ImageAccountants Insurance – Best Insurance for Accountants & CA in India

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Benefits of Accountants Insurance

Comprehensive Cover

Cover all claims made against you for actual or alleged failures unintentionally and in good faith. These claims are typically made by irate customers. Your policy will also cover losses that you may sustain, by reason of fraudulent or erroneous entries in any share or debenture register or record, relative to the registration, transfer, transmission, holding of any relevant document.

Legal Support

It will cover Accountants & Chartered Accountants for defence costs wherever such costs have been incurred. It will also reduce the probability of loss in income from business interruption in case Chartered Accountants had to defend against an allegation.

Original Retroactive Date

Claims related to any event occurring after the retroactive date are covered. This is the start date when the first professional indemnity insurance was bought. So, if you have an insurance in force for the past three years and there is a suit related to an incident that took place two years ago that will also be covered.


Peace Of Mind

It gives you peace of mind to operate your business confidently and safely, in the knowledge that you’ll be covered if any inadvertent mistakes or dissatisfied clients comes back to sue you.

Quick Guide to Accountants Insurance

What is Accountants & Chartered Accountants Professional Liability Insurance?

Accountants Insurance for is a type of insurance policy that provides financial protection to Accountants & Chartered Accountants by covering the legal and other related costs if the insured commits professional negligence, error, or if they fall short in delivering their duties. This is when professional indemnity insurance for accountants and chartered accountants can come int play. It protects these professionals from financial loss following a claim filed by a dissatisfied client. It covers the accountants’ legal defense costs and amount payable as damages


Sometimes referred to as professional liability insurance or error & omission (E&O) insurance it is not only responsible for delivering accounting functions but are also safeguard financial interest of accounting professionals. Since it covers legal and other related costs if the insured commits professional negligence or error, it is thus essential to have Insurance for accountants at your workplace.

Who Needs Accountants & Chartered Accountants Liability Insurance?

Requirement of Professional Indemnity Insurance for Chartered Accountants Professional indemnity insurance acts as a safety net for accounting professionals. It is designed especially for independent accountants, CAs or CA firms and covers if their risk management strategies fail. If due to their professional advice or negligence, a client/any third-party faces financial losses there are chances that the chartered account may have to face severe consequences. They might be held legally and financially responsible for the losses.

  • Professional indemnity insurance for chartered accountants protects them and their business from third-party allegations and claims like acts of negligence, inaccurate advice, errors or omissions etc. committed that result in a financial loss.
  • It covers legal costs like lawyer’s fees and other defence expenses incurred during the investigation.
  • It gives a sense of assurance to the clients or third parties that in case there is some issue, the professional would take measures to resolve the issue.

Professional indemnity insurance for chartered accountants -These firms or individuals must practice and offer services in areas like chartered accountants, financial accountants, management consultants etc. and wish to secure their professional reputation and financial position.

Features and Benefits of Accountants & Chartered Accountants liability

Insurance for accountants provides financial protection for accountants and chartered accountants against legal liability claims arising from their professional services. Some of the key features and benefits of this insurance include:

  • Financial protection: Covers legal fees, settlements, and judgments related to professional liability claims.
  • Peace of mind: Helps to protect your business against financial losses caused by errors or omissions in your professional services.
  • Reputation protection: Helps to maintain the reputation of your business by providing financial resources to defend against claims and potentially mitigate any negative publicity.
  • Compliance with regulations: Meets any regulatory requirements for insurance coverage for professional services.
  • Flexibility: Offers a variety of coverage options, limits, and deductibles to meet the specific needs of your business.
  • Continuity of business: Helps to ensure the continued operation of your business in the event of a liability claim.

Overall, insurance for accountants helps to protect your business against the financial and reputation risks associated with professional liability claims.

Inclusions of Accountants & Chartered Accountants professional indemnity insurance

An insuring clause in an insurance agreement outlines the protections and coverage offered by the insurance company. Thus, this clause defines the scope of coverage and lists the risks and claims the insurer is liable to face when a claim arises under accountant professional indemnity Insurance:

  • Accountants & Chartered Accountants Liability Insurance provides coverage for the following:
  • Loss or damage caused to the client due to an act of negligence
  • Loss of client’s critical data or documents
  • Expenses related to claim investigation
  • Defamation and libel cases
  • Financial loss caused to the client
  • Unintentional breach of confidentiality

Exclusions of Accountants & Chartered Accountants professional indemnity insurance

Insurance for accountants does not provide coverage for the following:

  • Violation of any law or any criminal act
  • Fraudulent activity or dishonesty act
  • Damage to the property or any bodily injury
  • Fines and penalties
  • War or terrorism risk
  • Services rendered under the influence of intoxicants or narcotics

How to select sum insured for professional indemnity insurance for Accountants & Chartered Accountants

Selecting the right sum insured for insurance for accountants & chartered accountants is an important step in protecting your business against the financial implication of professional liability claims. Some key factors to consider when determining the right sum insured include:

  • Types of services provided - Consider the types of services you provide and the potential risks associated with each service.
  • Revenue - Consider the amount of revenue generated by your business and how much financial protection you need to cover potential losses.
  • Risk tolerance - Consider your personal risk tolerance and the level of coverage that you feel comfortable with to protect your business against potential losses.
  • Claims history - Review your claims history to determine any trends or patterns that may impact your insurance needs.
  • Industry standards - Consider the industry standards for professional indemnity insurance coverage and ensure that your coverage meets or exceeds these standards.
  • Regulatory requirements - Review any regulatory requirements for professional indemnity insurance coverage to ensure that you meet the minimum requirements.

