What Do I Receive as a PSTAP Member?

Continuing Professional Education (CPE)
  • Member's only discounts - attend just a couple courses and you will save more than our dues!
  • Practical Topics 
  • In-person & Online Formats
  • The Voice of Small Firms in Harrisburg

"The Big 3" - Member Ranked Benefits 

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PSTAP Members Get a FREE Verifyle Pro Account!

Verifyle and the Pennsylvania Society of Tax and Accounting Professionals have partnered to offer all PSTAP members access to Verifyle ProTM, Verifyle’s premium, ultra-secure online file sharing and messaging service at no cost to PSTAP members. This is an annual value of $588!   

What is Verifyle? Verifyle is an extremely simple-to-use cloud storage and sharing tool that offers the most powerful encryption technology available on the web (Cellucrypt®), using six unique encryption keys for each individual item stored or shared in Verifyle.

This is big! As a part of your free Verifyle ProTM account, you’ll have access to unlimited use of Verifyle’s digital signatures capability, where you can request to have your clients sign, date and initial documents inside Verifyle.

Not only does Verifyle help to keep your communications private and secure, it also provides a polished and professional way to present yourself to existing and prospective clients.

PSTAP Practitioner Toolkit

A Valuable Collection of Models and Samples Because Who Has Time to Reinvent the Wheel?

PSTAP Members have access to this ever-growing collection of models and samples real-world documents you can adopt or adapt to fit the requirements of your firm to better serve your clients.

Models and Samples are submitted by members, attorneys and other related experts and reviewed by our committee volunteers and staff.  The documents in our library are deemed relevant and useful to the work of practitioners.

PSTAPexchange (Listserv)

You are Not Alone - Our Members Are Waiting to Answer Your Question

 What is the PSTAPexchange (Listserv)? Also referred to as Listserv, the PSTAPexchange is an e-mail discussion group where practitioners collaborate by asking questions and sharing information with other members. Once subscribed, you can send an email to the specified address and your message will automatically be forwarded to other PSTAP members who are also subscribed. It is a great way to get guidance from several people at one time or to share information that could benefit other members. 

 Why Should I Subscribe to the PSTAPexchange? This is knowledge sharing at its best - a "heads up" for everything happening in the industry! You can ask questions, seek guidance, and receive timely assistance in the amount of time it takes to send an email. 

Won't that Clog Up My Inbox? You control your settings, based on your own preferences. The daily digest allows you to receive just one e-mail message a day that contains all of the discussions that were sent to the list that day. The individual email option will allow you to receive each e-mail as it is posted.  The choice is yours!  Regardless, ALL messages are archived in a password protected, searchable database available to you at any time.

SUBSCRIBE TO LISTSERV / PSTAPexchange:  MEMBERS send an e-mail to pstap-on@mail-list.com and use "Subscribe to the Listserv" in the subject line; then you will receive a confirmation e-mail stating that you're subscribed! Start posting your own questions or access our Listserv Archive in order to read & search past posts still full of relevant industry information and business insights you may need or be looking for...


Long Term Care Insurance

LTC Global specializes in Long Term Care insurance and represents all of the major insurance companies which allow them to offer you the most affordable plan that is appropriate for your individual circumstances.

Highlights of the program:
PSTAP members are eligible for a premium discount.
Your extended family members (including spouses, brothers, sisters, parents, children age 18+, grandparents, aunts, uncles and in-laws) can apply for coverage.

Health, Life & Disability Insurance Network

A Valuable Collection of Models and Samples Because Who Has Time to Reinvent the Wheel?

PSTAP offers members access to the My Benefit Advisor (MBA) program as a solution for employee benefits. The MBA program provides employers with proven expertise and dynamic technology to assist you in the planning, management, and communication of employee benefits. We also help members shop for individual and family health insurance, including exclusive dental and vision coverage from MetLife.

The MBA program’s licensed representatives guide you through quoting, comparing, and enrolling in individual and family medical coverage.

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Professional Liability Insurance

Gallagher Affinity offers customized solutions for your Professional liability and Cyber liability needs. We focus on Accountants Professional liability Insurance for Tax preparers, CPAs, Non-CPAS and Enrolled Agent and Cyber liability. Our Cyber liability Insurance starts at $299 for $500,000 in coverage, simple online application with instant coverage. Our Accountants Liability Insurance is available for individuals and firms, we work with multiple carriers to get you a competitive quote in the marketplace. All of our products deliver value without sacrificing the protection you or your firm need. 

