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Bookkeepers Insurance - Let us find your best coverage - errors and omissions for bookkeeping services
Bookkeeping E&O covers claims that your entries or reconciliations caused a client loss, and carriers look at services, access to client funds and credentials. Send us a few details and we will shop 50+ carriers for your best rate – no cost, no obligation. Prefer to talk? Call 800-616-3490.
Bookkeepers Quote Request
Applicant Information:
Have these handy
- Services and revenue mix
- Number of clients
- Access to client accounts
- Five years of loss runs
Related coverage
Coverage details
What Bookkeepers coverage includes
Bookkeeping E&O covers claims that your entries or reconciliations caused a client loss, and carriers look at services, access to client funds and credentials.
- Professional liability - Claims that your advice, work or omission caused a client a financial loss.
- Defense costs - Attorney fees and court costs, even when the claim has no merit.
- Client funds handling - Errors when paying bills on behalf of clients.
- Cyber and privacy - Breach response and liability for client data you hold.
- General liability / BOP - Slip-and-fall injuries, office property and business income.
Good to know: avoiding check-signing authority over client accounts is one of the best ways to keep rates low.
Not covered: theft of client funds unless crime coverage is added, and tax preparation unless declared.
Insurance Application:
Bookkeepers
Required forms
Bookkeepers Supplemental Application (PDF)
Download, complete and email to info@societiesinsurance.com, or attach it with your quote request.
Contact details
Prefer to talk?
- Toll-Free: 800-616-3490
- East Coast: 706-550-4418
- West Coast: 206-755-0101
- info@societiesinsurance.com
- Mon-Fri 8:00am - 6:00pm, Sat 9:00am - 12:00pm