Accountancy Insurance

A Global Network

We have solutions to protect accountants and their clients in
Canada, Australia, and New Zealand.

Commitment to Innovation

For over 15 years, we have been providing truly tailored solutions for accounting firms and their clients.

Building Trusted Partnership

We partner with clients to put recommendations into practice
and work directly with them over the long-term.

COMPANY OVERVIEW

Accountancy Insurance was established in 2003 specializing in Audit Shield – a comprehensive offering which covers the professional fees incurred as a result of an official audit, enquiry, investigation or review of a filed return instigated by Canada Revenue Agency (CRA) and other relevant government revenue agencies. Today more than 3000 accounting firms in Commonwealth countries enjoy the benefits of Audit Shield.

Know More

Powered by knowledge

We work solely with accounting firms, so we understand what is happening in the industry, and also how precious your time is.

Client centric

Our success has been gained as a result of our collective passion for customer service and ensuring our offerings always reflect our client’s needs.

DISCOVER AUDIT SHIELD

Tax audit insurance tailored specifically to the needs of Canadian accounting firms. We have the history and depth of knowledge to ensure Audit Shield has you covered when it matters.

We truly take the risk and the hassle out of government initiated reviews/audits – freeing you to offer better service to your clients and to grow your business.

SUCCESSFUL CUSTOMER

At Accountancy Insurance our vision is to be the pre-eminent provider of tax audit insurance to accounting firms across Commonwealth countries.

We partner with thousands of accounting firms throughout Canada, Australia, and New Zealand to provide an end-to-end solution that best suits the needs of accounting firms and their clients.

Ken Schultz

Principal, Integra Solutions Group CPA, Calgary AB

Audit Shield has enabled us to facilitate discussions with our clients regarding the way governments have stepped up their questions and the issues that are now being explored by them and, consequently, the time that we have devoted to dealing with those issues and questions.

Carrie Gronemeyer

Partner, Bevan & Partners, Brooks AB

We have seen an increase in Canada Revenue Agency audit activity in recent years, so we believed it would be beneficial to offer Audit Shield to manage those costs to our clients.

Mike Redden

Partner, Good Redden Klosler LLP, Simcoe & Tillsonburg ON

Audit Shield gives our clients freedom from uncertainty. Clients come to accountants to get things done properly, but with the Canada Revenue Agency in the mix, things can go off the rails. Audit Shield gives clients a level of assurance that everything is going be ok.

Hugh Neilson FCPA, FCA, TEP

Director, Taxation

I know that I've been very happy with the results of making Audit Shield available to clients at our firm. Even clients who decline still appreciate being afforded the choice, and I have had quite a few note that this is a no-brainer for them, based on costs incurred in the past from CRA reviews.

Michael Keltz

Principal, Michael H. Keltz Chartered Accountant, East York ON

It was no hassle to implement Audit Shield and the Accountancy Insurance team were pretty spot on with the expectation of client take up.

Don Scott, FCPA, FCA

Tax Partner, Welch LLP, Ottawa, ON

I have been very happy with the results in being able to offer up Audit Shield to Welch LLP clients. Great service from Sharon and the crew at Accountancy Insurance.

Tech boom could lead to a divide between ‘have’ and ‘have not’ Canadian cities

Although Canadian cities presently have far more equal job markets than their American counterparts, a recent report from TD Economics suggests that the booming tech industry in select cities could eventually lead to a two-tired job market. The report notes that there are many more job opportunities in cities with a burgeoning digital sector; Toronto, […]

Can the CRA force a taxpayer to provide any document during a GST/HST audit?

7th August 2019

Credit: Mondaq

We regularly get asked whether the Canada Revenue Agency (“CRA”) can ask for particular documents during the course of a goods and services tax (“GST”) / harmonized sales tax (“HST”) audit or during a GST/HST appeal. Usually, the question is in the form of a statement “they are not allowed to ask for that”. Our answer to the question “Can the CRA force me to give them this document” depends upon the document that is being requested and the relevance of the document to the issue.

Read full article…

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Insurance will not cover every event or loss. Limits apply to cover. Audit Shield is underwritten by certain underwriters at Lloyd’s. Cover provided by an insurance policy is subject to the terms, conditions and exclusions described in the relevant policy. Contact us for a copy.

Address: 214 King Street West, Suite 610, Toronto, ON M5H 3S6. Phone: 1 800 353 3750.

Accountancy Insurance

Audit Shield

A Global Network

Commitment to Innovation

Building Trusted Partnership

COMPANY OVERVIEW