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Enhance Your Advisory Role with the CPA.com and Paychex Partner Program

Your clients need guidance to navigate today’s changing regulatory landscape. Join the CPA.com and Paychex Partner Program and build on your status as trusted advisor with the knowledge and experience of the preferred HR, payroll, and retirement provider for CPA.com — a division of AICPA.

Free Enrollment
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A Win for You and Your Clients

Accounting professionals want to continually evolve and expand their practice. Clients want to grow their business and improve their bottom line. The CPA.com and Paychex Partner Program can help both you and your clients reach your goals. Exceed client expectations and elevate your strategic advisory services by partnering with industry-leading experts offering scalable solutions in HR, payroll, 401(k) planning and more.

  • When you join the program, your clients receive exclusive benefits offered only to accountant referrals: One month of free Paychex payroll, HR, and retirement services
  • Six-month, money-back satisfaction guarantee for payroll and retirement services*
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Strengthen Your Status as Most Trusted Business Advisor

Outsourcing client HR administration, payroll, and retirement, can lead to enhanced consultative opportunities and a more proactive approach to identifying client needs and challenges. Partnering with an industry expert can help create the freedom to engage with such higher-margin services that assist in the growth of your firm.

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“The big selling point for me was that the retirement plan could be totally integrated with payroll at a minimal cost. Moving to Paychex meant that the administrative tasks of managing a retirement plan were taken off my desk. Now, I don’t even have to think about it.”

Charles Treviso, CPA/PFS, CFE
Partner
Yaeger, Treviso & Associates Inc.

Choose the Retirement Plan Selected by AICPA

By joining the AICPA 401(k) Plans for Firms Member Benefit — the retirement solution for AICPA members — your firm and its employees can gain significant advantages.

Cost savings

Set-up fees significantly reduced for your 401(k) and AICPA firm members can enjoy exclusive pricing of an affordable plan.

Investment flexibility

Choose from a range of more than 9,000 investment options offered by more than 200 investment companies.

Peace of mind

Enjoy seamless payroll integration and auto-contributions, plus state-of-the-art fee transparency.

Additional benefits

With vesting and matching options, the firm gains a key recruitment and retention tool, plus it may reduce taxable income and tax liability.

“It was important for us to have a plan in place to protect the financial future of the people who were willing to make the leap and work with us, especially when we were just starting out. Plus, we knew it would be an essential benefit for attracting and retaining staff in the future.”

John Blackmon, CPA
Partner
TBK, Tax and Business Consulting
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*Restrictions may apply. See below for terms and conditions. 

Eligibility:

Valid only for new clients to Paychex payroll, retirement, and HR services who were referred by their Certified Public Accountant as part of the AICPA/Paychex Partner Program.

Payroll:

  • A credit of up to one month free on a Paychex Flex payroll package will be applied to the eligible client's invoice for their first 30 days on the Paychex service.
  • The credit issued will be the new client’s actual first month processing and service fees, or $2,500, whichever is less.
  • This payroll offer also includes a six-month guarantee (see terms below).

HR Services:

  • A credit of up to one month free on the Paychex HR Services ASO package will be applied to the eligible client's invoice at the beginning of their sixth month on the Paychex service.
  • The credit issued will be the new client's actual sixth month processing and service fees, or $2,500, whichever is less.

401(k):

  • Eligible clients will receive one month free of Paychex 401(k) recordkeeping fees charged to the plan sponsor, for their first 30 days on the service.
  • Plans structured to have only asset-based recordkeeping fees will not be charged for one month of asset-based recordkeeping fees.
  • This 401(k) offer also includes a six-month guarantee (see terms below).

Six-month guarantee:

  • The AICPA/Paychex Partner Program offers a six-month, money-back guarantee to eligible clients for Paychex Flex payroll and for Paychex 401(k) Retirement Services.
  • For Paychex Flex payroll, the six month guarantee window for payroll begins on the date that the client processes their first Paychex payroll. For 401(k), it begins at the time the client processes their first 401(k) deduction.
  • To request the six-month, money-back guarantee, the eligible Paychex Flex payroll client must make a formal request in writing to both their payroll specialist and the Paychex 401(k) Service Center. These written requests must be received by Paychex no later than the close of business on the last day of the sixth month on the subject Paychex service.  Any request made after the end of the sixth month is invalid.
  • This offer is only valid for eligible clients who are terminating the service being refunded (Paychex Flex payroll and/or Paychex 401(k) services). Additionally, the client’s invoices must be fully paid and the client must be in good standing when the request is made.
  • The amount of the refund is limited to either the actual amount paid by the client in service fees during their first six months, or $5,000, whichever is less.
  • If the client who exercised a refund at any time elects to return to Paychex services at a later date, no additional guarantee periods nor refunds will be honored.