Applications / Forms
Applications, Forms, & Highlights by Insurance Carrier.
Employee Dishonesty Insurance covers acts of dishonesty by employees, or owners, of the named insured of client property. A Business Services Bond is for a sole practitioner who is required to maintain a bond to protect theft of client property. Some clients may require proof of this coverage.
Bookkeepers / Tax Preparers Resources
Exclusive discount on professional liability insurance for American Institute of Professional Bookkeepers.
The CNA Surety Program is designed specifically for Tax Preparers and offers limit options from $10,000/$20,000 to $100,000/$200,000. Not available in California.