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CalCPA has partnered with top companies to provide you with products and services at a cost savings you won’t find anywhere else in the marketplace. To become a CalCPA partner, please email at advertising@calcpa.org.

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CalCPA Partners

Paychex, Inc.

Paychex, Inc. (NASDAQ:PAYX) is a leading provider of integrated human capital management solutions for human resources, payroll, benefits, and insurance services. By combining its innovative software-as-a-service technology and mobility platform with dedicated, personal service, Paychex empowers small- and medium-sized business owners to focus on the growth and management of their business. Backed by more than 45 years of industry expertise, Paychex serves more than 680,000 payroll clients as of May 31, 2020 across more than 100 locations in the U.S. and Europe, and pays one out of every 12 American private sector employees. Learn more about Paychex by visiting paychex.com and stay connected on Twitter and LinkedIn. Paychex is proud to be the preferred provider of payroll, retirement, and HR services for the California Society of CPAs members. Visit the accounting professionals section of our website to learn more about solutions for accountants that can help enhance your consultations and enable you to focus on growth.


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.

CalCPA Health

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, visit CalCPA Health online.

Bankers Healthcare Group

Bankers Healthcare Group

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

CAMICO – Professional Liability Insurance, Created By CPAs, For CPAs

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.

Wolters Kluwer

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.


Adorama Business Solutions

Technology Solutions to Equip Your Business

CalCPA members can access discounts on thousands of electronics and technology products from Adorama Business Solutions. Simply register for a free account and immediately access the following benefits:

  • Breadth & Depth of Tech Solutions: 250,000+ products including computers, printers and office technology, paper and ink, data storage devices, web cameras, audio, lighting & more.
  • Simplified Purchasing: Access the free portal with pre-loaded discounts. Easily access and re-order frequently used items.
  • Account Management: If you're planning larger purchases, need technical advice or prefer working with a person, you'll have direct access to an Account Manager.

Create your free account at www.adorama.com/calcpa, or give us a call today on 212.741.0401 x 2495 to discuss your requirements.

CalCPA Member Specials

Gleim CPA Review logo

Gleim CPA Review

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!

First Republic Bank

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 logo

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

Merchant Advocate

Merchant Advocate

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

Mercury Insurance | 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

Office Depot OfficeMax

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

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. 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.