All the Benefits,for One Price.

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Pricing

An Exclusive Paychex PEO program with access to large group insurance rates and fortune 500 benefit offerings.  Includes a free 401K plan, professional payroll processing, a dedicated HR business partner and free EPLI & Cyber insurance.








Savings Hub

Previously, small business options for obtaining health insurance were limited to purchasing plans directly from insurance carriers, or via online marketplaces. Both options come with high premiums, deductibles and out of pocket maximums. Self-employed professionals and businesses of all sizes now have an alternative to private and exchange plans. Through our exclusive relationship with Oasis®, a Paychex Company, not only will you have access to competitive group health insurance rates, but you also get back-office support.<ul><li>Save up to 45% when Switching Providers</li><li>Medical, Dental, Vision, Life and Disability Insurance</li><li>National Physicians PPO Plans and Networks</li><li>Free 401(k) Plans and Liability Insurance (EPLI)</li></ul>

Gain access to the best-in-class accounting software that 4.3M businesses use to simplify and easily manage financial reporting – best of all, it’s at a 30% savings.


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Elite

With QuickBooks, you can run your business all in one place – track sales, expenses, and cash flow, pay employees, and ensure you’re always ready for tax time.&nbsp;Discover the power and convenience our software provides at deep discounts on our three most popular versions!As the #1 accounting software for small to medium-sized businesses, you can rest assured knowing your accounting needs are being properly handled.Choose which QuickBooks Online or Desktop version is best for your business.&nbsp;Essentials<ul><li>For up to 3 users</li><li>Track your income and expenses</li><li>Send unlimited estimates and invoices</li><li>Download transactions from your bank and credit card accounts</li></ul>Plus<ul><li>For up to 5 users</li><li>Includes all capabilities of Essentials</li><li>Prepare and print 1099s</li><li>Track billable hours by customers</li></ul>

A secure payment system that allows clients to submit debit and credit card payments right through your website. This payment portal will be fully branded with your firm’s logo and company colors so clients receive a seamless experience.  

Eliminate the hassle of paper bills and digging through the mail for checks. Bluefin creates a secure payment processing system that is built right into your firm’s website using your logo and company colors. Clients can easily click through to make debit and credit card payments right on your website, saving administrative time, reducing postage costs, and increasing client satisfaction.&nbsp; Bluefin leads payment processing with the most robust and secure variety of payments for merchants of all sizes. And as a participating organization of the PCI Standards Security Council, you can rest assured that every product you use from Bluefin has been built with the highest level of security in mind.

Access to real and relevant deals every day for everyone! Access over 300,000 offers and incredible savings of up to 60% on hotels, 30% on movie tickets, 60% on apparel and many more!

Employee Perks

We are excited to announce our partnership with BenefitHub, an exclusive discounts &amp; rewards marketplace. The marketplace features discounts on nearly anything you can think of and use on a daily basis.&nbsp;Just click the button to launch, no login required! Start saving instantly.<ul><li>Hotels, car rental and vacation packages</li><li>Tickets to movies, concerts and sporting events</li><li>Local restaurants, gyms, and shops</li><li>TVs, computers, smartphones and other electronics</li><li>Apparel, shoes and accessories</li></ul>

Protect your business and assets with accessible and affordable legal representation. We offer full-service coverage and identity theft protection that saves hundreds compared to onsite counsel.  

Your independent business is likely the most valuable asset you own.&nbsp;Protecting it is vitally important. LegalShield brings to bear legal representation that is accessible, affordable, and offers full-service coverage. Why spend thousands of dollars a month, when you can pay a fraction of the cost for unlimited access to a dedicated law firm in almost every state that can cover all 26 different types of law? &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

Save up to 55% on office supplies and essentials that you’re already buying, including technology products and services. It’s time to make your operation run more efficiently, for less. 

Every business will need office supplies, from paper to pens or dish soap and extension cords. These items are used daily, so why not start the savings immediately? We have partnered with Office Depot to provide our members with a business savings program.Office Depot is the leading B2B integrated distribution company providing business services and supplies. Through their other partnerships, Office Depot offers its customers the tools and resources they need to focus on their passion of starting, growing and running their business.We bring corporate buying power and exclusive deals with Office Depot to our members, and the benefits are only one click away.

With the Linq app and smart products, you can share customized pages with all of your contact info in just one tap. Discover the future of networking. Join the 200,000+ others who have experienced modern networking.

