
TAX
Access the tax-related resources you need to improve your work as a CPA.

Looking for answers? Find them – and your colleagues – at a COCPA Tax Study Groups.
Bring your ideas, experiences, questions, and concerns with client service and federal, state, and local taxes with you, and participate in this free-flowing roundtable conversation. It’s an opportunity to network and talk tax.
Keeping CPAs up-to-date on tax matters.
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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.

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.

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

TaxDome is the leading practice management software trusted by more than 40,000 tax, bookkeeping, and accounting professionals worldwide to run their entire firm — from back-end workflows to client-facing services — in one hub.
COCPA members receive two extra months added to their subscription.
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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.

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.