Working in an accounting firm entails significant responsibility toward clients, their data, and their financial security. A simple oversight, omission, or even misinterpretation can have serious consequences. That’s why specialized insurance for accounting firms is essential. It not only protects you in case of professional errors but also covers your equipment, premises, employees, and more.
At J. Gérard Fortin & Associés, we understand the unique risks of your profession. Our experts collaborate with insurers who have designed protections specifically for accounting firms. This ensures comprehensive coverage tailored to your practice’s reality, integrating seamlessly with your professional liability insurance.
Protect your reputation, peace of mind, and the longevity of your firm with insurance crafted for you.
Choosing insurance for an accounting firm isn’t just about ticking a box. It requires assessing your actual needs, understanding your practice’s vulnerabilities, and selecting protections that offer a safety net commensurate with your responsibilities.
The experts at J. Gérard Fortin & Associés can assist you in evaluating every aspect of your situation to build a perfectly tailored policy.
A well-structured insurance plan goes far beyond general and professional liability.
Protects your firm in case of professional faults, oversights, or erroneous advice causing harm to a client.
Covers your employees when acting within their official duties, including potential errors in their interventions.
Ensures important documents, including clients’ financial and confidential data, against loss or deterioration.
Protects trust funds or accounts held on behalf of your clients.
If you own decorative artworks in your offices, they can be insured at their full value.
Covers damages to a leased premises, such as fire, water, or accidents.
If you or a firm member serve on a nonprofit board, this protection is essential.
Covers theft, loss, or damage to equipment used in your daily work.
Protects against claims related to accidents on properties under your responsibility.
Yes, many protections can be extended to include remote services, depending on the nature of your activities and the equipment used.
Absolutely. Contracts can be revised at any time with the help of an advisor to adjust to the evolution of your operations.
Yes, it is compatible with the requirements of most professional orders, but it is important to verify the details with your broker to ensure compliance.