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Customized websites for accounting professionals. Visit our site to view a demo and start your free trial.



Over 30,000 tax and accounting firms trust CFS for affordable, high-quality and reliable software, including TaxTools and Payroll System, and a complete line of tax forms, folders, checks and address labels.


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We have partnered with TheTaxBook, offering award-winning tax research solutions for time-crunched tax professionals.

Our Members can save between 10-25% off and receive free shipping!

Jacob Meyer


Through an alliance with Wolters Kluwer we offer member benefits on valuable and industry leading research and learning products and solutions. This relationship gives you the necessary tools to expand your professional development, enhance your knowledge and increase your expertise on tax, accounting, financial and estate planning, audit topics and more.

With leading titles in taxation, accounting, estate planning and more, Wolters Kluwer offers 100+ publications with expert information to help you stay on top of industry and market-leading developments. CCH Publications are available in both print and eBook formats.

California Society of Enrolled Agents Members enjoy 25% off ALL CCH Publications year round. Log-in using your username and password to access the secure website and order your publications today!


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Tax software products that feature instant downloads of IRS Transcripts. Compare our core products, including ProPlus, Executive License and a Stand Alone Bankruptcy Calculator.



Tax and accounting software that simplifies your practice so you can help more clients. Specializing in Practice Management, Tax Resolution and Transcript Tools. Sign-up for a free trial!



The investment advisor partner for tax professionals. Team with our RIA to be compensated for investment management and financial planning services to your clients.



Your trusted insurance provider for auto, homeowners, business, life, health and professional liability insurance.


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A simple way to share tax information with clients. Your annual subscription puts dozens of easy-to-understand tax newsletters, fact sheets and organizers at your client's fingertips.


Providing continuing education and research solutions to tax professionals, including live tax seminars, self-study CE, on-demand webinars and much more.


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     Private Insurance Exchange

CSEA has partnered with a member benefits insurance broker to provide access to a large network of plans. You can shop online or speak to a knowledgeable enrollment expert who will help you navigate your options. Insurance products available include:
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Eligibility will be verified prior to enrollment. Preview the program here:


The Leading IRS Tax Resolution Software for EAs, CPAs & Tax Attorneys

Robert Sampson III
877-474-8285 ext 104

Use discount code to save $100 on single user annual license!  Monthly and multi-user discounts also available.


Quickfinder Handbooks

800-431-9025, option 1

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Login to view the discount code for up to 20% off Quickfinder products:

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For over 40 years, providing the best income tax software available, including online tax return software and business tax software, you can prepare any tax return, personal or business, federal or state.



A full-service entity formation company, specializing in the formation of corporations, limited liability companies, limited partnerships in all 50 states and business and tax education for the Business owner.


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Save 10% on all Gleim tax and other accounting review systems and CPE packages.


Providing industry-leading professional tax software, including ProConnect Tax Online, the #1 professional cloud-based tax software, Lacerte for the high volume and complex returns, and ProSeries with tools to save you time.

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CSEA  members have access to exclusive members-only discounts at Office Depot and OfficeMax. Thousands of products are discounted up to 75% off the regular prices. Discover how you can start saving now.


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