Member savings & partner services

Get instant access & discounts to professional 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.

NYCPA

Select from the list below for more information on each service category:

Member Savings & Partner Services


CPA Exam Review Courses

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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Laboriosam molestiae repellat quod ut. Itaque ullam nihil voluptatem. Id quasi mollitia delectus autem numquam sit provident. Nesciunt quo non ut et.<\/p>","

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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


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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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Ut et autem sed dicta quam et quo. Soluta sit ea culpa eos sit temporibus error hic. Voluptatem facere officiis perferendis rerum perferendis est culpa facere.<\/p>","

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Continuing Professional Education Resources

Foundation for Accounting Education (FAE) Professional Development Opportunities

Advance your knowledge, earn CPE credit, and save on the learning opportunities you need most with FAE. As a member in good standing, you receive:

  • Expand your knowledge with complimentary CPE eligible education included in your membership. Choose from more than 100 self study courses and enjoy exclusive member pricing on additional professional development opportunities. A $500 value! 
  • Access hundreds of professional development programs, including FAE Conferences and Seminars, at exclusive discount member rates designed to help you save on the education you need most.

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
  • 20% off Unlimited CCH® Learning Center courses 
  • Exclusive .cpa domains from AICPA

Access the Learning Center.

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Finance

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.

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Visit cpacharge.com/nysscpa or call 866-307-5686

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SoFi

Student Loan Refinancing

  • NYCPA members and family members receive a 0.125% rate discount* when you refinance through SoFi.com/NYSSCPA.

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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Delivery Services

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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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.

Members, read more about the HelloFresh deal:

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Technology / E-Business

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. Access these savings now.

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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Finance & Accounting Technology Expo (FATE) 2026

NYCPA members receive 50% off registration to FATE 2026, taking place November 18–19 in New York City. Explore leading finance and accounting technology through practical demos, side-by-side solutions, and insights from industry leaders. Discover the latest tools in AI, automation, FP&A, accounting, and more—all in one convenient two-day event.

NYCPA Member Benefit: 50% off registration until September 30, 2026.

Register here: https://financeaccountingtech.com/

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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

Insurance

NYCPA Members can get discounts on a variety of insurance products including:

  • Life insurance
  • Accidental death and dismemberment
  • Automobile insurance
  • Dental
  • Disability Insurance
  • Group Term Life
  • Homeowners and Renters Insurance
  • Hospital Indemnity
  • Long Term Care

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For more information on Pearl Insurance Benefits for NYCPA members visit the site today!

Camico

As the exclusively endorsed provider of CPA Professional Liability Insurance for the NYCPA, CAMICO offers robust insurance coverage and risk management solutions. CAMICO understands that insurance alone is not a solution for reducing risks – that’s why in addition to comprehensive coverage, policyholders have no-cost, unlimited access to risk management services, expertise and resources. For more information, please call 1.800.652.1772 or visit www.camico.com

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Research

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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Wolters Kluwer Tax and Accounting Books

TaxAware Center

  • Keeping up with the latest tax news. Find all the current federal and state tax news in one place – an exclusive offering for NYCPA members only.

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! 

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MEMBERS: Please use the link below to access the CCH TaxAware Center:

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Shopping

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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Company Folders

Company Folders, Inc. is a leading source for branded tax folders and presentation folders for CPAs and accounting firms. For more information, visit the tax folders page or call (248) 738-7600.

NYCPA members get a 10% discount on all printing products.


Visit for more details https://www.companyfolders.com/

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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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Travel

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.

ResortPass

Take a daycation with exclusive access to luxury hotel pools, spas, fitness centers, cabanas, and more through ResortPass. NYCPA members enjoy special savings on relaxing getaways—no overnight stay required.

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Explore our membership options and join our community of success.