Member Benefits & Special Offers
These are a sample of the special offers that are available to IPBC Members. Join IPBC now to take advantage of these special offers. If you are already an IPBC Member, visit the My Desktop page to take advantage of the Members Only Special Offers.
Table of Contents
Education: Business Expert Webinars | The Bottom Line | Knowledge Bureau
Insurance: E&O Insurance | Home, Office & Auto Insurance | National Association Benefit Plan
Legal: Letters of Engagement | Letter of Non-compete | BackCheck
Marketing: Marketing Materials Review | Brochures & Postcards | Successories
Services: TelPay | Debit Credit Canada | Safeguard | Website Development Service | E-mail Service
Software: Mozy | Adagio | ShareFile | Simply Accounting | Logicim | e-Courier.ca | Quickbooks
Travel: Great Canadian Hotels | Park'N Fly Canada | Pacrim-Hospitality Hotels | Delta Hotels | Shell TRITON | Fairmont Hotels & Resorts | Choice Hotels | Gouverneur Hotels | VIA Rail Canada
Other: Dell | Neopost | ADT Home Security
Education
Business Expert Webinars offers education sessions performed by live presenters on the phone and supported by simultaneous presentations delivered over the Internet. Webinars are a great way for busy professionals to keep up to date and learn valuable information without leaving the office. It is critical for business professionals to constantly grow their knowledge base, and Business Expert Webinars offers a convenient means for honing their skills.
Join IPBC now to take advantage of this special offer.

The Bottom Line - The Independent Voice for Canada's Accounting and Financial Professionals
The Bottom Line is offering a 15% discount off the regular one-year (16-issue) subscription price to The Bottom Line newspaper. That means IPBC Members will pay just $78.20 for a one-year subscription to The Bottom Line, compared to the regular rate of $92. This offer also ensures that IPBC members receive a 15% discount when they renew their subscription.
Note: All renewal prices are subject to annual increase.
Members also receive discounts on products and services recommended and needed to successfully run your business, from customized business phone services and printing, to promotional products.
www.thebottomlinenews.ca/
Bookkeepers must be tax-compliant data managers who assist business owners with proper and timely information as front-line stewards of financial resources throughout the lifecycle of a business. By keeping abreast of current trends and having the most up-to-date information, you'll maximize your value proposition to your family business, your clients and their advisors, with the skills to facilitate planning for the employee, investor and owner-manager.
The Knowledge Bureau is pleased to provide IPBC members with the opportunity to earn continuing education credits with your professional organization as well as a path to excellence in practice. IPBC members receive Preferred Client pricing on Self Study programs, the Distinguished Advisor Workshops and The Distinguished Advisor Conference.
Visit us at www.knowledgebureau.com/ipbc for more information on the courseware and educational programs available through the Knowledge Bureau. For a personal professional development consultation, call toll free 1-866-953-4769.
Join IPBC now to take advantage of this special offer.

