Member Savings Program

Get instant access to savings on professional software and services.

Your membership entitles you to a suite of discounts from leading providers. We’ve partnered with these organizations to help improve your work, grow your client services, and move your career forward.

BECOME A COCPA MEMBER
COCPA

Available Exclusively for COCPA Members

Select from the following to see specific member savings and providers within each category:

PROFESSIONAL
SERVICES

TRAVEL

SOFTWARE

INSURANCE

LEARNING RESOURCES

Professional Services

CPACharge

Competitive pricing, plus zero setup, application, annual, or cancellation fees. COCPA members who sign up for CPACharge will also have their monthly program fee waived for the first three months.

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Human Interest

Your firm and clients can receive exclusive benefits, including special pricing, complimentary 401(k) plan evaluations, and a specially negotiated program.

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Integrated Financial Partners

Revolutionize your CPA practice, retain talent, and enhance your client experience by offering financial planning and wealth management services "white labeled" as your own.

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.cpa Domains

Now available for your firm: exclusive .cpa domains from AICPA.

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UPS Shipping Services

As a COCPA member, receive:

  • 50% savings on express and 30% savings on ground shipments
  • Savings of 75%+ on UPS Freight® shipments more than 150 pounds (restrictions apply)
  • Free access to UPS Smart Pickup® service
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ODP Business Solutions [Office Depot and OfficeMax]

As a COCPA member, receive:

  • Up to 75% off regular officedepot.com prices on the Best Value List of preferred products
  • Substantial discounts on thousands of products
  • Free next-day delivery (restrictions apply)
  • Low-cost printing and photocopying
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RingCentral

Save 15% on a new RingCentral Office monthly service, and $50 off list price of any RingCentral phone.

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Universal Background Screening

Receive a discount on services; employment background checks and drug testing for organizations nationwide. 

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Constant Contact

Save 10% on the standard prepay discounts.

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Massive Networks

EXCLUSIVE: COCPA Members  - and Their Clients – Receive a 10% Discount on Monthly Network & Internet Services 

Evolve your network and internet connectivity with Colorado’s own Massive Networks. Ensure your organization has the latest in private, secure, and air-gapped network connectivity to protect your confidential data and workloads. All managed and billed from ONE provider.

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Anchor Network Solutions

EXCLUSIVE: COCPA Members  - and Their Clients – Receive a 25% off onboarding fees and 10% off monthly service fees for managed IT and cyber security services.

Anchor Network Solutions, Inc., offers comprehensive IT services and solutions, providing expert assistance in technology and networking for businesses of all sizes. COCPA members, and their clients, get 25% off onboarding fees and 10% off monthly service fees for managed IT and cyber security services.

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Trinet

EXCLUSIVE: COCPA Members  - and Their Clients – Save up to 62.5% off your administrative fees (dependent upon group size).

We provide time-saving, game-changing human resources.  We specialize in serving small to mid-size businesses (generally 5 to 250 employees) offering payroll, HR, multi-state compliance, and big time benefits.

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Travel

Avis

Save up to 25% on Avis base rates. Enjoy other great offers, such as a complimentary membership in Avis Preferred®, a complimentary upgrade, or a free weekend day.

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Budget

Save up to 25% on Budget base rates. Enjoy other great offers, such as a complimentary membership in Budget Fastbreak, a complimentary upgrade, or a free weekend day.

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COCPA Travel Savings Center

Access exclusive travel savings from car rentals, hotels, and ticketing discounts to condos, villas, cruises, guided tours, and group travel packages. Find exclusive savings from brands like Avis and Budget, Wyndham, HotelEngine, and member-exclusive hotel discount aggregators. Check back often for new providers and promotions.

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Software

Verifyle

Enjoy access to Verifyle Pro™, Verifyle’s premium, ultra-secure online file sharing and messaging service, at no cost - a $108/year value.

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Xledger – Automated Cloud Accounting Software

Save 10% on Xledger automated accounting software.

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FincenFetch

Simplify FinCEN BOI Reporting! Save time, eliminate errors, and grow revenues using the leading SOC 2 certified and automated cloud filing software for firms and professionals. Receive 20% off any service package.

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CSSI

Your clients save 10% on CSSI’s services when you refer them to me, Bonnie Kaake “Cake”, Bonnie.Kaake@CSSIservices.com, as a member of COCPA. The discounts may change some depending on which of our services the client needs: 179D, R&D, cost segregation, Partial Asset Disposition, or large construction projects using Green Zip Tape. 

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Netgain

As a COCPA Member, you receive an exclusive discount of 50% off onboarding and transition services. 

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Fyle

EXCLUSIVE: COCPA Members  - and Their Clients – Save up to 50% off the standard implementation fee and 10% discounts on all annual plan subscriptions.

Fyle gives you easy expense management on your existing credit cards. Receive text alerts as soon as you swipe your Visa or Mastercard. Reply with a picture of the receipt for instant reconciliation. Additionally, you can manage your reimbursements workflow using existing apps like text messaging, Gmail, Outlook, Slack or MS Teams. Say goodbye to manually coding and chasing clients for receipts. COCPA members get significant savings.

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Insurance

CAMICO – Professional Liability Insurance for Accountants

Receive comprehensive policy coverage, risk management services, expertise and tools, such as unlimited access to in-house experts, subpoena and consultation services, assistance with potential claims and reported claims, 100+ sample letter templates, loss prevention advice and more—all at no additional cost to policyholders.

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Capstone Life Insurance Services

Receive discounted rates on long-term care insurance for yourself and your family.

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Next Business Insurance

Receive a free instant quote and see how much you can save on business insurance with NEXT, an online company 100% dedicated to small businesses.

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Learning Resources

Member Book Discounts

Receive exclusive discounts on CCH tax and accounting books, including U.S. Master Tax Guide®, Internal Revenue Code, Income Tax Regulations, the State Tax Handbook, and more.

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Surgent CPA Review

Save 35% on any of Surgent’s four-part CPA Review courses.

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Universal CPA Review

Only $390 with COCPA member discount!
Universal CPA Review is offering COCPA members a steep discount (40%) on what is already a cost-effective and efficient way to study for the CPA exams.

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Becker

Courses and products available at preferred pricing for members of COCPA.

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GLEIM Exam Prep

COCPA members have access to a 30% discount on GLEIM materials. Additionally, if GLEIM ever runs a discount that is more than 30%, access will be automatically updated so that COCPA members receive the best deal available.

To take advantage of the discount, please contact Vanessa Neely, Assistant Sales Manager for details: vanessa.neely@gleim.com or 800-874-5346 ext. 422

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UWorld Roger CPA Review

Save 20% on our unlimited access course. 

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Participating Providers

What Members Say

“Verifyle met a critical need that was on my to-do list: Provide a safe communication to my clients.”

Mike Lee

Mike S. Lee, CPA LLC

Questions?

To learn more about member discounts and services, contact Derrol Moorhead, Director of Member and Business Development:  derrol@cocpa.org | 303-741-8624.