``Audit Shield has been a game changer for our clients. CRA reviews have become more and more time consuming as we deal with inexperienced CRA review officers. The peace of mind that the service offers provides our clients with fee certainty in an uncertain world``.

``Audit Shield has been a wonderful addition to the service offering for our clients. They appreciate the fact that they pay a small fee, and we can respond to the CRA on their behalf with no additional cost to them. Clients just love it! The process is seamless, we can file claims and get paid quickly. The AI team is great!``.

``We have seen an increase in Canada Revenue Agency audit activity in recent years, so we believed it would be beneficial to offer Audit Shield to manage those costs to our clients. We also believe that when services like Audit Shield exist, our role as advisors is to present the option to our clients and let them decide what is best for them``.

``We have been with Audit Shield since 2019 and at first, we were hesitant because we didn’t know a lot about Audit Shield, and we were concerned about what our clients were going to think. But once we spoke to the Audit Shield team, we were comfortable with the service and the benefit to our clients.

In our first year we had a lot of clients tell us that they thought Audit Shield was a good idea and in that year we had around 30% of our clients take up Audit Shield. Those clients that signed up told us they are appreciative of the service.

Sometimes when CRA notifications come in, clients believe responding is part of the engagement that we have already billed them for when a lot of responding to CRA notifications is outside of that. Audit Shield gave us the flexibility to recoup those charges that we might not have been able to in the past``.

“While I believe that Audit Shield is a very beneficial service to offer our clients, I was skeptical at first about my clients’ reception to the idea. However, more clients accepted the Audit Shield offer than I was expecting – happy for the additional peace of mind it provides.

Audit Shield was simple to set up and we were supported at every step of the implementation. We have had a few claims already and that process was very easy as well. We also really appreciate having a dedicated Account Manager – Crystal has been very helpful and has always been able to answer our questions.”

“Offering Audit Shield allowed us to clarify that the audit and review process is extra work that we would bill for separately. It makes it easier for us to bill the clients for that time if they have declined to participate in Audit Shield”.

“Our experience with implementing and maintaining Audit Shield has been very good. The support staff are great, and our account manager Alfred in particular, has been very helpful as well as knowledgeable

Clients who have enrolled are happy with the service and it has allowed us to easily get paid on additional work done for clients in responding to CRA audits.”

“There are many pros for our clients to sign up for Audit Shield. First, all their corporations are covered and so are their personal taxes for a low annual fee. Secondly, they can be assured that the costs of CRA reviews and audits are capped at the fee! Lastly, they have the comfort of knowing that we happily open the CRA correspondence for them and deal with ALL their CRA issues.”

“We have been very pleased with our experience with Audit Shield. Our Account Manager’s response time and attentiveness to any questions and requests has been outstanding. The online portal is a great tool that is very user friendly. The online banking has been a very positive change, with payments of claims being very timely.”

``Audit Shield gives our clients freedom from uncertainty. Clients come to accountants to get things done properly, but with the Canada Revenue Agency in the mix, things can go off the rails. Audit Shield gives clients a level of assurance that everything is going be ok``.

“We saw Audit Shield as a win/win for us and our clients. We saw Audit Shield as a way to recoup some of our time spent responding to CRA requests (especially on T1 post-assessment queries) where we’ve had difficulty billing our clients in the past”.

“Audit Shield has been a game-changer, alleviating audit pressure and yielding overwhelmingly positive feedback from clients. It's a no-brainer for hesitant clients once they realize its value. As a sole practitioner, implementing and maintaining Audit Shield is effortless, and the straightforward claim process with Accountancy Insurance is commendable. It ensures clients receive comprehensive defense during CRA reviews, delivering better outcomes.”

“Administratively, Audit Shield was easier and less time consuming than I originally thought. It’s a very organized and stream-lined process run by Accountancy Insurance. Accountancy Insurance is so conscious of minimizing Partner admin time to offer this to clients”.

``My personal experience with Audit Shield is that they look for every possible way they can argue that CRA activity falls within the items that are covered. They run a very ethical, client-centric business. In addition to avoiding 'surprise audit costs', the practitioner never has to think 'is this worth fighting economically?'

