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Bookkeeping Insurance

The Insurance Marketplace For Bookkeepers

Why Insurance Canopy for Bookkeeping Insurance?

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Protect Your Bookkeeping Business

Bookkeeping insurance protects bookkeepers against lawsuits, legal claims, and damages specific to the financial services industry such as:

  • Errors & Omissions – $25,000 included(higher limits available)
  • General Liability
  • Business Personal Property Coverage

Don’t let a simple error erase your financial resources. Pick your bookkeeping insurance coverage with Canopy.

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Why You Should Carry Bookkeeping Insurance

  • You may face some liability risks unique to bookkeepers such as errors and omissions
  • Liability insurance gives you a layer of defense against claims such as mistakes or negligence
  • Financial peace of mind
  • Ability to pay legal costs for defenses, even in cases where you were not negligent. For example, if your client contributed to the negligent action by failure to disclose

Choosing the Right Insurance is Key

You can't afford mishaps that could put you out of business or put your financial future at risk.

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    Exclusions

    This policy is not designed to cover:

    • Industrial control engineers
    • Defense contractors
    • Medical software companies
    • Crypto exchanges
    • Gambling platforms
    • Physical security system installers
    •  Heavy equipment integrators

     

    Not available if you manage or control systems involving:

    • Pressure or ventilation systems
    • Fire suppression or explosives
    • Hazardous materials
    • Radiation or pharmaceuticals
    • Water supply or waste management
    • Energy, fuel, mining, construction
    • Environmental systems
    • Aircraft, drones, spacecraft
    • Watercraft, trains, automobiles, motorcycles
    • If you build firmware or embedded software controlling industrial physical equipment.
    • If you support:
    • Military operations
    • National defense
    • Homeland security
    • Law enforcement
    • Weapons
    • Anti-terrorism
    • Public safety
    • Surveillance
    • Crime detection
    • Emergency response
    • Physical security systems
    • If more than 25% of your revenue comes from:
      • Federal government work
      • Military or defense operations
    • If more than 50% of your revenue comes from:
    • Equipment installation
    • Maintenance
    • Physical service work



    Restricted if you work in:

    • Ride-sharing platforms
    • Equipment sharing platforms
    • For-rent-by-owner platforms
    • Help-for-hire platforms
    • Delivery services
    • Banking or financial services
    • Cryptocurrency / blockchain / NFTs
    • Geospatial mapping / aerial photography
    • GPS systems
    • Gambling or gaming
    • Dating or sexually suggestive content
    • Violence-related content
    • Alcohol, marijuana, CBD
    • Tobacco / nicotine / e-cigarettes
    • Flammable or electrical products
    • Food-related services

    Our licensed, U.S.-based agents are here for you from 8 a.m. to 8 p.m. Eastern, Monday through Friday, so they can enjoy evenings and weekends with the people who matter most.