Member savings & partner services
Your membership entitles you to a suite of services and discounts. We offer these benefits to help improve your work, grow your client services, and move your career forward.
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Select from the list below for more information on each service category:

Gleim CPA Review
Gleim has helped millions of candidates pass their accounting certification exams since 1974. Authored by professional educators, the Gleim CPA Review System gives you all the tools you need to pass the CPA Exam.
NYCPA members save 20% on Gleim CPA Review Systems.
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Gleim CPA Review
NYCPA members save 20% on Gleim CPA Review Systems.
Gleim has helped millions of candidates pass their accounting certification exams since 1974. Authored by professional educators, the Gleim CPA Review System gives you all the tools you need to pass the CPA Exam.
The Gleim Premium CPA Review includes:
With our innovative SmartAdapt™ technology, exceptional content coverage, and personalized support, you'll have everything you need to study for the CPA Exam more effectively. Gleim has been the leader in accounting exam prep for over 45 years, and in that time, we've helped accountants pass over 1 million CPA exams. With he largest test bank on the market, over 100 hours of videos, our Access Until You Pass® Guarantee, award-winning customer support and other signature features of Gleim CPA Review, you can be confident on exam day!
Log into the members' only section to get started.

Surgent CPA Review
Surgent CPA Review is the fastest way to pass the CPA Exam the first time. In fact, we guarantee that if you study with us, you will pass.
Exclusive discount for NYCPA members – save 35% on Surgent CPA Review
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Surgent CPA Review
Surgent CPA Review is the fastest way to pass the CPA Exam the first time. In fact, we guarantee that if you study with us, you will pass.
Exclusive discount for NYCPA members – save 35% on Surgent CPA Review
For more information visit us at https://www.

UWorld Roger CPA Review
UWorld Roger CPA Review delivers exceptional course materials that make difficult concepts easy to understand.
Ready to become a CPA? NYCPA Members save 20% on our unlimited access course!
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UWorld/Roger CPA
Ready to become a CPA? NYCPA Members save 20%
on our unlimited access course!
UWorld Roger CPA Review delivers exceptional course materials that make difficult concepts easy to understand. We know that students facing the high-stakes CPA Exam need great preparation materials to pass quickly and perform their best on exam day. Our experts are passionate about creating an impactful learning experience that challenges, builds confidence and ultimately helps students succeed on the exam and beyond in their career.
Top reasons to choose UWorld Roger CPA Review:
1. Students First – We put our students at the heart of everything we do and are dedicated to providing them with learning outcomes that motivate, engage, and thoroughly prepare them to reach their goals.
2. 5-Star Program – High quality questions that mirror the CPA Exam, the industry’s most dynamic lectures, innovative time-saving technology and full course mobility are just a few of the reasons our students consistently rank us 5 out of 5.
3. Trusted Partner - We proudly serve the accounting profession’s top educators, employers and professional organizations to ensure success for future CPAs across the nation.
4. 91% Pass Rate – It works! If you study, you will pass!
The time to invest in yourself is NOW. Enroll today and SAVE 20%!

Foundation for Accounting Education (FAE) CPE
FAE's world class CPE is one of the best benefits of becoming a member. As a member in good standing you get:

CCH Learning Center
New from CCH:
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CCH Learning Center
New from CCH: 20% discount on over 200 online courses, available 24/7 for a full year.
20% off Unlimited CCH® Webinars Package – Explore a variety of topics specific to your needs and get unlimited access to over 200 half-day or two-hour online interactive Webinars. Discount also applies to single CCH® Webinars registrations.
20% off Unlimited CCH® Learning Center courses – Get unlimited access to over 350 online self-study CPE courses, ranging in topics from accounting, audit, tax, wealth management and more! Discount also applies to individual self-study courses.

