Insurance for accountants and CPAs.
Accountants and CPAs give advice clients rely on and handle some of the most sensitive data and funds in any business. That makes professional liability, cyber, and crime the center of the program, not general liability.
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E&O is the core
An accountant's biggest exposure is a mistake or alleged mistake in the work, a missed deadline, a filing error, advice that did not pan out. Professional liability, or errors and omissions, responds to that, and general liability does not. For a CPA firm, E&O is the foundation, and client contracts increasingly require it.
Cyber and the data you hold
Accountants hold tax records, financial statements, Social Security numbers, and banking detail, exactly what attackers want. A breach or a wire-fraud incident is a real financial event, and cyber coverage addresses the response, liability, and funds exposure that come with handling client financial data.
Crime and client funds
Where a firm touches client funds, payments, payroll, banking access, employee dishonesty and social-engineering fraud become real risks that cyber alone may not fully cover. Crime coverage addresses that. We build the program around the advice, the data, and the money. Licensing and board rules vary by state; verify with your board of accountancy.
Common questions.
What insurance do accountants and CPAs need?
Does general liability cover an accounting mistake?
Why do accountants need cyber and crime coverage?
Does your coverage match the work you do?
Tell us your services, your clients, and the data you handle, and we will check your E&O, cyber, and the rest against how your firm actually operates. Educational, no obligation.
Keep going.
Coverage built around advice, data, and funds.
Tell us about your firm and we will build coverage that fits the work and the data you handle.