Member Discounts & Services

AAA Oregon/Idaho is offering a discount to OSCPA members on new AAA memberships. Sign up for a new Basic AAA Membership at the introductory price of $63 for the first year, with additional associate members at $20 (first-year discount - renewals are regular price.)

For more information or to sign up, click here.

Save over $500 on Becker's 4-part self-study CPA review courses which include unlimited access, print and digital textbooks, and digital flashcards. Plus, take advantage of our Final Review, 1,900+ additional multiple-choice questions, Live Online and/or Live courses and success coaching, as well as 5 one-hour sessions with a personal tutor.

For more information or to enroll, click here.

OSCPA members receive a 20% discount on exam prep services from Blake Carroll Coaching.

CPA Exam Prep Coaching Videos

Learn the mindset, study techniques, habits and skills needed to tackle the CPA exam in quick daily 3–4-minute videos to view at your own pace

Group coaching

Review study skills, learn together, and keep each other accountable.

FORMAT: Two 1-hour virtual sessions per month and a group message thread

GROUP SIZE: 10-12 people per group to ensure adequate attention and engagements

Blake will speak on a specific topic each session, (goals, study plans, time management, accountability, procrastination, etc.) followed by a Q&A. The group message room will provide daily check-ins and motivation and allow you to ask questions and get feedback from the group quickly.

For more information, click here.

CAMICO is the nation's largest CPA-directed program of insurance and risk management for the accounting profession. As the OSCPA’s preferred provider of Professional Liability and Employment Practices Liability Insurance, CAMICO can be an invaluable insurance and risk management partner for OSCPA member firms. With over three decades in business, CAMICO helps reduce risk exposures of CPA firms, provides CPA-focused continuing education and training opportunities, and applies a proactive approach to resolving claims and client disputes – so CPAs can get back to business with fewer interruptions. 

Some CAMICO program benefits include:

• Coverage limits of up to $15 million.
• Cyber coverage: Provides protection in the event of an attack and includes cyber breach response services.
• Continuity of Coverage: Eliminates one of the most common reasons coverage is denied—the late reporting of a potential claim—and it helps address coverage gaps that might otherwise arise due to late reporting.
• 50% reduction in deductible (up to $50,000) for early reporting of a potential claim during the policy period in which it becomes known, or use of formal mediation to attempt to resolve a claim.
• Unlimited, no-cost access to in-house CPAs, JDs and other experts via Advice Hotlines: Consult directly with CAMICO Specialists in loss prevention, tax, subpoenas, and accounting and auditing issues.
• Members-Only Site with 90+ sample letters, articles, war stories and much more.

For more information, click here.

CPACharge is the proven payment solution, trusted by more than 35,000 professional offices. Designed specifically for the accounting industry, CPACharge provides a simple, secure solution for accepting online credit card and eCheck payments. With CPACharge, clients can simply enter their payment online from any computer, tablet, or smartphone with no credit card equipment or “swiping” needed. Download a free CPACharge e-book, “Getting Paid Today: Trends CPAs Need to Know.”

Member Benefit Summary

• 1.95% & 20¢ per transaction
• $10 per month
• No minimum processing
• Free PCI Compliance
• Unlimited Support by Phone, Live Chat, or Email
• Custom Payment Page for your firm
• Recurring Payments

For more information, click here.

OSCPA members now get 20% off on ExamPrep.ai CPA Review courses!

• Innovative ReadyRating system for exam readiness predictions
• Adaptive quizzes and personalized study plans
• Comprehensive content: 6,700+ questions, 200+ simulations
• Industry-leading pass guarantee included

For more information, click here.

Simplify FinCEN BOI Reporting! Save time, eliminate errors, and grow revenues using the leading SOC 2 certified and automated cloud filing software for firms and professionals. We're proud to partner with FincenFetch to offer members an exclusive 20% off any service package.  Book a demo to get started today.  

For more information, click here.

OSCPA student and candidate members receive an exclusive 20% discount on Gleim CPA, CMA, CIA & EA Review Systems.  

With our innovative SmartAdaptTM technology, exceptional content coverage, and personalized support, you'll have everything you need to study for the CPA Exam or any other professional certification exam more effectively. Gleim has been the leader in accounting exam prep for 50 years, and in that time, we've helped accountants pass over 1 million exams. With features like the largest test bank on the market, over 100 hours of videos, Access Until You Pass® Guarantee, and the other signature features, the Gleim Review Systems will prepare you better than anything else.

For more information, click here.

State Society members are eligible for group rates on Life and Disability Insurance, developed specifically for CPAs.

For more information, click here.

OSCPA Group Health Trust Board of Trustees is excited to share information regarding the 2023 Medical, Dental, Vision, and Long-Term Disability plans. We are continuing our partnerships with Providence Health Plans, Delta Dental of Oregon, and The Hartford for plans offered through the Group Health Trust.

For more information, click here.

MemberDeals provides OSCPA members with a unique opportunity to access exclusive offers to the world’s greatest entertainment and travel brands, and many other worldwide offers and attractions are available all with special pricing not available to the public.

Save on:

• Travel 
• Entertainment 
• Shopping
• Pet supplies & pet insurance
• Subscription services 
• And much more!

Be sure to visit often as new offers are constantly being added!

For more information, click here.

OSCPA members are eligible for unique benefits whether you work in public accounting or private industry, as well as discounts to refer to clients. As a benefit of our professional accounting relationship, you have complimentary access to specialized resources and tools developed to keep you informed and enhance your advisory service, such as tax forms, an accountant-specific dashboard for managing mutual clients, educational resources on current topics, program offers, retirement benefits and more.