CPA Charge
CPACharge makes it easy for accountants, bookkeepers, CPAs, and enrolled agents to securely accept credit, debit, and eCheck payments in person, online, or on the go.
NYCPA members receive competitive pricing with no setup costs, cancellation fees, or long-term contracts. Members who sign up for CPACharge will also have their monthly program fee waived for the first three months.
Visit cpacharge.com/nysscpa or call 866-307-5686
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CCPACharge
CPACharge is a simple, affordable online payment solution that makes it easy for accountants, bookkeepers, CPAs, and enrolled agents to securely accept credit, debit, and eCheck payments in person, online, or on the go. With CPACharge, you can offer clients the modern options they prefer while you get 100 percent of your payments deposited into your bank account for easy, accurate reconciliation.
CPACharge is also committed to providing an exceptional customer support experience. Our in-house team of payments experts is available by email, phone, or live chat Monday–Friday, with after-hours and weekend support via email.
As a proud partner of the New York State Society of CPAs, we offer competitive pricing with no setup costs, cancellation fees, or long-term contracts. NYCPA members who sign up for CPACharge will also have their monthly program fee waived for the first three months.
For more information, visit cpacharge.com/nysscpa or call 866-307-5686.

SoFi
Student Loan Refinancing
Personal Loans
Welcome Bonus: Members receive a $150 welcome bonus upon becoming a SoFi personal loan borrower through SoFi.com/NYSSCPA.
If you have any questions about SoFi student loan refinancing, please visit SoFi.com/NYCPA or contact customer service by calling 855.456.7634 or emailing ask@sofi.com. You can also visit the SoFi FAQ to learn more.
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SoFi
Student Loan Refinancing
As the leader in student loan refinancing, SoFi has partnered with NYCPA to bring their product to our members. SoFi consolidates and refinances federal and private student loans to offer rates customized to you, creating meaningful savings. Upon refinancing through SoFi.com/NYSSCPA, NYCPA members and families receive a 0.125% rate discount.1
Benefits include:
Personal Loans
A SoFi personal loan can help you save thousands. With low rates and a fixed monthly payment, you can may pay off high interest debt, like credit cards, or make a major purchase. It only takes a couple minutes to see what you may qualify for, and won’t impact your credit (we do a soft credit pull). If you become a borrower through SoFi.com/NYSSCPA, you’ll qualify for a $150 welcome bonus*.
If you have any questions about SoFi student loan refinancing, please visit SoFi.com/NYSSCPA or contact customer service by calling 855.456.7634 or emailing ask@sofi.com. You can also visit the SoFi FAQ to learn more.
1 If you apply and are approved, the interest rate shown in your loan documents will include an additional rate discount because of your organization’s SoFi partnership at the time of loan origination. Offer good for new customers only.
* Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. Fixed rates from 5.49% APR to 14.24% APR (with AutoPay). Variable rates from 4.99%APR to 11.09% APR (with AutoPay). SoFi rate ranges are current as of April 11, 2017 and are subject to change without notice. Interest rates on variable rate loans are capped at either 14.95%. Lowest variable rate of 4.99% APR assumes current 1 month LIBOR rate of 0.99% plus 1.575% margin. Not all borrowers receive the lowest rate. If approved for a loan, the fixed or variable interest rate offered will depend on your creditworthiness, and the term of the loan and other factors, and will be within the ranges of rates listed above. For the SoFi variable rate loan, the 1-month LIBOR index will adjust monthly and the loan payment will be re-amortized and may change monthly. APRs for variable rate loans may increase after origination if the LIBOR index increases. Not all rates and amounts available in all states. To qualify, a borrower must be a U.S. citizen or permanent resident in an eligible state and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. To qualify for the lowest rate, you must have a responsible financial history and meet other conditions. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, a responsible financial history, years of experience, income and other factors. The SoFi 0.25% AutoPay interest rate reduction requires you to agree to make monthly principal and interest payments by an automatic monthly deduction from a savings or checking account. The benefit will discontinue and be lost for periods in which you do not pay by automatic deduction from a savings or checking account. SoFi loans not offered to residents of Nevada. Other state restrictions may apply. See eligibility requirements at sofi.com/legal. Licensed by the Department of Business Oversight under the California Finance Lender Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp., NMLS # 1121636. 1 Welcome bonus will be issued electronically once you become a SoFi borrower; you have submitted a completed application with documents and your loan has been disbursed. Offer good for new customers only.

