Angelo.


ADP® - Payroll Services, HR Management, and Benefits Administration

ADP offers a wide range of payroll, HR, labor law compliance and human resource solutions for CalCPA members and their clients—at significant discounts. In addition, ADP provides a host of powerful web-based tools that accounting professionals can use in their practice. ADP solutions can help your clients' staff manage, pay and retain their employees.

For more information on ADP product and services, go to or call 1-855-408-3751 to have a sales associate reach out to you directly. To learn more about benefits offered by CalCPA and ADP, go to

Ariento LLC Ariento is a veteran owned company with over 30 years of experience in doing cybersecurity and secure information technology services at the highest levels of our military and federal government. They have taken that experience and now specialize in protecting businesses and individuals from the growing threat of cyber crime.

Ariento and CalCPA have teamed up to offer CalCPA members a 10% discount on Ariento's products and services:

  • Cyber Lookout—This is a comprehensive one-stop shop solution that is the future of cybersecurity. Cyber Lookout combines cutting edge cybersecurity technology with live monitoring by real people, and world class identify theft protection.
  • Secure IT Services—Whether it’s one workstation or an office of 50+ people, we take care of everything IT, from procurement to help desk support, and we do it securely. With one point of contact for everything IT and security, it’s like hiring an entire team for a fraction of the price.
  • Cyber Diligence—A four-week assessment of your IT security spanning the technical and non-technical. At the end, you get a report card telling you where your organization is vulnerable, and recommendations for specific actions you can take to secure those vulnerabilities.

To receive your promo code and to learn more about our offerings, visit our partner portal. To speak with one of our specialists please call 833-ARIENTO (274-3686) or email us at


As our partner in sales tax automation, Avalara helps businesses manage the complex rules and regulations related to transactional and indirect taxes. Avalara’s cloud-hosted solutions streamline and simplify the complicated and burdensome process of managing tax-related compliance activities and integrate with 300+ leading accounting, ERP and ecommerce systems. For more information, visit Avalara.

Help Support the California Society of Certified Public Accountants while earning more cash back for the things you buy most.

Apply for the California Society of Certified Public Accountants BankAmericard Cash RewardsTM Visa Signature® credit card that rewards customers with up to 3% cash back on certain purchases, all while helping support CalCPA initiatives. In addition to earning cash back rewards for yourself, use of this card benefits the CalCPA at no extra cost to you!

Here are some of the features of the CalCPA BankAmericard Cash RewardsTM Visa Signature® credit card:

  • 1% cash back on all purchases, 2% cash back at grocery stores and wholesale clubs and 3% cash back on gas for the first $2,500 in combined grocery/wholesale club/gas purchases each quarter.
  • Get a $150 cash rewards bonus after making at least $500 in purchase(s) within the first 90 days of account opening.
  • No annual fee† and rewards are automatic and do not expire. There's no need to register your card or sign up to earn your cash rewards.

†For information about rates, fees, other cost and benefits associated with the use of this credit card, or to apply, click here and refer to the disclosures accompanying the online credit application. This credit card program is issued and administered by Bank of America, N.A.

Save $300 on Becker CPA Review Course

CalCPA members can receive a $300 discount on their four-part enrollment in the Becker CPA review course. To register and claim your discount, call the Becker Student Service Center at (877) CPA-EXAM and identify yourself as a CalCPA member. More information is available online.

CAMICO Professional Liability and Employment Practices Insurance

Learn more about what coverage is available to public practice firms by calling (800) 652-1772 or going online.

CAMICO Insurance Services

  • Workers' Compensation:
    Underwritten by The Hartford, the Workers' Compensation policy provides you with attractive rates and low minimum premiums.
  • Business Office Package:
    Underwritten by The Hartford, the policy protects your business assets.

For more information, call CAMICO Insurance Services at (800) 652-1772 or e-mail

Personal Group Umbrella Program
(Underwritten by Ironshore, A Liberty Mutual Company)

The personal group umbrella extends liability coverage above your underlying personal insurance policies (i.e. Home, Auto, Watercraft, etc.). Coverage options begin at $5 million with limits up to $30 million. Coverage is available to CalCPA members only. The program is 100% based online from enrollment, coverage selection, and payment and policy issuance. Company Code 0055 is needed to register at For questions, contact Kyle Strickland at 678-393-6330 or via email at

Wolters Kluwer

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.
  • 20% off Unlimited CCH® Webinars Package–Explore a variety of topics specific to your needs and get unlimited access to over 200 half-day or two-hour online interactive Webinars. Discount also applies to single CCH® Webinars registrations. 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 or 877-571-2841. Learn more about the CCH® Publication Discount here.