Paychex is proud to be the preferred payroll services for the OSCPA.

For more information, click here.

Low Cost, Low Risk Credit Card Processing Available to OSCPA Members
Have you ever had a client ask if they can pay with a credit card? Most small CPA firms answer “no.” They don’t want the expense that comes with accepting credit cards.

Did you know that taking credit cards could actually decrease your overall collections cost and eliminate delinquent accounts receivable? With a ProPay Account you can now accept credit cards without the high up front costs, high monthly fees, and expensive equipment of traditional merchant accounts.

We are pleased to offer a partnership with ProPay to provide small firms with a simple and affordable way of accepting credit cards.

Account Pricing, Annual Fee: Premium Plus: $39.95, Platinum: $64.95.

Accepting credit cards provides the following benefits:

Decrease your cost of billing and collections
A recent survey of CPAs shows that, on average, 24% of A/R are over 90 days old. By taking credit cards, you can eliminate delinquent A/R and decrease your total cost of billing and collections. For many CPAs, 80% of the time spent on collections is for the 24% of delinquent accounts.

Guarantee payment within 30 days and decrease your delinquent A/R to 0% 
There are two simple steps to decrease delinquent A/R to 0%:

• Require your client’s credit card number up front before you do any work.
• Let your client know that if payment isn't received within the billing period (typically 30 days) their card will be charged.

You don’t have to rely on your clients to pay you
Instead of passively allowing clients to send you a check, you can actively collect their credit card number to ensure payment. You won't have to spend any more of your valuable time collecting from that client.

Increase customer satisfaction – “Travel Miles”
Not only does accepting credit cards increase client convenience, it also can allow them to earn affinity program benefits such as frequent flyer miles. Credit cards are rapidly becoming the preferred method of payment.

For more information, click here.

RuBook Creative™ offers accounting-themed greeting cards, gifts, and children’s books that are made by accountants for accountants. Check out the full collection of accounting-themed items for all accounting occasions including 1) office celebrations like birthdays, graduation, weddings, baby showers, and retirement, 2) motivational cards for CPA Exam takers and team members enduring busy season, 3) holiday cards and other general cards that will make your clients and prospects return your emails.  OSCPA members will receive 10% off all orders and 20% off bulk orders of 50 items or more.

For more information, click here.

OSCPA members receive a 35% discount on Surgent CPA Review!

Pass the CPA Exam with confidence! Surgent CPA Review utilizes an award-winning learning platform, A.S.A.P. Technology™, a proprietary adaptive approach to studying, to help students and professionals better prepare for the CPA Exam while studying less.

Plus, thanks to Surgent’s ReadySCORE™ feature, you will know how you’re performing as you study, as well as have an accurate measurement of what you’d score on the exam if you were to take it that day.  Enrollment includes access to 350+ video lectures from engaging instructors, a test bank of more than 7,700 multiple-choice questions, over 400 task-based simulations, customized study guides, and unlimited practice exams. Plus, Surgent’s courses never expire, so students have unlimited access until they pass!

For more information, click here.

Universal CPA Review has teamed up with the Oregon Society of CPAs to offer you 30% off to all of its course packages!

Universal CPA Review is the only CPA review course that is truly designed for visual learners which will allow you to process information faster and retain it longer. Universal CPA Review does not take a traditional, text-heavy approach in delivering its CPA review course materials. Everything from its video lectures to its e-books, to its practice questions come with a unique visual to help CPA candidates better understand the logic behind the information. Universal CPA Review is also the only CPA review course to offer video explanations for every multiple-choice practice question, as if you had a tutor by your side!

For more information, click here. 

UWorld Accounting CPA Review offers discounts on 4-part CPA Exam Review packages. The 4-part CPA Exam Review program, available for $1,999 for OSCPA members, features unlimited course duration, complimentary advising sessions, personalized study planners, thousands of AICPA aligned questions, and superior answer rationales that explain the what, why, and how of the questions. 

For more information, click here.

The Oregon Society of CPAs and Wolters Kluwer have joined forces to offer a firm member benefit that provides preferred pricing¹ on any of the more than 175 CCH® tax and accounting books including U.S. Master Tax Guide®, U.S. Master Depreciation Guide, Internal Revenue Code, Income Tax Regulations, State Tax Handbook, and GAAP Guides.

Members may purchase titles directly through the CCH Online bookstore at preferred pricing, regardless of the quantity ordered, and will be billed directly by Wolters Kluwer.

• Each month in the Books of the Month section of the Partner Page, you will find select publications at a 40% savings off their list price. The discount will automatically be applied during the shopping cart process.

¹Please note: preferred pricing discount applies to Tax and Accounting products only. The discount does not apply towards other professional publications listed on the Web page (i.e. business & finance, human resources, etc.).

For more information, click here.

Save 25% on the Award-Winning CCH Access Beneficial Ownership Solution
The BOI reporting deadline is here, and the stakes are high.

Millions of businesses need to file BOI reports this year, and many will turn to their trusted tax advisors for help. With businesses facing stiff penalties and even jail time for non-compliance, accountants are in a unique position to help clients meet filing requirement while strengthening their advisory relationship.

Add BOI compliance to your service offerings with an online filing and information management solution that guides you step-by-step through the filing process. CCH Access Beneficial Ownership is designed to shorten into a few minutes what FinCEN estimates taking up to three hours of work.

For more information, click here.