FedEx
NYCPA members are now eligible to receive valuable discounts of up to 29% on select FedEx® shipping services. There are no costs and no minimum shipping requirements to take advantage of this great member benefit.
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FedEx
Express and Ground Shipping
NYCPA members are now eligible to receive valuable discounts of up to 29% on select FedEx® shipping services. There are no costs and no minimum shipping requirements to take advantage of this great member benefit.
NYCPA members can save:

HelloFresh
HelloFresh is America’s #1 Meal Kit, on a mission to change the way people eat forever. With pre-portioned fresh ingredients (yes, even the spices!) delivered right to your door and a menu you can preview six weeks ahead, HelloFresh makes mealtime effortless — especially during busy seasons. Unlock your exclusive NYCPA discount and make dinner one less thing to think about.

Constant Contact
Constant Contact®, Inc.’s email marketing and online survey tools help small businesses and organizations connect to customers quickly, easily and affordably to build stronger relationships.
NYCPA Members receive an additional 10% off the standard prepay discounts. That is 20% off of six months, or 25% off the full year. Pre-payment is required for these member exclusive savings.

Coaxis
Managed Data Hosting from Coaxis Hosting, Inc.
NYCPA’s partner program for managed data hosting offers discounted pricing to members for secure, and compliant information technology services through Coaxis Hosting Inc. (Coaxis), an experienced provider of managed data hosting (cloud computing) solutions.
To gain more information, please visit www.coaxiscpa.com or call 850-391-1022.
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Managed Data Hosting from Coaxis Hosting, Inc.
NYCPA’s partner program for managed data hosting offers discounted pricing to members for secure, and compliant information technology services through Coaxis Hosting Inc. (Coaxis), an experienced provider of managed data hosting (cloud computing) solutions.
The Coaxis CPA program provides the following:
Coaxis CPA provides a fully-hosted and managed network solution designed to remove the complexities of federal and industry compliances, curb the demands of information technology infrastructure, and greatly minimize the threat of cybercrime. The Coaxis team has extensive experience in hosting and supporting a broad range of tax and financial reporting software applications. A Florida corporation since 2002, Coaxis operates a privately owned, single-tenant, Data Center in Tallahassee, Florida.
To gain more information, please visit www.coaxiscpa.com or call 850-391-1022.
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Lenovo
NYCPA members are eligible to save up to 30% off the everyday public web price of Lenovo’s entire line of PC products and accessories for the home and office! Call 1-800-426-7235, ext. 7224 or visit http://www.lenovo.com/us/en/m1nysscpa for details.

Insurance
NYCPA Members can get discounts on a variety of insurance products including:
For more information on Pearl Insurance Benefits for NYCPA members visit www.nysscpainsurance.com

Camico
As the exclusively endorsed provider of Professional Liability Insurance for the NYCPA, CAMICO offers broad insurance policy features and free unlimited access to expertise on a range of subjects, such as accounting and auditing, client screening, documentation, employment practices/human resources, engagement/disengagement letters, fees, billing, collection, fraud, internal controls, privacy/confidentiality, subpoena consultation services, and technical tax advice.
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Camico
Professional Liability
CAMICO – CPA Professional Liability Insurance and Risk Management Services
Exclusively Endorsed by the New York Society of CPAs
1.800.652.1772
inquiry@camico.com
www.camico.com
CAMICO was founded by CPAs in the 1980s, introducing a new way of approaching Professional Liability Insurance that focuses on helping firms proactively reduce their malpractice risk exposures. Today, CAMICO still leads the way with this unique approach to insurance protection for CPAs. In addition to comprehensive coverage, policyholders have access to the best practice and risk management services, expertise and tools, created by CPAs for CPAs.
35 Risk Management Tips
As the exclusively endorsed provider of Professional Liability Insurance for the NYCPA, CAMICO offers broad insurance policy features and free unlimited access to expertise on a range of subjects, such as accounting and auditing, client screening, documentation, employment practices/human resources, engagement/disengagement letters, fees, billing, collection, fraud, internal controls, privacy/confidentiality, subpoena consultation services, and technical tax advice. The CAMICO Members-only Site offers a wealth of tools and resources, including 90+ sample engagement letters, articles, war stories, tips and archived enewsletters. Free educational opportunities with CPE credits are offered via online, live and self-study courses.
Why CAMICO?
To learn more, visit www.camico.com or call (800) 652-1772.

