PICPA Firm Alliance

Join the PICPA Firm Alliance for access to a suite of exclusive benefits curated for small firms and sole practitioners. Also, connect with your peers and discover a broad range of technical and practice management tools.

Exclusive Sponsor of the Firm Alliance:

• Client letter toolkit – Templates for all your client communications 
• TAXES – The Tax Magazine 
• Support from the CPAs on PICPA's professional and technical standards team

• Smart Charts:
  • IRC/multistate personal and corporate income tax
  • State tax
  • Federal and state tax developments

• Special offers from PICPA business service partners
  • Xero – 25% off for the first six months; watch this to learn more about this cloud-based accounting software platform
  • SmartVault – 15% lifetime discounts, 100 free envelopes, 50% discount on setup and training; SmartVault: online document storage and secure file sharing 
  • KPInterface – No-cost consultation to discuss the firm's network, cybersecurity, BCDR, cloud, IT road mapping, and compliance
  • Miles Media - Small Business Marketing Agency offering a 20% discount on all web services, free web hosting for one-year, a 10% discount on a printing order, a 20% discount on consulting services, and a free one-hour marketing consultation.
  • Capstan - In the face of growing tax code complexity, it's almost impossible to cover every area with in-house resources. For expertise in understanding and applying the myriad of complexities with the tangible property regulations and other IRS codes impacting commercial real estate, turn to Capstan Tax Strategies. 
    • Exclusive Offers for Alliance Members Only: 
      - Live webinar for members of their firm, free of charge 
      - Exclusive access to periodic Capstan videos on hot industry topics 
      - Access to the full slate of frequently requested Capstan CPA tools, including our depreciation accelerators, tangible property regulations flowchart, and more

Peer Connection

• Alliance member directory
• Private PICPA Connect online discussion forum 
• Private LinkedIn group 
• Local roundtable discussions

More Exclusives 

• Complimentary use of PICPA meeting space in Harrisburg, Philadelphia, or Pittsburgh
• Concierge contact within the PICPA