Insurance for Accounting, Bookkeeping and Tax Professionals

Insurance for Accounting, Bookkeeping and Tax Professionals

As an accounting professional, you face exposures through the performance of your professional services for your clients.  Whether you are a bookkeeper, tax preparer, Certified Public Accountant or consultant, you and your firm can be at risk from actual or alleged claims made against you by your clients.  We have a deep expertise to help protect you and your firm from losses resulting from negligence, errors, and omissions with policy language designed to meet your business needs.

Get Started Today

We make it easy to obtain a quote indication.  All we need to initiate the process is your existing renewal application.

Reach out to us or drop us a message to call you back!

Our Approach

We engage with our clients or prospective clients in a consultative role.  This enables us to understand the specific objectives of your insurance and risk management approaches to draw up an effective strategy.  Our experience and specialist focus on professional service firms allows us to determine inefficiencies in your coverage and pricing.  We find the right solution that best addresses your needs and risk profile.

Is Your Current Policy Just Adequate?

We provide you with an evaluation of your current insurance program as part of the consultative process.  Feel free to share a copy of your most recent application documentation and current policy to allow us to do some of the legwork ahead of time.  Our commitment to you is to provide feedback in a quick and honest manner.

Other Coverages

In addition to the placement of professional liability insurance, RiskDesk will work with you on a variety of coverages including:

  • Cyber Liability
  • Employment Practices Liability
  • Directors & Officers Liability
  • Fiduciary Liability