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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.
McGuire Sponsel is a trusted specialty tax team that delivers reliable, audit tested tax solutions to more than 500 CPAs and real estate firms in all 50 states.
By partnering with McGuire Sponsel, leading CPA firms can proactively deliver specialty tax services. Our expertise includes:
We are honored to be an industry leading technical resource to CPAs and are proud knowing our approach places the highest value on relationships as we partner with firms across the industry to deliver proven solutions to your clients.
For more information, reach out to Taylor Lehnert, Relationship Manager, here or visit our website at www.mcguiresponsel.com.
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.
CSSI – Cost Segregation Services, llc is the premier tax benefits and consulting firm for CPAs and their investor clients.
We have over 21 years of experience serving clients and their tax professionals in all 50 states. CSSI specializes in engineering-based studies to increase tax benefits and cash flow for businesses and commercial real estate investors. If ever needed, we provide no-cost audit defense for as long as the property is owned plus 3 years. CSSI’s expert services include: 179D, cost segregation, R&D credits, up to 25 LEEDs credits, Green Zip Tape, Partial Asset Disposition, on-going consulting and more.
Call or email your COCPA representative for no-cost reliable estimates: Bonnie Kaake “Cake”, Bonnie.Kaake@CSSIservices.com or call 303-475-4459 cell.
For additional information on our services, go to https://CSSIservices.com/sales/bonnie-kaake
Fyle has the singular aim of reducing the time spent on expense management. Nestled within everyday tools like Gmail, Outlook, Slack, MS Teams, text messaging, and email, Fyle provides employees a unique way of submitting expense receipts on the go. Fyle directly integrates with business credit cards to provide real-time data feeds. Fyle’s AI-enabled engine instantly codes & categorizes spend information, and pushes the data to accounting software like NetSuite, Sage Intacct, QuickBooks Online.
Learn more at fylehq.com.
Human Interest offers a simplified, automated, and flexible 401(k) that delivers on the needs of small and medium-sized businesses. Our mission is to ensure that people in all lines of work have access to retirement benefits and a path to financial independence. Human Interest continues to help thousands of businesses and their employees plan for retirement across America.
With Human Interest you can get the benefits of a large-scale retirement plan with less of the hassle, such as:
Learn more at humaninterest.com.
Integrated Partners was founded on a powerful idea: To empower CPAs like you with the guidance and tools needed to establish an elite wealth management division within your firm. We’ll provide the blueprint to help you make an even greater impact for your clients, while simultaneously boosting your revenue, and enhancing the value of your firm.
The end result: A successful collaboration with our team of tenured and credentialed advisors to bring boutique, concierge financial planning services to your clients. You will retain full ownership of the entity and share in revenue, all with minimal upfront costs.
Click here to learn more. Click here to schedule a strategy call.
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
TriNet is the industry leader in providing SMBs with industry-tailored full-service HR solutions including access to human capital expertise, benefits, risk mitigation/compliance, payroll and industry-leading technology.
COCPA members get preferred pricing* to TriNet’s full-service HR Solutions - including pre-built integrations with leading accounting software, R&D, tax processing expertise, healthcare benefits and more. To get started, please reach out to your Colorado rep, Dave Severino, CPA .
*Subject to certain restrictions, including must be a new client and must meet certain worksite employee threshold requirements.
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 contact Devin Eppers, devin.eppers@xero.com or 720-854-4825.
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Your Part-Time Controller, LLC, (YPTC) is a national firm with over thirty years of experience building stronger nonprofits. YPTC offers valuable, specialized services such as accounting, financial reporting, data visualization, and more. Support, flexibility, and transformation mark our overall approach; we meet clients wherever they are. As a partner and strengthening agent, YPTC allows nonprofits to focus on what matters: furthering the mission of the organization.
For more information, please visit our website.
Rightworks empowers clients to run a modern business via our award-winning and secure intelligent cloud—Rightworks OneSpace. The only cloud platform purpose-built for the accounting and tax profession, OneSpace is customizable—enabling firms to create a unique tech stack and offer users a unified, single pane of glass experience.
Gain peace of mind with:
Navigate the ever-evolving cybersecurity landscape by safeguarding your data, devices and employees. Rightworks offers comprehensive solutions to bolster your security efforts. Don’t let cybersecurity standards overwhelm you. Get the help you need to create your Written Information Security Plan (WISP) from Rightworks, today.
For more information, visit our website at www.rightworks.com or click here to schedule a time to discuss your needs.
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In 2010, two visionaries, Kevin Welch and Sue Shirley, set out to revolutionize the payroll industry. Disheartened by the lack of quality service and outdated technology, they founded Journey Payroll & HR with a simple yet powerful mission: to put people first. Our roots run deep in a commitment to exceptional customer service and unwavering integrity. What sets us apart isn’t just our innovative technology, but our genuine care for our clients and partners. We believe in building lasting relationships, not just processing payrolls.
For more information, visit our website at journeypayrollhr.com
TaxDome is an all-in-one software platform designed to streamline operations for tax professionals and accounting firms. It offers tools for client management, document storage, secure communication, task tracking, and automated workflows—all in one intuitive interface. With features like e-signatures, invoicing, a client portal, and integrations with popular tools, TaxDome helps firms save time, improve client relationships, and scale their businesses efficiently. Whether you're a solo practitioner or part of a larger team, TaxDome empowers you to focus on delivering exceptional service while automating and organizing your back-office operations.
For more information, visit their website at: taxdome.com
