Licensed in All 50 States

Insurance for Bookkeepers
& Accountants

Comprehensive professional liability coverage for bookkeepers, tax preparers, and accounting professionals. Protect your practice from E&O claims, cyber threats, and costly litigation.

A+ Rated
10,000+ Professionals
24/7 Claims

50

States Licensed

20+

Years Experience

24/7

Claims Support

98%

Satisfaction Rate

Why Choose Us

Insurance Built for Accounting Professionals

Standard policies don't cover the unique risks of handling client finances. We specialize in bookkeeper and accountant coverage.

Professional Liability (E&O)
Protection against claims of errors, omissions, or negligence in your bookkeeping, tax prep, or accounting services.
Cyber Liability
Coverage for data breaches, ransomware attacks, and theft of sensitive client financial information you handle.
General Liability
Coverage for accidents, injuries, and property damage that occur at your office or client locations.
IRS Audit Defense
Coverage for legal costs when your clients face IRS audits related to returns you prepared.
24/7 Claims Support
Client disputes don't wait for business hours. Our dedicated team is available around the clock to help.
Nationwide Coverage
Licensed in all 50 states. Whether you're a solo bookkeeper or multi-office firm, we've got you covered.
Services We Cover

Every Accounting Service, Fully Protected

From bookkeeping to tax preparation — we insure all accounting and financial service operations.

Bookkeeping Services

Full-service bookkeeping and reconciliation

E&O coverage for financial record keeping

Tax Preparation

Individual and business tax returns

IRS audit defense coverage included

Payroll Services

Employee payroll and tax filings

Payroll error protection coverage

Financial Consulting

Business advisory and planning

Professional advice liability coverage

Don't see your service? We cover all accounting professionals including CFO services, forensic accounting, and more.

Testimonials

Trusted by Accounting Professionals

"A client claimed I made errors on their tax return that cost them $50,000. My E&O policy covered the defense costs and settlement. I couldn't have survived without this coverage."

S

Sarah M.

Tax Preparer, TX

"Our firm experienced a ransomware attack that encrypted all our client data. The cyber liability coverage paid for recovery, notifications, and credit monitoring for affected clients."

M

Michael R.

Bookkeeping Firm Owner, FL

"The peace of mind knowing I'm protected is worth every penny. The application was simple and I had my certificate of insurance within 24 hours."

L

Lisa K.

Solo Bookkeeper, CA

Ready to Protect Your Accounting Practice?

Get a free, no-obligation quote in minutes. Join thousands of bookkeepers and accountants who trust us with their coverage.