Accountants Professional Liability Insurance

Our Accountants Professional Liability Insurance program covers Accountants for Errors and Omissions (E&O) and Malpractice for services provided in their accounting practices. Coverage includes but is not limited to: Accounting, Financial Planning, Consulting, Notary Public, Trustee, Fiduciary and Investment Services.

Click here to complete a brief questionnaire to receive a proposal

Highlights of our Errors and Omissions Insurance

  • You do not need to be a Certified Public Accountant
    to purchase this insurance.

  • Policy limits available to $5 Million

  • Available to firms of all sizes; from solos to large accounting firms

  • Full prior acts coverage is available

  • When you apply you may select to have the deductible apply only to damages paid on your behalf or to both damages and claim expenses

  • Production of Documents Coverage up to Policy Limits

  • Privacy & Information Security Coverage

  • Employee Dishonesty Coverage

  • Disabled Partner Replacement Coverage

  • 100% of the deductible is waived if the claim is settled by alternative dispute resolution, mediation or non binding arbitration. (Subject to a maximum of $25,000)

  • The extended claim reporting endorsement “tail” may be purchased for an unlimited or 1, 3 or 5-year period following termination of the policy. Plus Qualifying retirees are eligible for the extended reporting option free.

  • $500.00 per day is paid to the insured for their attendance at a trial, hearing or arbitration  proceeding covered by the policy. Plus $10,000 per policy period is available for the insured for legal fees and other costs resulting from investigation before a state or local licensing board or regulatory authority.

  • Free Risk Management services from qualified legal counsel, offering you pre-claim assistance, advice regarding questions about accounting practices and procedures, document review and engagement letter wording. A simple email or phone call is all it takes to receive professional advice and assistance. Please Click Here to learn more.