NYCPA Resource Hub & Additional Research Resoures
Resource Hub: library of free downloadable content on important topics such as as tax, accounting & auditing, case studies, instury analysis, and more.
CPA's Guide to Business in New York: online resource who do business in New York State.
NYCPA Member Technical Helpline: receive guidance on tough technical questions from experts.
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NYCPA Resources
Resouce Hub
Visit the Resource Hub at hub.nysscpa.org to learn more.
NYCPA - CPA's Guide to Business in New York
The CPA's Guide to New York State. The Guide is an online resource for CPAs who do business in New York State, with brief descriptions of issues CPAs need to be aware of when doing business in the state, and a wealth of links to authoritative resources.
NYCPA Member Technical Helpline
Helping answer your toughest questions. NYCPA members can receive guidance on technical issues in auditing, financial reporting, tax and other areas from experts in these areas. Don’t wait—more than 1,000 inquiries were answered last year alone.

Wolters Kluwer Tax and Accounting Books
TaxAware Center
Tax and Accounting Books
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Wolters Kluwer
Keeping up with the latest tax news with the Wolters Kluwer TaxAware Center
Find all the current federal and state tax news in one place – an exclusive offering for NYCPA members only.
There is no need for you to waste precious time and money searching various resources for the crucial news and information you need. Wolters Kluwer TaxAware Center has all of the state and federal tax news, information and updates necessary for today’s tax professional, all in one easily accessible place. It is a “one-stop shopping” on-line resource with 24/7 access and customizable preferences and searches.
Wolters Kluwer TaxAware Center includes:
As you know, the value of the Wolters Kluwer TaxAware Center service alone equals or exceeds the cost of membership. As a NYSSCPA member you receive unlimited 24/7 access at no additional cost. To help you better understand how to use this tool, there is a new tutorial in two formats for your iPad or Browser, which you can access once you login.
Wolters Kluwer Tax and Accounting Books
The New York State Society of CPAs and Wolters Kluwer have partnered together to offer you exclusive discounts on CCH® tax and accounting books, including U.S. Master Tax Guide®, Internal Revenue Code, Income Tax Regulations, the State Tax Handbook, and more! Save 25% off all other CCH® Publications.

ODP Office Solutions
Your NYCPA Office Depot® Member Benefits Program, ODP Business Solutions™, provides savings of up to 75% on the Best Value List of preferred products with free next-business-day delivery* or in-store and curbside pickup.**
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Office Depot is Now ODP Office Solutions
Your NYCPA Office Depot® Member Benefits Program, previously Office Depot Business Solutions Division, has been rebranded to ODP Business Solutions™. Now a B2B-focused company serving small, medium and enterprise level companies like yours. You’ll receive savings of up to 75% on the Best Value List of preferred products with free next-business-day delivery* or in-store and curbside pickup.** To continue to receive your member discounts, you’ll need to re-enroll or register for an account through our dedicated ODP site.

Alan David Custom
NYCPA receive a $200 Discount on Custom Suits and Tuxedos and 10% on Sportcoats, Overcoats, Trousers, Ties, and Shirts.
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Alan David Custom
Since 1926, our old world custom suit tailors have created what are quite arguably the finest hand-made custom suits available anywhere. Our measuring techniques and patternmaking skills are time tested over the course of four generations. At Alan David Custom we manufacture full custom suits, not “made- to measure” suits. All garments contain Full Custom Construction, Full Canvas, are Hand Sewn, with Functioning Buttonholes, and Basted Fitting Options. All garments are proudly Made in the USA.
Fabrics include Loro Piana, Vitale Barberis, Ermenegildo Zegna & more. Hundreds of fabrics to choose from in every price range.
We are offering a $200 Discount on Custom Suits and Tuxedos and 10% on Sportcoats, Overcoats, Trousers, Ties, and Shirts.

NYCPA MemberDeals
MemberDeals provides NYCPA members with a unique opportunity to access exclusive offers to the world’s greatest entertainment and travel brands, including Walt Disney World® Resort, Universal Orlando Resort™, Cirque du Soleil® and SeaWorld® Parks and Entertainment, and many other worldwide offers and attractions are available all with special pricing not available to the public.
HelloFresh is America’s #1 Meal Kit, on a mission to change the way people eat forever. With pre-portioned fresh ingredients (yes, even the spices!) delivered right to your door and a menu you can preview six weeks ahead, HelloFresh makes mealtime effortless — especially during busy seasons. Click here to unlock your exclusive NYCPA discount and make dinner one less thing to think about.