Accountancy Insurance

AUDIT SHIELD

Tax audit insurance tailored specifically to the needs
of Australian accounting firms.

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AUDIT SHIELD APP

View client status. Generate quotes.
Receive notifications. Plus more.

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PI SHIELD

Professional indemnity insurance
exclusively for accountants.

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CYBER SHIELD

Trusted cyber insurance
when you need it the most.

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TAX MAN
ADVENTURES

Where will the Tax Man show up next?

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A Global Network

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

Commitment to Innovation

We will never stand still in seeking out the best solutions available for
business intelligence, security, compliance, process, tools, and more.

Building Trusted Partnership

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

TAI claim trends 2024_Website tile post webinar

COMPANY OVERVIEW

Accountancy Insurance is the leader in protection for accounting professionals, assisting thousands of accounting firms in Australia, New Zealand and Canada.

Established in 2003, Accountancy Insurance specialises in Audit Shield – a comprehensive tax audit insurance which covers the professional fees incurred as a result of an official audit, inquiry, investigation, review or examination instigated by the Australian Taxation Office (ATO) and other government revenue authorities.

Cyber Insurance, Professional Indemnity and Management Liability Insurance are also beneficial offerings available to Australian accounting firms.

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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.

SERVICES WE PROVIDE

AUDIT SHIELD

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

PI Shield

A professional indemnity insurance designed specifically for accounting professionals. So it really is designed with you in mind, unlike other generic policies.

Cyber Shield

A cyber insurance policy which covers privacy issues, intellectual property infringements, transmission of viruses, breaches under the privacy act and other related elements.

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

SUCCESSFUL CUSTOMERS

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

Adele Wardley

Director, A Squared Advisers, Toronto NSW

Clients like to know they won’t have surprise accountancy bills if they get an unexpected audit, especially those clients who know they are doing the right thing.

Ben Matthews

Partner, Grant Thornton, Sydney NSW

Clients do not fully appreciate the time it can take to deal with investigations, audits, enquiries or reviews. Audit Shield has a sufficiently wide scope, so clients are thankful that this type of protection is available.

Darryn Smith and Duncan McCrone

Directors, MGS Accounting, Temora NSW

Audit Shield has exceeded our expectations and everything Accountancy Insurance promised.

Scott Edden

Partner, Pitcher Partners, Newcastle NSW

We tried self-insuring just ‘the good clients’ for many years, however, since we have had Audit Shield we can cover significantly more clients, administration is simpler and we have acknowledged that Audit Shield provides much better value.

Graham Spring

Director, William Buck, Sydney NSW

We have been happy all round with the AI Audit Shield service, we especially like that we approve the entire process from start to finish and clients pay to take part in the cover, so there is no charge to the firm.

Brendan Watson, Jeffrey Rake and Melissa McCrystal

Partners, Accru Rawsons, Brisbane QLD

The extensive cover of Audit Shield is a valuable offering to our clients. Accountancy Insurance has always been easy to deal with, with the process only requiring a small amount of partner time each year.

Darren Smith

Partner, Kennas Chartered Accountants, Rockhampton QLD

Audit Shield is a service we can offer our clients with confidence, knowing the policy cover is comprehensive and broad. We were pleasantly surprised at how many of our clients took up the offer.

Michelle Li

Partner, Vision Accountants, Toowoomba QLD

Audit Shield is a truly unique product which provides us with peace of mind in relation to unplanned professional fees incurred as result of audit, review or investigation.

Gary Chenoweth

Partner, Le Cornu Lewis Hancock, Adelaide SA

We have been very pleased with the experiences we have had since offering Audit Shield to our clients. Accountancy Insurance’s online portal is easy to navigate, and the support from our Account Manager is prompt and thorough.

Scott Lindqvist

Owner, Outcome Accounting, North Adelaide SA

The Audit Shield policy is broad and easy to understand, and this enables me to discuss the service with clients with confidence. I have seen an increasing number of clients taking up the offer each year, as they can see the benefit and the increase in ATO audit activity.

Mark Giglia

Owner, AR Advisors, West Perth WA

We happily offer Audit Shield to all of our clients because being subject to an audit can be both time consuming and extremely costly.

Darren Bonker

Director, Byford Accountants, Byford WA

Audit Shield has provided us peace of mind, and for our clients it has meant that they now have a choice to protect themselves. The team at Accountancy Insurance are always friendly and easy to get in contact with. We are grateful that they are always there to help.

Brett Cornwall

Director, Moore Stephens, Osborne Park WA

Audit Shield has given us the ability to get the best outcomes for our clients – because we are now effectively funded to produce detailed and thorough responses to any ATO queries and reviews.

Alexander Quarles

Director, Quarles Pty Ltd, Inglewood WA

In addition to the great peace-of-mind for both our clients and ourselves, we found Audit Shield to be a very important business tool for SMEs.

Melanie Dawe

Business Manager, Bentleys SA/NT, Adelaide SA

We have returned to Accountancy Insurance after going with a competitor for several years. The Audit Shield platform is now better than ever with minimal facilitation required by us. We’re so glad to be back working with the Audit Shield team again.

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Audit Shield is underwritten by AAI Limited (ABN 48 005 297 807) trading as Vero Insurance (AFS Licence 230859). Accountancy Insurance Underwriting Pty Ltd (AFS Licence 340731) [AIU] issues the product under a binder and Accountancy Insurance Pty Ltd (AFSL 276100) [AI] provides financial product advice about and distributes the product. AIU and AI are related companies. AI is remunerated by commission from AIU when you enter into an Audit Shield insurance contract or by other insurers for an Accountants PI insurance contract that we arrange. Insurance will not cover every event or loss. Limits apply to cover. Cover provided by an insurance policy is subject to the terms, conditions and exclusions described in the relevant policy. Contact us for a copy.

Accountancy Insurance Level 9, 60 Albert Road, South Melbourne, VIC 3205 Australia (03) 9257 3000.

Accountancy Insurance

Tax Audit Insurance, Professional Indemnity Insurance

A Global Network

Commitment to Innovation

Building Trusted Partnership

COMPANY OVERVIEW