I have lost count of how many times I have been able to tell a client 'There’s no fee for that - you paid for Audit Shield'. That takes a lot of the sting out of a CRA review! If the client does not want coverage, the decision is theirs``.

“Thanks to Audit Shield, we can now easily invoice for work that we struggled to bill previously. We also are hearing our clients saying that their peace of mind has really improved now that they no longer worry about additional fees. Offering Audit Shield is definitely worthwhile. It is surprising how many clients really like it and want it. As an added bonus, our Account Manager has been great to deal with, and Audit Shield has financially benefited our firm.”

``We are always looking for ways to improve and increase our client service offering and Audit Shield seemed like a good complement. We felt that the service could help alleviate the financial stress that is often associated with an unplanned government (CRA or RQ) audit and also help manage the costs for our clients. The process was well planned and we received the necessary support and information from the Audit Shield team.``

“Audit Shield has provided better recoveries on CRA reviews and audits. Audit Shield has been easy to implement and our dedicated Account Manager is great. Clients that have signed on love it! We don't understand why any firm would not want to offer it.”

``It was no hassle to implement Audit Shield and the Accountancy Insurance team were pretty spot on with the expectation of client take up.``

``Audit Shield removes the unspoken gap between an accountant having to decide between doing the absolute best job possible and what the client is able/willing to pay to be represented. It allows my office to do its best work representing them without having the concern of spending too much time to find the correct answers. It also allows you to represent clients in situations where the fee's involved in doing this job are higher than the amount the CRA is after. The Audit Shield team has also been pleasant to deal with in regards to implementation, execution and the claims process. It was a smart business choice as far as OAG PC is concerned.``

“Audit Shield is a very valuable service that significantly increases our peace of mind. Knowing that we will not need to chase our clients down after we’ve completed their audit is a sincere relief. The Audit Shield Online Portal is very user friendly and straightforward to use. It runs smoothly, and is easy to pick up for new users. Our dedicated Account Manager Mat, is great! He has been very helpful and it was a pleasure to meet him when he attended our offices.”

``The data review to group my clients was a very efficient process. In fact, I found the entire process of implementing Audit Shield to be very simple.``

``We were surprised how few clients called to ask for an explanation of the Audit Shield offer. The clients that liked the idea just started sending in cheques. We are glad that to have implemented Audit Shield into our accounting firm.``

``Around 30% of clients accepted the Audit Shield offer. And almost all new clients sign up immediately as they see the benefits of paying an annual fee which is quite nominal considering how much audits are costing these days with the back-and-forth with CRA.``

“As a tax specialist with almost 40 years of tax experience, this product could have saved clients significant fees that they have paid to have their tax enquiries covered. I encourage anyone in the business community to consider this. Our clients have been pleased with the option of using Audit Shield - the vast majority of corporate clients have opted in to the program.”

“We decided to offer Audit Shield to give our clients the choice of whether they wanted to participate in the offering and be protected against the usual professional fees in relation to addressing CRA inquiries and audits. We also saw Audit Shield as a solution that would make good economic sense to a portion of our client base.

The majority of the feedback from our clients was positive. In fact, some saw Audit Shield as a no-brainer. We did have a few clients that asked: ‘does this mean you are not doing your job properly?’, but we saw this as an opportunity to explain about the increased CRA activity and also how random the CRA activity is.

Accountancy Insurance made the implementation process for our firm simple, and the claims process is easy and efficient. We have streamlined the system within our firm, and have one person who handles this for us – it works really well.”

``We’ve been offering Audit Shield to our clients for over 4 years now with great success. Feedback is overly positive from clients who appreciate having the choice of how to manage unforeseen tax audits and reviews. It has also given clients who chose not to participate a better understanding of the additional work, and cost, required for these reviews. We are extremely pleased with the Audit Shield offering and service, making Audit Shield an important service to offer our clients. The renewal and claims process has become very streamlined.``

``I have been very happy with the results in being able to offer up Audit Shield to Welch LLP clients. Great service from Sharon and the crew at Accountancy Insurance``.

``Audit Shield is definitely worth considering. The reaction from our clients has been positive, and for those who did not initially understand the process, it was easily clarified. Based on our accounting firm's experience so far, we recommend Audit Shield.``