Technical Publications

Wolters Kluwer-CCH

PSTAP and Wolters Kluwer have partnered together to offer you exclusive discounts on CCH tax and accounting books, including U.S. Master Tax Guide, Internal Revenue Code, Income Tax Regulations, the State Tax Handbook, and more! Save 40% off select Books of the Month and 25% off all other CCH Publications. Members can login to the CCH Partner page by accessing the ‘members only’ page on this website.

Quickfinder Handbook Discounts

Relied on for over 45 years, Quickfinder continues to be the leading quick reference provider for tax professionals, combining high quality content with years of editorial expertise to ensure the answers you need are right at your fingertips. Designed and written by working tax professionals, Quickfinder delivers accurate and useful answers in a down-to-earth, concise format with a sense of humor that is as unique as your clients. No matter what developments are on the horizon, Quickfinder has you covered.

The RIA Federal Tax Handbook continues to be the premier source for today's federal tax law.

The RIA Federal Tax Handbook provides you with precise explanations of tax changes affecting your business. It’s a comprehensive tax resource written in terms you know and use.
The Tax Book

 Award-winning tax research solutions for time-crunched tax professionals. Get fast answers at your fingertips, explain tax concepts to your clients, promote your practice, and help your clients stay organized, study new tax law, brush up on the basics, train a new tax pro, or learn something new.

Products & Services

Fast Forward Academy

Fast Forward Academy makes the best EA test preparation product available with a 98% pass rate and super slick technology no one else has. With a custom one-size-fits-YOU approach, you’ll pass faster on the very first try, every time. There is no comparable product on the market. Fast Forward Academy offers smart textbooks, games, study planners, only pay once policies, unlimited practice exams, free test bank questions, and communities of students studying online.


Pennsylvania Society of Tax & Accounting Professionals and Surgent Exam Review are proud to offer you an award-winning EA Exam Review experience at an exclusive 25% discount (automatically applied at checkout).

Surgent Exam Review’s courses are powered by a proprietary adaptive learning software, A.S.A.P.® Technology, which enables candidates to pass these exams more efficiently, and effectively, than ever before by crafting personalized study programs for each candidate.

Member Benefits Central

Pennsylvania Society of Tax & Accounting Professionals and Member Benefits Central are teaming up to provide you exclusive savings and discounts on your existing business expenses. MBC has negotiated with over 200 well-known vendors to provide savings to businesses like yours. These savings include telecom, credit card processing, payroll services, merchant services, web development, and more!  

Office Depot OfficeMax

PSTAP members save up to 75% off on office, home, and school supplies at Office Depot OfficeMax! Enjoy exclusive pricing and discounts on office essentials, toner, paper, cleaning products, break room items, furniture and more. Save online and in-stores.

Total Administrative Services Corporation

is an award-winning nationwide administrator of tax-advantaged health benefits plans offering comprehensive services for Clients, Participants, and Providers and serving companies ranging in size from one employee to thousands

BizPlanNOW and AgriPlanNOW can save your clients $5,000 a year on their taxes! BizPlanNOW (for small business owners) and AgriPlanNOW (for farmers) are packaged, comprehensive Medical Reimbursement Plans (HRA) based on Section 105 of the IRC and are a perfect fit for Sole Proprietors, single-member C-corporation, LLC’s, and Partnerships.

UPS Save up to 30% on UPS Shipping

PSTAP members can save up to 30% off UPS Express air, international, and now GROUND shipments. That’s a significant savings over FedEx published rates!* All this with the peace of mind that comes from using the carrier that delivers outstanding reliability, greater speed, more service, and innovative technology. UPS guarantees delivery of more packages around the world than anyone, and delivers more packages overnight on time in the US than any other carrier, including FedEx.

4imprint - save an additional 10%

4imprint offers thousands of promotional products to get your brand in front of the right people. If it has your logo, it has to be the perfect product, perfectly printed, delivered on time. Certainty—that’s the 4imprint guarantee. And, PSTAP members receive an additional 10% off 4imprints our already Guaranteed Lowest Prices!

Member's Only Shredder Event Days

As a member of PSTAP you can participate in one of our FREE shredder day events. Our shredding events have proven to be one of our most valuable member benefits. The money you save on shredding costs will likely pay for your PSTAP membership! Shredder days are held locally within each chapter. Keep your eye out for communication from your chapter regarding your upcoming shredder day event date..