Exclusive Members Savings

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

To learn about becoming a CalCPA Exclusive Member Savings partner, please email us.

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.

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 inquiry@camico.com.

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.

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

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

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! www.merchantadvocate.com/calcpa

Auto & Homeowners Insurance

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

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 https://calcpa.nfpgroupexcess.com/. For questions, contact Penne Crews at (678) 393-6330 or via email at penne.crews@nfp.com.

Office Depot OfficeMax

CalCPA Members can save up to 75% off at Office Depot/OfficeMax. 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.


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 https://quickfee.com/calcpa-exclusive or e-mail us at calcpa@quickfee.com and we’ll set up a time to help you get paid faster!

Ring Central

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.


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.

CalCPA members now have access to new and improved flat rate pricing - no matter how much you ship, when you ship, or where it’s going.

Members-Only 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.

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 tammy.nickels@wolterskluwer.com or 877-571-2841. Learn more about the CCH® Publication Discount here.