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:



Technical Resources

Enhanced Wolters Kluwer Tax Aware Center, including ...

  • 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

Exclusive to Firm Alliance Plus Package:

  • Access to the accounting and auditing research tools in the Wolters Kluwer Accounting Research Manager

Preview the Accounting Research Manager >

Practice Management

  • Per diem and internship listings in the PICPA Career Center 
  • Quarterly webinars on practice management topics (up to eight CPE credits)   
  • 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


  • All CPAs on staff must be current PICPA members in good standing
  • Eligible firms will have eight or fewer professional staff


Firm Alliance
$1,500 Introductory Rate

for the 2020-2021 Membership Year

Annual fee - $3,000

Includes access to all benefits listed above

Firm Alliance Plus
$2,250 Introductory Rate

for the 2020-2021 Membership Year

Annual fee - $4,500

Includes all benefits listed above plus access to the Wolters Kluwer Accounting Research Manager

Charter Firm Alliance memberships are 50% off, and will be billed annually with a term of May 1-April 30. Invoices will be sent in April to the primary firm contact.


Sign Up Now

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