Member Discounts

Special discounts or programs for members - a quick reference for the value of NAEA membership

  • Access Group Processing (AGP) Credit Card Processing
    Members save up to 50% on credit card merchant account fees.
    * Seasonal programs available
    * No monthly minimums or application fees
    * Free, no obligation savings comparison
    * Discounted processing solutions – terminals, telephone dial
    * Pay (no hardware or software to purchase), and web-based solutions
    More information at 877-207-6278.


  • Ad-hold service
    A recorded message that your clients hear while they're on hold. Increases understanding of the enrolled agent license and promotes your business. Deeply discounted for NAEA members.
  • CCH Incorporated
    Information services, software and workflow tools for tax, accounting, legal and business professionals.
  • ExamMatrix EA & RTRP Exam Review  Adaptive Learning Software creates a 100% Personalized Study program by dynamically adapting to your study needs, resulting in Reduced Studying. Features include a Dashboard View, Detailed Explanations, Unlimited Practice Exams, Comprehensive Reporting, Detailed Reading Assignments and a Pass or Refund Guarantee. Find the NAEA member discount and demo at www.ExamMatrix.com/NAEA.
  • GetNetSet, LLC., a provider of website services exclusively designed for accounting professionals, offers NAEA members a 20% discount on website services. Websites include a customized website design, unlimited free changes, automated tax newsletter, the ability to upload and download files securely with clients, up-to-date tax resources, secure email, search engine optimization, and more. GetNetSet can be reached at 877-207-4646.
  • Gleim Publications, Inc.  NAEA members receive 15% on Gleim EA Review materials & CPE Packages Over 40 Hours (Excluding Bundles). Gleim: Proven EA Review for tax professionals! It's the gold standard in EA Review & CPE with content written by professional educators and a strong reputation for excellence.  Our Review System can help you pass on your first attempt. Try our multi-platform learning system today! More information: (800) 874-5346 or accountingteam@gleim.com
  • New! OfficeMax Partner AdvantageSM ProgramMembers of NAEA will enjoy substantial savings of 31% to 88% off the manufacturers’ list price on frequently purchased items, and get reduced pricing on more than 12,000 in-stock products and 3,700 environmentally preferable products and services. Members will also receive discounts on certain OfficeMax Print and Document services. Whether you order online or at an OfficeMax store, your exclusive NAEA member discounts apply.

    This member program offers:

    Members with less than 40 employees click here and have your NAEA OfficeMax Partner Advantage Program Username: 344881reguser890 and Password: V3rtir0113r available to start saving now!  Members with 40 or more employees call 1-800-636-2377 to request more information on setting up your account. Begin saving today with the OfficeMax Partner AdvantageSM Program!

    • Exclusive NAEA member pricing
    • Award-winning customer service
    • No-hassle returns
    • Free delivery on in-stock orders over $50
  • PASS Online
    NAEA members receive a 10% discount on PASS Online courses! We offer nearly 40 courses specifically designed for Enrolled Agents, plus many more general tax, accounting, and management topics. A no-nonsense, easy-to-use platform combined with instant grading, high-quality course content, and prices starting at less than $25 per hour of CPE! Complete offer details and CPE information on the NAEA page online or call 800.231.1860 and use code 3D5B-41B4-0756-A86D.
  • Paychex
    Enrolled Agent Partnership: 10% discount on first-year standard payroll processing fees and a three-month, money-back satisfaction guarantee.

    NAEA-Paychex Press Release June 12, 2007
    Partnership Informational Flyer (3 MB)

  • Quickfinder
    A top tax & accounting quick reference handbook for over 38 years. Quickfinder is a major supporter of the NAEA Scholarship Program.
    NAEA 2014 Quickfinder Order Form
  • Rental Car Discounts
    • Alamo Rental Car, 800-354-2322, ID# 706768, Up to 10% off rentals;
    • Avis Rental Car, 800-331-1212, AWD# A972100, $10 off a Weekly Rental  or A Free Weekend Day;
    • Enterprise Rental Car, 800-261-7331, ID# 16BR021, Pin# NAE, 10% off any Airport & 5% off at any City Location;
    • Hertz Rental Car, 888-613-6823, CDP# 285254, $10 off a Weekly Rental or $15 off a Weekend Rental.
  • TASC AgriPlan and BizPlan
    Members Receive 50% Discount. Become a Provider of TASC's AgriPlan or BizPlan and generate additional revenue, diversify services, and retain and expand your clientele. Based on Section 105 of the Internal Revenue Code, a self-employed individual who employs a spouse in the business may be eligible to deduct 100% of their family health insurance premiums and out-of-pocket medical, vision and dental expenses not covered by insurance. For more information call 1-888-595-2261 Extension 17732, e-mail microbusiness@tasconline.com, or visit https://www.tasconline.com/buytasc/bizplan/
  • Tax Help Software
    Tax Help Software requests and downloads IRS transcripts instantly and then generates a thirty section PDF report that calculates total debt by year, CSED's, Bankruptcy Discharge Dates, Lien Check, Collections Check, Examination Check and much more. This is a desktop program not a cloud program.  Redeem trial, buy, and see the demo at Taxhelpsoftware.com. ​                                          30 day free trial: NTPITRIAL

    10% off purchase: 1099NTPI

  • TheTaxBook - Published by Tax Materials, Inc.
    Publishes the #1 fast-answer tax reference book in America. Product line also includes other useful tools for tax professionals. Try a sample package! NAEA 2013 Discounted Order Form
  • TaxScripts
    TaxScripts allows Circular 230 tax professionals' e-Services users to create and submit the Disclosure Authorization (DA) and create IRS Transcript requests in seconds. With a click on the upload icon, TaxScripts will automatically upload, download and print your IRS transcripts! There is simply no faster or more efficient way to obtain IRS Transcripts! Ask about a free online trial. Visit http://www.taxscripts.com and make sure you mention you are an NAEA member to receive a special discount.
  • Tax Talk Today – NAEA partners with the Tax Talk Today team to bring relevant, current and reliable programming to you. Watch for free or purchase CE in bulk for the lowest price.​
  • New! The UPS® Savings Program -  Let NAEA improve your bottom line with some of the most competitive rates available on shipping services with UPS®. Save up to 36% on a broad portfolio of services, including air, international and ground services. Plus, savings begin at 70% on UPS Freight® shipments over 150 lbs. UPS understands how important reliability, speed and cost are to meeting your business goals and your customers’ needs. Put the power of logistics to work for you. To enroll and start saving today, visit savewithups.com/naea or call 1-800-MEMBERS (1-800-636-2377), M-F, 8 a.m. – 6 p.m.