One tap to any smart device shares all your contact information. Turn a momentary handshake into a meaningful connection. A Better Way to Connect<ol><li>Purchase a Linq smart product.</li><li>Build your profile in the Linq app. When your Linq smart product arrives, simply tap to activate your profile.</li><li>Share your profile with a tap or scan to someone's smartphone. They don't need the app!</li></ol>

Enjoy savings of up to 50% on UPS ground, air, and international express services. Plus, save time and avoid waiting in lines with free UPS Smart Pickup service. Available for new and existing customers.

We partnered with UPS to extend our corporate negotiated discounts to our members. Whether your small business ships packages to Poughkeepsie or pallets to Peking—or anything in between—UPS can help your business run more efficiently. UPS small business shipping solutions feature more than reliable and flexible shipping options. Explore solutions that can help you track and manage shipping expenses, improve cash flow and reduce other small business growing pains.

BILL Spend & Expense, formerly Divvy, is the all-in-one expense management solution that combines free software with corporate cards (credit limits from $500-$5M*) to provide you with real-time visibility and customizable control over your business finances.

By combining seamless, no-cost expense management software with a BILL Visa® Business card, BILL Spend &amp; Expense allows you to spend less time chasing receipts and more time focusing on your company's strategic goals, such as building efficient workflows, attracting new customers, and growing your services instead of managing reactive tactical operations. Plus, your clients will enjoy all the benefits that come with using BILL Spend &amp; Expense, including enforceable budgets, a live transaction dashboard, and secure virtual cards.

Shop Best Buy for electronics, computers, appliances, cell phones, video games & more new tech. In-store pickup & free 2-day shipping on thousands of items.

At Best Buy, our purpose is to enrich lives through technology. We do that by leveraging our unique combination of tech expertise and human touch to meet our customers’ everyday needs, whether they come to us online, visit our stores or invite us into their homes. We have more than 1,000 stores and more than 90,000 employees in the United States and Canada.

Save up to 15% on your annual premium on various insurance coverages including: Professional Liability (E&O), Directors & Officers Liability (D&O), Employment Practices Liability (EPLI) and more.

Are you protected with professional liability coverage? Financial services industry professionals know that E&amp;O protection is essential. Moreover, having a trusted partner with expertise in the financial industry saves you time and provides peace of mind… we are that partner.Our Financial Risk Solutions team has been crafting custom solutions since 1879, so you can be confident the policies will be carefully constructed to meet your firm's specific needs.We have a long-standing partnership with Markel, a Fortune 500 company and leading insurance carrier in the RIA space. Together, we have established meaningful pricing discounts, so E&amp;O protection is well within your reach and budget.

Rapid Finance offers a wide range of business financing options to meet each business’s unique needs. With flexible funding options, easy application process, and speedy approval times, they are sure to find a solution for your business. 

Build your business with Rapid Finance — the fast and convenient way to secure funding for all of your company’s needs.&nbsp; Rapid Finance isn’t just another funder, it’s an industry leader in securing funding for working capital, location expansion, debt consolidation and more for small businesses — just like yours. Using our simple online application process, and if approved your business can receive funds in as fast as one day. And with a team of highly-trained Business Advisors, you’ll have all the help you need, whenever you need it, along the way.

Make onboarding, training, & knowledge transfer easier and better than ever with Trainual. Capture and organize the knowledge in your business. With tools like AI and industry-proven templates, it’s easy to start generating new content quickly and confidently.

We’ve partnered with Trainual - the #1 business playbook, training, and onboarding software - to help you make scaling your growing teams much easier. With Trainual, you can document every process and policy for every role and responsibility in your business so you can onboard, train, and scale faster. Plus, it puts all of your company need-to-knows in one place so you can make delegating tasks and processes much easier. Over 6,000+ growing businesses in 170+ countries trust Trainual to help them grow their business.

Better understand your health, on your terms. Get the same quality lab tests that doctors use and trust, no doctor visit required for purchase.

