Professional Liability / E&O
Helps address claims related to mistakes, missed deadlines, negligence allegations, or professional advice.
Industry checklist
Coverage checklist for bookkeepers and tax preparers
Financial service providers handle sensitive data and give professional services that can create E&O and cyber exposure. Use this page as a quote preparation checklist, not as legal or insurance advice.
Cyber Liability
Helps with costs tied to data breaches, cyber incidents, notification, recovery, and liability.
General Liability
Helps address common third-party bodily injury, property damage, and advertising injury claims.
Business Owner's Policy
Bundles general liability and commercial property coverage for many small businesses.
Questions to ask before buying coverage
- Which policies are required by client, landlord, venue, lender, or platform contracts?
- Are employees, contractors, vehicles, job sites, or customer data part of the risk?
- What limits, deductibles, exclusions, and certificates will a client expect?
- Does the policy match your state, revenue, payroll, services, and claims history?
Search topics this page targets
- bookkeeper insurance
- tax preparer e&o insurance
- accounting business insurance
- bookkeeping professional liability insurance