E&O protection for tax preparers, bookkeepers, & accountants
Your expertise as an accounting or tax professional is instrumental to your clients' success – but a single claim can jeopardize both your reputation and your finances.
Our CPA-led team, with over 25 years of experience, specializes in delivering affordable, comprehensive professional liability insurance tailored to your unique needs.
We partner with top A-rated carriers to secure the best coverage and pricing, giving you peace of mind to focus on what you do best.
Why Choose ProDefender?
- Tailored Protection – Broad coverage for all accounting services, including tax preparation, bookkeeping, audit, business planning, forecasts, forensic, and more.
- Competitive Pricing – We shop multiple A-rated carriers to find you the beset rates without compromising coverage.
- Expert Guidance – Our team, led by a CPA and insuring firms since 1984, provides rapid responses and ongoing support.
- High Limits, High Value – Up to $10 million in limits of liability, plus exclusive savings for loss-free firms, risk management training, and loyal clients.
Protect your practice today. Get a free, no-obligation quote in minutes or schedule a consultation with our CPA-led team to discuss your specific needs.
Features and benefits common in ProDefender plans include:
- Full prior acts coverage for qualified applicants
- Unlimited "tail coverage" option
- Consent-to-settle clause ensues you’re in control
- Soft hammer clause for fair claims resolution
- Innocent insured protection
- Loss of earnings reimbursement
- Free subpoena assistance
- Disciplinary defense
- Targeted cyber event coverage
Bonus Savings
Enjoy significant premium discounts if your firm has a loss-free history, for attending risk-management seminars, and for remaining with the same carrier.
This content is provided for informational purposes and is not a legally binding description of coverage that may exist in any policy issued through ProDefender, its affiliates, or the insurance companies ProDefender represents. All conditions of coverage, terms, and limitations are defined in the policy issued to you. Programs and products may not be available in all states.
- Employee dishonesty
- Employment practices liability defense
We believe many of the most serious claims can be avoided through a proactive approach to risk management.
Most of our accountants professional liability insurance policies include free risk-management services provided by partner firms to our insured accountants and accounting firms.
Services include guidance regarding claims handling and situations that could possibly lead to a claim. Risk experts can also address questions concerning best practices, claim avoidance, engagement and disengagement of services, and general practice questions.
Risk-management advice is provided by experienced attorneys from law firms specializing in accountants professional liability. These attorneys are well-versed in all aspects of the accounting business, from audits, compilations, and reviews of financials to tax matters and other business issues.
Our risk-management partners help accountants minimize, if not eliminate, potential claims by clients and non-clients, disciplinary proceedings, and even criminal prosecution.
Insureds who make a written request will receive an engagement letter that spells out the terms of their attorney-client relationship with our partner firm, assuring confidentiality.
We work with the best
ProDefender only works with admitted carriers rated A (Excellent) or better by A.M. Best Company.
Full-protection bundle
Enjoy the convenience of a single, trusted partner for all of your business insurance needs, with policies starting and renewing on the same dates. This includes Accountants Professional Liability Insurance, Cyber Insurance, Business Owner's Policy (general liability), and Workers Compensation Insurance, as well as optional coverages such as Employee Dishonesty / Commercial Crime Insurance and Employment Practices Liability Insurance.
