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 provides cybersecurity, information technology (IT), and compliance services to small and mid-sized organizations. Comprised of a veteran team boasting decades of experience at the highest levels of the United States military and federal government, Ariento specializes in delivering best-in-class technology solutions that are secure and regulatory compliant. From consulting to fully outsourced IT services and more, Ariento gives business owners and executives one less thing to worry about in today’s interconnected digital world.

CalCPA has teamed up with Ariento to get our members a discount on Ariento's products and services. Visit our partner portal, call 833-ARIENTO (274-3686), or email and mention you are a CalCPA member to qualify!


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.

Bank Of America

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 Bank of America® Cash Rewards 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 Cash Rewards 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


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

Merchant AdvocateMerchant 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!

Auto & Homeowners Insurance

Mercury Insurance, the third-largest auto insurer in California, offers CalCPA members a 6.4% rate discount on auto insurance. 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.

NFP 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 Penne Crews at (678) 393-6330 or via email at

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


QuickFee Secure Online Payments eliminates the fees associated with accepting credit cards, reduces the number of checks you receive, and increases your cash flow through a unique payment plan designed for clients who want or need more time to pay for your services. By offering the convenience of multiple online options your firm is paid on time, every time!

A payment option for every client’s situation:

  • ACH (direct bank transfer)
  • Credit Card (no merchant fees!)
  • Fee Financing (payment plan)*

*Similar to the way you may pay your professional liability insurance, Fee Financing allows clients, who want or need more time to pay your invoices, a way to spread their balance over 3–12 monthly payments. Meanwhile, your firm is paid upfront & in full by QuickFee, at no cost to you, while clients enjoy the flexibility of automatic monthly payments. To get 3 MONTHS FREE with QuickFee, visit or e-mail us at and we’ll set up a time to help you get paid faster!

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.


CalCPA members qualify for exclusive savings from Wiley CPAexcel! Receive over 25% off Wiley’s Gold Review Course Package and 35% off Wiley’s Platinum Review Course Package.

Gold Review Course Package Includes:

  • Free online updates until you PASS
  • Efficient Learning Platform with Bite-Sized Lessons, exam planner, diagnostic exams, performance metrics, discussions, unlimited practice exams and more
  • Comprehensive printed course textbooks or e-books
  • 2600+ pages of e-texts and 140+ hours of video lecture
  • 6,000 CPA Exam questions and 300 task-based simulations

Platinum Review Course includes full Gold Course and the following:

  • Virtual classroom series (LIVE online classes)
  • Additional 6,000 questions and 200 task-based simulations
  • 1,000 printed flashcards
  • Printed focus notes

Please visit and type in ‘CalCPA’ in the firm line. Note that Wiley regularly performs audits to ensure purchases on this site are performed by active CalCPA members ONLY. Any purchases made by candidates that are not active at the time of purchase are subject to restriction of site usage to align with price paid.

For more information about the CalCPA discount, call 888-884-5669 or contact Bill Petersen 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.

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.

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.