Credible is a simple, free service that can help CalCPA members and their families save money by comparing their options to refinance student loans. With Credible, student debt holders can submit a single form and receive offers to refinance both federal and private student loans from multiple lenders.

Student loan refinance rates can be significantly lower than  your initial student loan rates, with rates below 2% (as of June 1, 2015)! Lowering your interest rate can save you thousands in the long run. The average CPA that refinances with Credible saves over $8,000, and it only takes 30 seconds to get a free savings estimate.

You can also check out the Credible CPA page to learn more about student loan refinance and student loan consolidation. If you have further questions, you can contact Credible's support team directly at (415) 801-0482 or

Auto & Homeowners Insurance

Mercury Insurance, the third-largest auto insurer in California, offers CalCPA members a 10 percent rate discount on auto insurance. Multiple discounts include good driver, anti-theft device, multi-car, good student and more—and receive an additional 15 percent 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.

Office Depot OfficeMax

Office Depot and OfficeMax are now one company! CALCPA Members can save up to 80% on over 93,000 products. Great for your printing, cleaning and office needs. Shop online or in any Office Depot or OfficeMax store. Enjoy FREE next-day delivery on online orders over $50! Click here to shop online or print off a FREE Store Purchasing Card.

Provident Credit Union

Provident Credit Union is a $2.3 billion financial institution with over 110,000 members and 19 community branches. The full-service credit union offers everything from checking and savings accounts to mortgages, auto loans, mutual funds and home and auto insurance. This includes an exclusive .125% rate discount for Cal-CPA members on Auto and Mortgage loans. Provident began as the California Teachers Association Credit Union and expanded over the years to include those who live and work in the surrounding counties of the Bay Area and beyond. More information is available at

Roger CPA Review

Roger CPA Review Products

CalCPA members qualify for exclusive savings of up to $434 from Roger CPA Review! Receive 15% off all Courses and Products, from full service Course Packages, study tools such as Flashcards, Audio Lectures, and more! Simple, no-fee financing options available, with full course packages as low as $127* per month. Explore all courses and products and save at

Roger CPA Review is a team dedicated to helping students successfully prepare for the CPA Exam with the industry's most Efficient, Effective and Enjoyable eLearning system. With an 88% pass rate, the Roger CPA Review program includes:

  • The industry’s most focused, dynamic lectures and micro-learning structured lessons for maximum retention
  • Intuitive eLearning system, featuring side-by-side lectures, books, practice questions, and study tools
  • Over 5,000 Multiple Choice Questions and Task-based Simulations, including AICPA-Released Questions
  • CPA Exam Simulator with an unlimited amount of full-length practice exams
  • Diagnostics to assess confidence level and track overall course progress
  • Full student support including customizable Study Planners and access to Homework Help Center

For more information about the CalCPA discount call 877.764.4272 or contact Mitra Wilson at

*Based on CalCPA discounted Select Course Package price of $1,440.75 at an APR of 10%, paid over 12 months. Does not include shipping or taxes.


Ship and Save with UPS®

Let CalCPA improve your bottom line with competitive rates on UPS® shipping services. Enroll in the UPS® Savings Program and save on a broad portfolio of shipping services, including:

  • Up to 36%* on UPS Air letters including UPS Next Day Air®
  • Up to 32%* on UPS Air packages (1 lb.+)
  • Up to 34%* on UPS International imports and exports
  • Up to 24%* on UPS® Ground shipments
  • Savings begin at 75%* on UPS Freight® shipments over 150 lbs.

Whether you need your documents or packages to arrive the next day or are looking for an affordable shipping option, UPS understands how important speed, reliability, and cost are to meeting your business goals and your customers’ needs. With more service options, superior ground-delivery coverage and overnight delivery by 10:30 a.m. to more ZIP codes than FedEx, it’s time to put the power of logistics to work for you.

To enroll and start saving today, visit or call 1-800-MEMBERS (1-800-636-2377), M-F, 8 a.m. – 6 p.m. EST.

*See for specific services and discounts.

Other Benefits

CalCPA Health

Provides quality and cost-effective group health and welfare plans, including:

  • Group Plans - medical, dental, vision, life and long-term disability coverage available to owners and employees of CalCPA member-owned firms.
  • Individual Plans - individual life and long-term disability coverage to CalCPA members in good standing.
  • For more information, go online.

CalCPA Education Foundation: Continuing Education

CalCPA Education Foundation offers up-to-date, informative courses and conferences CPAs need for continuing professional education credit and to stay current on the ever-changing CPA profession. Go online to find out more about courses and conferences offered.