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Our Risk Management Partners

Our Partners in the Risk Management Process

CPA Mutual helps members manage risk by partnering with a variety of vendors that provide valuable services at a reasonable price. Learn more about our Risk Management partners below.


NewGate Law

NewGateLawLogo.pngCPA Mutual is here to stand behind you whenever a professional liability claim arises.  We are also committed to helping our insured manage their risk and prevent claims in a complex, legal and compliance environment.  We have partnered with NewGate Law, which provides legal services exclusively to the accounting profession, to advise our insured on professional practice matters to help avert a potential claim or mitigate the insured's exposure.  From third party subpoenas and unfamiliar client requests, to engagement problems and pre-litigation circumstances, NewGate is ready with unsurpassed industry experience to assist our insured.

Click here to read more about how CPA Mutual can assist you with claims consulting and overall risk management.
Click here to read more info about "Getting Your Engagement Letter Right".



CPA Mutual recognizes the complex employment and HR risk management challenges that business owners, CEOs and managing staff face in their workplace. Small to mid-size accounting firms are at greater risk of facing an employee issue because of their limited staff and financial capacity to manage issues while also keeping an eye on growing their business.

Enquiron will provide your firm with access to employment attorneys with day to day operational experience in numerous industries nationwide through the HELPLINE program. The HELPLINE program provides employment law advice when and where you need it, before an issue becomes a potential claim.

Each CPA Mutual E&O member firm has unlimited access to Enquiron’s award-winning HR and employment law guidance, content and tools, including articles, training courses, guides, forms, posters and more. Visit the CPA Mutual Employer Resource Center to find out more about this resource. 

Click here to learn more about Enquiron Services (EPL Clients).
Click here to learn more about Enquiron Services (APL Clients).
For even more information, go to CPA Mutual HELPLine Site.




One of the most common lawsuits against CPAs is a counterclaim as a result of the CPA suing for fees. You can reduce the need for collection actions and increase your cash flow by accepting credit card payments. We chose iTransact as a value added partner because they focus their attention on the tax and accounting professional. As a valued member of CPA Mutual, you will save money on credit card processing by receiving a low national rate!

Want to learn more about iTransact? Click here to read about the benefits and to get started.


National Credit Systems, Inc.
NCSPlus-red4.gifNational Credit Systems (NCS) is an accounts receivable management firm with a collection service that increases recovery rates, lowers collection costs and improves cash flow. Unlike most collection agencies, NCS charges a flat fee of $25 per account.

Visit the National Credit Systems website by clicking here.


VeribancLogo.jpgVERIBANC provides safe and sound bank ratings on all U.S. federally insured financial institutions. Detailed research and risk analysis are also available. Since 1981, their bank rating system has helped consumers, business people and government offices manage banking risk, as well as protect their deposits and investments against bank failure and fraud. Their guarantee provides CPAs with a means to reduce their professional liability risk. They can help with their banking due diligence, due to a fiduciary responsibility or personal piece of mind, for any number of banks.

Click here for a description of VERIBANC's reports, company and track record.

Our Claims Team also provides risk management services.