The right sum insured for professional indemnity insurance for accountants & chartered accountants will depend on several factors, including the size and scope of your business, the types of services provided, and your personal risk tolerance. It's important to work with an insurance professional to determine the right chartered accountant insurance coverage for your CA Firm or accounting business.

Points to Consider while selecting insurance for Accountants

When selecting accountants & chartered accountants indemnity insurance, one should consider the following factors:

  • Coverage limits and scope, including coverage for past and future services.
  • Exclusions and limitations, such as any specific services or activities that are not covered.
  • Claims history, including the number and type of claims made against the insurance policy.
  • Financial stability of the insurance company and its ability to pay out claims.
  • Premium cost and payment options.
  • Reputation and customer service of the insurance company.
  • Availability of additional coverage options, such as cyber liability insurance.
  • Flexibility to tailor coverage to meet your specific needs.
  • It's important to carefully review and compare insurance options to find the right coverage for your business needs.

How is the premium rate determined under chartered accountant's professional indemnity insurance?

The premium rate for chartered accountant's professional indemnity insurance is usually calculated based on a combination of below factors:

  • Type and scope of services provided
  • Number of employees
  • Location
  • Past claim settlement
  • Financial stability and size of the insurance company
  • The amount of coverage required
  • Industry and risk profile
  • Client base,
  • Regulatory requirements,
  • Use of technology.

The premium rates are subject to change over time as the business evolves. It's important to regularly review insurance options and compare premium rates to ensure you have the right coverage at an affordable price.

How to renew the insurance for accountants?

On-time renewal of accountants insurance is important for a continued coverage. You can follow below steps to renew insurance for the accountants online:

  • Step 1 - Go on www.securenow.in
  • Step 2 - Fill in your insurance policy details to access your account.
  • Step 3 - Once you are on your profile page, locate and click ‘Renew’ button
  • Step 4 - Opt-in/Opt-out of add-on, as per your business needs
  • Step 5 - Addition/removal of any add-on will increase or decrease the premium amount for the consecutive year accordingly.
  • Step 6 - Read thoroughly the information once before you proceed to make the payment using provided online payment options
  • Step 7 - On successful payment, a receipt will be generated, and we will send you the soft copy of the updated insurance policy and a hard copy to your registered address, if requested for.

How to raise claim under accountants or chartered accountants indemnity insurance Policy?

To file a claim online, one can follow the steps given below:

  • Intimate with your Insurer or us - To raise a claim, you have to inform the insurance company or us about the incident
  • Keep Required Documents Ready - You should submit all claim-related documents as required by the insurer to begin the claiming process
  • Filing in Claim form - Fill in the claim form and submit it along with the required documents
  • Give information to Appraiser - Upon the receipt of the claim form, an appraiser will be assigned who verifies the authenticity of the claim raised. Insured on their part should ensure that they tell the appraiser everything they want to know best to their knowledge.
  • Compensation - Once appraiser has evaluated the claim is satisfied, he submits his expert advice to the insurance company, who will then initiate compensation.

SecureNow has been primary contact for its customers when it comes filing of claims and settlements for insurance for accountants. Once insured give us a detailed list of items that were damaged or lost, and supported by photos or videos that help to explain the circumstances, we will understand their situation and assist them with the claims process.

Accountants Insurance FAQs

Insurance for Accountants & Chartered Accountants cover below legal liability scenarios:
  • Professional negligence
  • Dissatisfied client, though no valid claim
  • Error or omission by outsourced personnel
  • Yes, Accountants or Chartered Accountants need professional liability insurance to financially safeguard them against any third-party liability. The specific insurance needs of a business will depend on the nature of the business and the specific risks it faces, so it's important for accountants and chartered accountants to consult with an insurance professional to determine the right coverage for their needs.
    The duration of professional indemnity insurance for chartered accountants India is typically 12 months, after which the policy can be renewed to further avail the protection against liabilities.
    The retrospective clause in accountants’ insurance is a coverage option that provides protection for claims arising from work performed prior to the start of the policy. It is an optional feature in some professional indemnity insurance policies that can be useful for covering past work. It's important to review the terms and conditions to understand the coverage provided and restrictions that may apply.

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    Why SecureNow?

    Deep Product Knowledge

    We have specialized underwriters and tie-ups with international experts.

    Cost-effective Insurance

    We work with all insurers to get you the best options- both in terms of price and features.

    Quick Turnaround Time

    Cover notes are issued within hours of request. This documentation is sufficient for any contractual requirement.

    Strong Claims Support

    We manage all aspects of your claim - from preparing documentation to follow-up with the insurer.

    Value-Added Services

    We will advice you on risk management best practices

    Policy Administration System (PAM)

    See all your contracts and renewal information in one place. Place service requests on PAM.