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Bookkeeper & Accountant Insurance

For bookkeepers and accountants the risk isn't physical — it's the number that was wrong, the BAS lodged late, the advice a client relied on. Professional indemnity is the cover for that, and for registered BAS and tax agents it's a condition of registration, not an option. We place it to meet your obligations and your real exposure.

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Quick Quote

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Your quote for

A business

The trade or industry — it points us to the right insurers.

The company, trust or partnership the policy goes in.

No obligation. Subject to eligibility and underwriting.

Cover

What bookkeepers insurance covers

Professional indemnity

For claims that an error, omission or missed deadline in your work caused a client loss. It's the core cover for the profession and, for registered BAS and tax agents, a requirement under the Tax Agent Services Act.

Cyber liability

You hold client financial data and bank access, which makes you a target. Cyber cover funds the breach response, notification and recovery when something gets through.

Public liability & contents

For the office visitor who's injured and the equipment you work on. Smaller than PI in a claim, but the cover a lease or a client site can still require.

Cover, limits and examples shown are general in nature and subject to eligibility, underwriting and the terms of the issued policy.

5.0 from 250+ Google reviews

Authorised Representative of McLardy McShane Partners Pty Ltd (AFSL 232987).

FAQ

Bookkeepers insurance questions.

Speak with our team on 1300 080 323.

Do bookkeepers and BAS agents need professional indemnity insurance?
Registered BAS and tax agents must hold it — it's a condition of registration under the Tax Agent Services Act, and CPA and other bodies set minimum limits. Beyond the rule, it's the cover that responds when a client blames an error, so it's essential either way.
How much professional indemnity cover do I need?
It depends on your registration body and your turnover — the TPB, CPA and others set minimums, and higher-value clients may ask for more. We place a limit that meets your obligations and your actual exposure rather than guessing.
Do accountants need cyber insurance?
It's increasingly a yes — you hold sensitive financial data and bank access, which makes you a target, and a breach carries notification obligations and real cost. Cyber cover funds the response, and we can place it alongside your PI.

Ready to get bookkeepers covered?

Tell us what you drive in about 60 seconds and we come back to you with options.

Stonewell Insurance Pty Ltd (ABN 23 645 965 699) is a Corporate Authorised Representative No. 1285612 of McLardy McShane Partners Pty Ltd (ABN 14 064 465 309, AFSL 232987).