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 and practice management tools.

Benefits:

Exclusive Sponsor of the Small Firm Alliance

• 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.
• Wolters Kluwer – In addition to TaxAware Center, Alliance members have access to:
  • Client Letter Toolkit - templates for client communications
  • Taxes - the Tax Magazine
  • IRC/Multistate Personal & Corporate Income Tax Comparison Smart Charts - compare how specific items are handled in multiple states at one time
• 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