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.
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
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.