Insurance
A specially-designed group insurance program for the members of the Institute of Professional Bookkeepers of Canada at very competitive rates only available to members in group programs. It provides the all important, but often overlooked, coverage for Errors and Omissions (Professional) Liability, as well as, an optional Commercial General Liability and Office Package to cover office contents such as computers and furniture, as well as, account receivables and valuable papers, for members with their own offices. Special lower rates available if all three coverage's are availed of.
Marsh Canada Limited is an integral part of the world's leading risk and insurance services firm, with over 1,200 employees in 13 Canadian cities from coast to coast alone. Marsh is the leading professional-services firm in Canada, with unparallelled global experience.
Join IPBC now to take advantage of this special offer.
Save money on your home, office and auto insurance with Marsh Canada’s special pricing for IPBC members.
Join IPBC now to take advantage of this special offer.
IPBC, in conjunction with ManuLife Financial, is pleased to offer to our members the National Association Benefit Plan. The Plan offers four convenient levels of coverage, allowing you to choose the health and dental coverage that best suits your needs.
Join IPBC now to take advantage of this special offer.
Legal
Your membership dues at work – Each week, IPBC receives suggestions for services and products that will enhance the life and business of our members. One of those requests was for a letter of engagement. So, we scoured the country to find the best of the best to help us. IPBC has hired the nation's top accounting legal firm to develop a number of letters, to reflect various aspects of your business.
We have three letters available to you.
- Bookkeeping Only Letter of Engagement
- T-1 Engagement Letter
- Tax Engagement Letter
With a combined value of $3000.00, this one member benefit will pay for your membership dues for years to come. The documents are provided in Microsoft Word, so you can personalize them for your own use. You are encouraged to use the IPBC logo on the documents and if you have achieved your designation as a CPB-Certified Professional BookkeepersTM, you can use that special logo.
To request a copy of these letters, please send an email with your complete contact details to: ac.cbpi@ofni
Non members can purchase all three letters of engagement for only $299.00, a savings of $2700.00. Non members who wish to purchase can send an email to ac.cbpi@ofni for instructions.
Before you take on another client or an employee/contractor to help you in your growing business, ask for and use our non compete agreement. Written by the same lawyer that created our letters of engagement, this letter will protect you from your clients hiring away your staff or your staff stealing your clients.
Join IPBC now to take advantage of this special offer.
BackCheck is Canada's largest background checking company. Employment screening services include name-based criminal record verifications, credit checks, ID verifications, reference checks, employment verifications, and education/credential verifications. All services are fully compliant with federal and provincial privacy laws.
*Special rates for IPBC members. Join IPBC now to take advantage of this special offer.

Marketing
As an IPBC member, you can take advantage of our free Marketing Materials Review service. Send us your marketing materials and our marketing experts will review them and send you specific suggestions for improvement. Brochures are a great idea to build your business, if they are designed creatively and logically. Typographical errors and poor design costs you business. Take advantage of this great member benefit today and start impressing potential clients.
A $150.00 value – FREE for IPBC members.
Professional Designed Brochures & Postcards
Every bookkeeper should have a professionally designed brochure and postcard.
Our graphics professional has even agreed to make changes to your brochures and postcards at a reasonable price.
Join IPBC now to take advantage of this special offer.
Successories has a 24 year history as the industry leader for inspirational and motivational products. Successories.com is renowned as the “arbiter of inspiration” in the workplace, motivating employees, lifting spirits, and spreading positive social messages throughout the work and home environment. We currently carry over 5,000 motivational prints, awards, promotional products and executive gifts. We have recently acquired two other amazing and successful companies Awards.com and Trophy.com as well as having launched the revolutionary Design Your Inspiration website. With a customer base of over 10 million, and growing, we look forward to spreading inspiration throughout the marketplace.
Services
As a member of IPBC we will provide a discounted rate of $25.00 off of our initial setup fee of $75.00 to the client. In addition, all IPBC members will receive one-time payment $25.00 for each account they sign up to use TelPay for Business.
Top 4 Reasons to TelPay
- Save Money and Time
- Pay Anyone
- Financial Control
- Simplified Bank Reconciliation
Electronic payments for business is quickly emerging as the solution for businesses seeking to improve their AP process and financial accounting practices in general. TelPay is the leader in this exciting area of business progress.
www.telpay.ca
Now, accepting credit cards is easier and less expensive. It has been proven that you will do more business if you accept credit cards. Your funds are deposited directly into your bank account through internet or phone line, from anywhere. Streamlining invoicing is a welcome benefit to your clients and can help you earn more money. Almost every business needs to accept credit cards.
Multiple processing options are available. Phone, IP, internet shopping carts, Blackberry or regular at terminal acceptance. Ideal to present to your client’s to save them money. Be a hero to your clients.
Exclusive Rates as low as 1.65% for IPBC members. Now you can take Visa and MasterCard without the need for a terminal. Deposit funds through the telephone, right from your client's site.
Ask about the New Blackberry solution: process Credit and Debit through your Blackberry.
Join IPBC now to take advantage of this special offer.