Get the lab tests you need, when you need them, without the hassle. Better understand your health with test kits. Shop a variety of at-home tests and home collection kits to know where your health stands, or give the gift of health insights to your loved ones.<ul><li>Women's Health Shop a wide selection of women's health products, including tests for overall wellness, fertility, menopause, thyroid, and more.</li><li>Men's Health From testosterone tests to prostate screenings, men's health testing has never been more convenient.&nbsp;</li><li>Heart Health Better understand your heart health with tests to measure cholesterol, glucose, and more.</li><li>Allergies Buy allergy tests to measure your immune system's reaction to different environmental, respiratory, and food allergens.</li><li>Family Planning &amp; Fertility Fertility tests can help you make educated decisions about pregnancy and preconception planning. With Quest®, you can buy a variety of fertility tests for women and men to evaluate important health markers related to ovulation, pregnancy, fetal development, and sexual health.</li></ul>

Complete your application for financing in as little as 15 minutes. Review your options, choose your best offer, and you can be funded as fast as 24 hours after your approval.

Compare multiple small business loan options at once!Get loans on the most favorable terms from more than a hundred funders through Small Business Benefits Capital. The funds can be used for just about anything you need to scale your business. Accessing external capital opens up a range of possibilities for growth and taking your business to the next level. Capital Products <ul><li>Receivables Advance</li><li>Line of Credit</li><li>Term Loan</li><li>Invoice Factoring</li><li>Equipment Financing</li></ul>

Why pay more to rent a car? Book a better car at a better value than Enterprise with Turo, the world’s largest car sharing marketplace.

Turo is the world’s largest car sharing marketplace where you can book any car you want, wherever you want it, from a vibrant community of trusted hosts across the US, Canada, and the UK. A pioneer of the sharing economy and travel industry, Turo is a safe, supportive community over five million strong with more than 200,000 vehicles listed and over 850 unique makes and models available. Whether it’s a truck to help out on moving day, a Mercedes-Benz for a luxurious weekend away, or a classic VW bus for a picture-perfect road trip, Turo lets you find the perfect vehicle for your next adventure.

Visory is your partner for secure and compliant cybersecurity and managed IT services for your business.  Visory delivers secure, tailored technology solutions along with Obsessive Support®.

Are you tired of having an unresponsive IT team? We hear it all of the time, "We want to talk to people, not get stuck in an automated customer service telephone loop or virtual assistant online chat." Visory is here to help communicate with you every step of the way on all IT and cybersecurity needs. You focus on building a successful business, while we secure and support your operations.<ul><li>IT Management</li><li>Cloud Solutions</li><li>Cybersecurity</li><li>Compliance</li><li>Backup &amp; Recovery</li><li>Remote Access</li></ul>

Insurance
Comprehensive E&O Insurance Save up to 15% on your annual policy premium.
Back Office
QuickBooks Accounting Software Save 30% for 12 months
Online Payment Processing Process debit and credit card payments directly through CPA Site Solutions’ hosted payment pages
UPS Savings Account Save up to 50% on your shipping needs.
BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards.
Fast and Simple Business Financing Enjoy Discounted Rates
Lifestyle
Discount & Reward Platform Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback.
Quest Health Choose from 75+ lab tests for allergies, heart health, digestive health, infectious diseases, men’s and women’s health, sexual health and more.
Turo Car Rental 35% less than traditional companies and options for drivers under the age of 25
Lending
BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards.
Small Business Lending Free application and will not affect your credit score.
Employee Benefits
Discount & Reward Platform Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback.
LegalShield Affordable Legal Services 30% Off Legal Advice & Plans
BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards.
Technology
Best Buy Exclusive offers, promos and flash deals
Visory Cybersecurity and IT Services 10% Discount
Employee Benefits
Best Buy Exclusive offers, promos and flash deals
Onboarding and Employee Training Software 7 Day Free Trial. 10% Off Your First 12 Months.
Exclusive Paychex PEO Save 35% on group health insurance, get free EPLI and 401(k), and more
Professional Development
Onboarding and Employee Training Software 7 Day Free Trial. 10% Off Your First 12 Months.
Back Office
Visory Cybersecurity and IT Services 10% Discount
Exclusive Paychex PEO Save 35% on group health insurance, get free EPLI and 401(k), and more
Insurance
Quest Health Choose from 75+ lab tests for allergies, heart health, digestive health, infectious diseases, men’s and women’s health, sexual health and more.
Exclusive Paychex PEO Save 35% on group health insurance, get free EPLI and 401(k), and more
Popular
Office Depot Savings Program Save Up to 55% On Supplies and Technology
Linq Digital Business Cards 15% discount on all purchases

Employee Perks

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Savings Hub