Accountants

Comprehensive Professional Liability (E&O) coverage for CPAs, Accountants, Enrolled Agents, and Bookkeepers

Accountants

Comprehensive Professional Liability (E&O) coverage for CPAs, Accountants, Enrolled Agents, and Bookkeepers

Benefits of the Program

Accountants Professional Liability Insurance is available to firms of all sizes. Our coverage applies to claims made against the insureds by reason of a negligent act, error or omission in the performance of professional accounting services. Also covered are services performed by any insured as a notary public, trustee, receiver, consultant, executor, or in connection with the American Institute of Certified Public Accountants (AICPA) or any state society of public accountants.

  • Unique First party coverages via Pro Pak Elite for eligible insureds
  • Coverage for disciplinary proceedings defense
  • Defendants Reimbursement Coverage

Product Contact

Bill Rooney, Product Manager

Bill.Rooney@phly.com

For new business inquiries, please call 800.873.4552 or submit an application to phlysales@phly.com.

Documents Required for Proposal

  • Completed signed/dated PHLY Accountants Application
  • Supplemental applications, if applicable
  • Loss History, if applicable
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