Save 15% on custom checks, rubber stamps and important forms from Safeguard.
Join IPBC now to take advantage of this special offer.

Want a new web site but struggle with the process of setting it all up? It doesn’t matter whether you struggle because the tech side is outside of your expertise, or because you just don’t have the time. We’ve solved the problem for you.
Bookkeepers Web Design (BWD) will create a professional web site for you. And as a member of the IPBC, you’ll enjoy lower rates for their work. There are three levels of service to choose from and all include an e-mail account. Whether you want a basic site with just a few pages – or you need several pages, multiple e-mail accounts for your staff, a more customized design, and other special features to draw more visitors to your site – BWD can serve your needs.
Join IPBC now to take advantage of this special offer.

If you don’t have your own web site, it’s challenging to look professional with an e-mail that ends in hotmail.com, gmail.com, sympatico.ca, yahoo.com, or anything else. lients and prospects are less likely to take you as seriously with e-mail addresses like these. Maybe you don’t want a web site. Or perhaps if you’re just starting your practice, even our low-cost Website Development Service is beyond your budget.
Whatever the reason, you can still have a professional e-mail address. Again with the help of Bookkeepers Web Design (BWD), we’ve found a solution for you!
BWD will first get a domain you like – ideally it matches your business name. For example: Jane.Doe@DoeBookkeeping.com. Then, with BWD E-mail service for IPBC members, you’ll have 24/7 worldwide access to your e-mail from any computer connected to the web. There are many features included in this service all designed to make your work more efficient and professional. And they’ll even help you set it up for Outlook or Outlook Express. In addition, as an IPBC member, you receive lower pricing for this service. Visit the BWD web site for details.
Join IPBC now to take advantage of this special offer.

Software
What is Mozy? Mozy is a simple, smart, and economic way to protect your data. You simply install it on your computer, set it up, and then never worry about data loss again.
Specifically, Mozy:
- Is simple to set up
- Performs backups automatically in the background
- Encrypts all files on your computer before transfer
- Performs incremental backups
- Backs up only blocks that have changed
- Backs up open/locked files

- Get a FREE electronic copy of Adagio FX Standard and SAVE $249.
- SAVE $249 on a retail version of Adagio FX Pro.
$625 - $249 credit = $376.
Join IPBC now to take advantage of this special offer.
As a bookkeeper, your job is complex enough without having to worry about how to transfer large QuickBooks files and sensitive financial information to and from clients.
With ShareFile for Accountants, you can exchange confidential tax documents with your clients in a completely secure, professional, and easy manner. With just a few clicks, you can transmit large QuickBooks, PDF, Excel, or any other type of business files and make them available for password-protected download by your clients. IPBC members are entitled to a 10% discount on ShareFile products.
Join IPBC now to take advantage of this special offer.
Sage Software is now offering to all IPBC members a 15% price discount on their Simply Accounting one-day training seminars. This special discount will apply to all seminars presented across Canada. Learn how to setup, train & support your clients on Canada's #1 small business accounting software. A great stepping stone to opening up and/or enhancing your bookkeeping and/or consulting practice. You'll earn valuable Verifiable Professional Development Credits at the same time.
Join IPBC now to take advantage of this special offer.
* Available to eligible new members of IPBC. Discount available to NEW Simply Partner signups only, annual renewal fees apply. Order must be received by Sage Accpac to qualify.
Logicim is a group of Simply Accounting specialists that offers consulting, reporting, integration and development services. Our Certified Consultant has over 25 years of experience with Simply Accounting and our developers have been working with Simply Accounting since 2001.
As a Sage Development Partner, we have developed multiple custom applications targeting Simply Accounting since 2004. Our lead product, Logicim XLGL, is an innovative solution that makes a reality of the Simply Accounting great reporting dream.
Logicim XLGL gets your reporting done with simple tools and all the power and flexibility of Microsoft Excel. Here are just some of the features:
- Integrated with Microsoft Excel. Work directly on your worksheet.
- Simple Drag and Drop interface. No confusing table/relation/database vocabulary.
- Everything is dynamic. The latest data from Simply Accounting is just a click away.
- Flexibility is the key. Use any Excel tools with your data.
- Drilldown on any result for detailed information.
Join IPBC now to take advantage of this special offer.

