Small Firm Alliance

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


Access to Exclusive Resources

  • Alliance member directory available to Small Firm Alliance members upon request.
  • Virtual info sessions on technical and practice management topics featuring roundtable discussions with industry experts.
  • Discounted listings on PICPA's job board.
  • Concierge contact within the PICPA.
  • Access to private Small Firm Alliance LinkedIn group.


Exclusive Sponsor of the Small Firm Alliance

Join the Small Firm Alliance for free today!

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Special Offers from PICPA Business Service Partners

  • SmartVault – Online document storage and secure file sharing. Small Firm Alliance members will receive 15% lifetime discounts, 50% discount on setup and training.
  • KPInterface – No-cost consultation to discuss the firm's network, cybersecurity, BCDR, cloud, IT road mapping, and compliance for Alliance members.
  • Miles Media – Small business marketing agency. Alliance members will receive 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.
  • Future Firm Accelerate – An online coaching membership that helps busy firm owners quickly scale a systematic accounting firm that drastically reduces their workload. The program includes online training, coaching from a former firm-owner that took his online firm from scratch to sale in 5 years, and a community of 450+ modern firm owners who share best practices. Alliance members will receive their first-month membership for only $15.
  • EPSA – Educational presentations regarding the R&D Tax Credit, including which industries qualify and which activities and expenses can be included. Additionally, clients of Alliance members will receive a 10% reduction in EPSA's fees.
  • Xero – 25% off for the first six months for Alliance members; watch this to learn more about this cloud-based accounting software platform.
  • Capstan – In the face of growing tax code complexity, it's almost impossible to cover every area with in-house resources. Capstan Tax Strategies will work closely with you to bring value-added services like Cost Segregation, Energy Studies, and R&D Tax Credits to your clients.  Let us focus on the fixed assets, so you can focus on your clients. 
  • Exclusive offers from Capstan 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


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

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For more information, contact India at

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