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Coverage Features

The CPA Edge PlanSM provides accounting firms with a greater scope of coverage than our competitors. A complete specimen copy of our policy is available below for your review, as well as a summary of key advantages.

Coverage Form [PDF]
Apply for coverage and/or get a premium quote.

More Info Broad definition of "Who is an Insured"
More Info Definition of a "Claim"
More Info Unlimited Extended Reporting Period (ERP) Option
More Info FREE unlimited ERP for disabled or deceased
More Info FREE unlimited ERP for retirees
More Info 60-Day opt-in period for ERPs
More Info Deductible reimbursement
More Info Broad definition of Alternative Dispute Resolution (ADR)
More Info Costs associated with disciplinary matters
More Info Costs associated with disciplinary matters - attorney fees
More Info Loss of earning during a trial
More Info Costs associated with responding to subpoenas
More Info Exception to "Insured vs. Insured Exclusion"
More Info Exception to "Property Damage Exclusion"
More Info Misappropriation or commingling of client funds
Pre-Claim Hotline
Concerned about a malpractice or accounting exposure?

More Info

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