e-Courier is the SMART and SECURE alternative to e-mail and file sharing software. It is an easy-to-use web service that supports large attachments with secure encryption and powerful tracking and with all our servers here in Canada, you don't need to worry about US Patriot Act issues!
e-Courier is ideal for anything confidential or just too big for e-mail (including Simply, QuickBooks, CaseWare, payroll, spreadsheets and tax slips). It is also a great way to save time and improve your business practices:
- It’s free for your clients and it works both ways (send/receive)
- Data encryption keeps you PIPEDA compliant with total security
- Save that extra trip by receiving follow-up files electronically
- Supports large attachments, scans and accounting databases
- Easy-to-use with no software downloads and no training required
- More efficient follow-up with enhanced tracking and delivery confirmation
If you are tired of running all over town to pick up database files, or if privacy concerns are keeping you up at night, we have the answer!
Join IPBC now to take advantage of this special offer.

Save 10% on QuickBooks 2010 - Limited Time Offer
Save $40 Instantly on HST-Ready QuickBooks Pro 2010
Join IPBC now to take advantage of this special offer.


Travel
We are pleased to announce that preferred travel rates are now available through GreatCanadianHotels.com which offers great deals at 24 hotels and resorts across Canada.
Join IPBC now to take advantage of this special offer.

Park’N Fly Canada is pleased to offer a special personalized Corporate Rate of 15% off to IPBC members.
Join IPBC now to take advantage of this special offer.

Pacrim-Hospitality is pleased to offer special rates to IPBC Members at Pacrim-Hospitality managed Hotels.
Join IPBC now to take advantage of this special offer.
Delta Hotels & Resorts is pleased to offer a special corporate rate to IPBC members.
Join IPBC now to take advantage of this special offer.

As an IPBC member, you now have access to another great benefit, the Shell TRITON Card. Usually reserved for our largest customers, the Shell TRITON card with eTRAC reduces your bookkeeping, saves you money, and gives you a better overview of your expenses. We are pleased to offer TREB members, a fuel discount of 2.5 cents per litre off the posted pump price at any Shell Canada retail service station.
Join IPBC now to take advantage of this special offer.

We are pleased to offer our 2010 Business Travel Rate to The Institute of Professional Bookkeepers of Canada throughout 2010.
2010 Business Travel Rate Offer:
- 10% reduction off Best Available Rate of the Day at all Fairmont Hotels & Resorts
- (Excludes Hawaii. Only 5% reduction at The Plaza New York.)
Join IPBC now to take advantage of this special offer.

Choice Hotels is pleased to offer special rates to IPBC Members.
Join IPBC now to take advantage of this special offer.

Gouverneur Hotels is pleased to offer special rates to IPBC Members.
Join IPBC now to take advantage of this special offer.

IPBC members receive a 5% discount on Via Rail travel.
Join IPBC now to take advantage of this special offer.

Other
As an IPBC member, Dell welcomes you to the Dell Employee Purchase Program. This will entitle you to discounts from 2% to 12% on the Inspiron line of Dell computers as well as a 5% discount on peripheral devices sold by Dell such as printers, tv and gps, as advertised on www.dell.ca and print ads.
Join IPBC now to take advantage of this special offer.
As busy accounting professionals, it makes sense to find ways to save time. IPBC has just partnered with Neopost to provide you with a discount on a postage machine. Even if you don’t use a lot of postage each month, having a postage machine in your office will save you numerous trips to the post office.
Join IPBC now to take advantage of this special offer.

IPBC members get discounted rates on ADT Home Security.
Join IPBC now to take advantage of this special offer.

At only a dollar a day, your membership pays for itself over and over again.
DON’T DELAY…JOIN TODAY!
Call us if there's anything you can't find or if you need any help:
1-866-616-4722
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