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Connect with our Preferred Partners
COCPA members are connected to a network of specialty partners with insight and resources to help strengthen the CPA profession
The following Preferred Partners of the COCPA are just as dedicated to the accounting profession as you are. These partners have a wealth of information to share with members and have made a financial commitment to support the Society in its efforts to communicate the latest innovations, technology, and information. We encourage you to support these companies when it makes sense and to make them your first choice.
CAMICO was founded by CPAs in the 1980s, introducing a new way of approaching Accountants’ Professional Liability Insurance that focuses on helping firms reduce their malpractice risk exposure. In addition to comprehensive policy coverage, policyholders have the best practice and 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.
Unlike generic payment solutions, CPACharge was developed specifically for CPAs, enrolled agents, and accountants, providing a simple, affordable online payment solution that allows you to securely accept credit, debit, and eCheck/ACH payments from anywhere. Not only is it easy to use, CPACharge exceeds standards for internet security and PCI Level 1 compliance. CPACharge’s proprietary technology utilizes sophisticated safeguards and advanced data encryption methods to ensure sensitive information is always protected.
CPACharge is an approved member benefit for more than 38 state CPA societies and is the only payment solution offered as an AICPA Member Discount.
As a proud new member service of the COCPA, we’re offering you 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.
For more information, visit the COCPA landing page or call (855) 612-1016.
Intuit Accountants focuses on helping tax and accounting professionals save time, grow their practice, and make a meaningful difference in their clients’ lives. Over 100,000 firms rely on our industry-leading software — Lacerte®, ProSeries®, ProConnect™ Tax Online and QuickBooks®. Our innovative ecosystem of financial management solutions serves approximately 50 million customers worldwide, unleashing the power of many for the prosperity of one.
Visit proconnect.intuit.com for the latest on ProConnect Tax, Lacerte Tax and ProSeries Tax, visit proconnect.intuit.com/training to take advantage of all the free training opportunities, or call 844-877-9422 for assistance and sales.
Ignition is a client engagement and commerce platform for professional services businesses to streamline how they engage clients and get paid.
Businesses such as accounting and bookkeeping firms use Ignition to help them grow, be more efficient, and create win-win client relationships.
With Ignition, you can easily win new business with impressive digital proposals, engage new and existing clients with a clear scope of work, and get paid on time by automating payment collection – all in one place.
Ignition also connects with leading apps to run your business on autopilot and automate time-consuming tasks, such as client onboarding or invoicing. That means less admin, and more time winning and retaining clients.
To learn more about Ignition and schedule a demo Click here
Xledger empowers CPAs with highly automated accounting software in the cloud and is offering an exclusive 10% discount to all COCPA members! Robust BI tools allow CPAs to cut average audit times by 50% while going hands-free on up to 75% of manual tasks. Trusted by globally renowned audit firms BDO and PwC and boasting the industry’s highest lifetime customer retention rate, Xledger provides a unified finance management solution to 10,000+ customers worldwide. Xledger Cloud ERP automates manual accounting processes ranging from bank reconciliation to data entry. Accountants can work securely and collaborate from anywhere in real-time on our ISO 27001-certified cyber secure cloud solution. Click here to contact Xledger for more information or to schedule a free demo.
Exit planning, investment banking, wealth management – built for entrepreneurs. No matter where you are in your entrepreneurial journey, Class VI has you covered every step of the way. We’re focused on just one outcome – your success.
What can Class VI do for your business or your clients’ businesses?
Assess – Class VI’s proprietary web application, CoPilot, gives COCPA members a detailed, objective investor’s view of their business. Know what drives value in your business and what risks may be holding you back from a premium valuation.
Grow – There’s only one formula you need in business: Growth = Good. The Class VI Pathfinder Program will help ensure you achieve your full growth potential, build value and make sure you’ll be thoroughly prepared for any transaction.
Sell – Selling your company is a big, big deal. Know that our interests are 100% aligned with yours – to get you the best deal we possibly can.
Thrive – Technically it’s called wealth management. We just call it the good part
Cost Segregation Services Inc (CSSI) has more than 20 years experience, and is the national expert in the areas of Cost Segregation and Tangible Property Regulations. We partner with CPAs/tax professionals, tax attorneys and commercial real estate brokers in all 50 states. We keep them up-to-date and assure they are compliant with the latest regulations effecting commercial and residential rental property owners.
What makes us different is the fact that we provide quality engineering-based studies, the IRS’ preferred methodology, and because of this approach we have never triggered an audit or had a study overturned. CSSI stands behind its work. Our fees include transportation, site-surveys, audit defense, on-going consulting and 3115 481a change of accounting form drafts when needed. Be your client’s hero, increase their cash flow and tax benefits. And COCPA members get a 5% discount on any engagement by mentioning their membership.
Call or email your Colorado CSSI representative, Bonnie Griffin Kaake, for more information at 720-504-5776, bonniegk@costsegregationservices.com or BonnieGK.cssistudy.com
Kelly Ramsdale & Associates is a settlement and income planning firm in Denver. We specialize in tax-deferred solutions in settlements and transactions using structured settlement annuities. We can help your clients defer taxes when selling a property or a business, or in settlements involving breach of contract, employment, discrimination, intellectual property, sexual harassment, fraud, malpractice, divorce, and many other types of cases.
For more information, please contact Kelly Ramsdale at (303) 996-6600 x1, kelly@kellyramsdale.com, or visit our website at www.kellyramsdale.com.
Netgain is a Denver-based company that builds state-of-the-art software tools to automate accounting. NetLease is Netgain's flagship product to streamline the adoption of ASC 842 and GASB 87. Create lease amortization schedules, journal entries, and disclosures in minutes with NetLease.
Netgain offers solutions for both CPA firms and for individual companies. For more information, visit netgain.tech or contact Casey Stewart, cstewart@netgain.tech (720) 580-4016
Xero is a powerful cloud accounting software that improves efficiencies across your practice. With all client data stored on a single unified ledger, you and your clients can easily access and collaborate on the same set of books. Xero’s advisor tools and automation solutions reduce time-consuming manual tasks and put data entry on autopilot.
Work faster and more efficiently than ever before with Xero. For more information or to schedule a demo, please click this schedule link or contact Christian Filus, christian.filus@xero.com or (720) 408-0363.