Accountants Professional Liability Insurance

Travelers accountants professional liability insurance, also called CPA professional liability insurance or tax preparer liability insurance, helps protect accounting professionals and small- and mid-sized accounting firms from the risks related to performing tax preparation, bookkeeping and other professional services. As an accounting professional, you are committed to the accuracy and integrity of your work for your clients. Still, whether you are a bookkeeper, tax preparer or Certified Public Accountant (CPA), you face potential exposures just by doing business. 

What is accountants professional liability insurance?

This type of coverage is specifically designed to offer protection to accounting professionals from the array of emerging exposures you face. It can help protect your firm against losses resulting from negligence, errors and omissions in the performance of professional services. This errors and omissions policy can be tailored to fit your business needs.

Key policy benefits

  • Network and information security offense coverage
  • Security breach remediation and notification expenses
  • Investment advisor coverage
  • Personal fiduciary coverage
  • Crisis event expense reimbursement coverage
  • Pre-claim assistance

As part of your coverage, Travelers provides a broad array of risk management resources to assist in proactively mitigating accounting liability exposures, including a risk management helpline which provides up to a one-hour consultation with a premier professional liability defense firm.* This helpline provides confidential, knowledgeable and expert resources on a wide range of risk management topics.

Who is accountants professional liability insurance right for?

  • Accounting professionals (CPAs)
  • Bookkeepers
  • Enrolled agents
  • Tax preparers
  • Small and mid-sized accounting firms 
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Insights to help you manage risks at work and on the road

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Any questions so far? We can help.

Find the nearest Travelers insurance agent for your insurance needs.

Are you protecting your company from potential risks?

With a Travelers Professional Liability policy, you'll have access to the latest Risk Management resources.


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Applications and forms for agents

Access all management and professional liability applications, as well as the surety bond forms library.

* Assistance from defense firm attorneys is not intended to replace your firm’s need to hire counsel to assist in making risk management decisions.