Member Savings Program

Get instant access to savings on professional software and services.

Your membership entitles you to a suite of opportunities and 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:

INSURANCE

LEARNING RESOURCES

PROFESSIONAL
SERVICES

SOFTWARE

TRAVEL

The organizations who are COCPA's preferred providers are indicated below. Learn more and connect with these providers here.

Insurance

PREFERRED PROVIDER

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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Learning Resources

Becker

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

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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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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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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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UWorld CPA Review

UWorld CPA Review’s award-winning program has revolutionized CPA Exam preparation. With a proven 90% pass rate, the course enables you to master difficult accounting concepts on a deeper level—ensuring you excel on the exam and beyond in your career.

Top reasons to choose UWorld CPA Review:

  • Top-quality practice questions to ensure you fully understand the what, why, and how behind every concept.
  • Extraordinary instruction to keep you engaged and effectively learning and retaining key concepts.
  • Smart technology provides a streamlined learning experience to help you pass faster.
  • Superior support from a team dedicated to your success.
  • Proven results backed by a 90% pass rate. The profession’s top educators, employers, and organizations choose UWorld.

Join the over 2 million professionals in accounting, medicine, law, finance and more who have passed their high-stakes exams with UWorld!

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Professional Services

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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.cpa Domains

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

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PREFERRED PROVIDER

8am™ CPACharge

8am CPACharge helps you get paid faster and makes billing easier for you and your clients.  With next-day deposits, Quick Bills, and secure storage for payment info, it keeps cash flowing without the busywork. Automated invoicing, itemized billing, and seamless reconciliation save you time, while custom payment pages and PCI-compliant security give your clients a smooth, trustworthy experience. CPACharge is part of 8am—the professional business solution that empowers you to deliver world-class outcomes for your clients and exceptional financial results for your business.

As a member of Colorado Society of CPAs, you’ll receive 3 months with no monthly fee when you start with CPACharge. Learn more and sign up online today.

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PREFERRED PROVIDER

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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PREFERRED PROVIDER

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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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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NovaTax

COCPA members receive an additional 20% discount on their NovaTax subscription.  

NovaTax was built after hearing practitioners voice they’re tired of overpaying for complex, over-engineered research tools. We created an affordable, modern one-stop shop for small firms—combining our Tax Advisor A.I. search prompt, Federal & State Tax Research Libraries, News from our partners at Tax Analysts, and ready-to-use Digital Marketing Content — all for under $65 a month.

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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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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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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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Software

Constant Contact

Save 10% on the standard prepay discounts.

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FetchInsights

Deliver high-value Client Advisory Services faster with FetchInsights—secure, AI-powered software from the team behind FincenFetch. Automate financial benchmarking, simplify workflows, and scale your CAS practice with an easy-to-use CRM built for accounting firms. COCPA members receive 20% off any CAS service.

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Incisive

Save 50% on Incisive’s award-winning spreadsheet intelligence software, Xcellerator. Xcellerator scans your Excel spreadsheets in seconds, identifying errors, inconsistencies and risks while providing suggested fixes. Now you have 100% assurance that your work is accurate.

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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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PREFERRED PROVIDER

TAXDOME

TaxDome is the leading practice management software trusted by more than 30,000 tax, bookkeeping, and accounting professionals worldwide to run their entire firm — from back-end workflows to client-facing services — in one hub. With TaxDome, firms deliver standout client experiences, safeguard sensitive data, and scale with confidence.

COCPA members receive two extra months added to their subscription.

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PREFERRED PROVIDER

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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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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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.