CHASE CPA Program

Enjoy benefits never before offered by one of the world's leading financial institutions

Set up an appointment with a Chase Business Banker

Exclusive program offer:

• Preferred pricing on business credit products
• Dedicated services for CPAs
• Online access to client banking information

Frequently Asked Questions

What is the Chase CPA Program?
It is an exclusive new program from AICPA Business Solutions and Chase, designed to meet the unique needs of CPAs-both as consumers of banking services and as key strategic advisors to small business.

Why should I enroll in the Chase CPA Program?
With this program you'll have access to a number of personalized services, including:

• Access Manager: allows you to view your clients' balances, transaction history and other relevant account information online, at any time (with client permission). There's no longer a need to track down clients for bank statements and transaction detail when performing account reconciliations.
• Dedicated Small Business Relationship Manager: CPAs who are (or become) customers of the bank will be assigned a dedicated small business relationship manager to address your specific business banking needs.

Services that help you help your clients. Plus, when you enroll,  both you and your clients will receive:

• Business Complete¹:
  • Business Checking - no monthly fees for one year
  • Business Savings - competitive relationship rates
  • Business Check Card - free
  • Chase Online^SM for Small Business with free Bill Payment²
• Preferred Pricing&³ on:
  • Business Lines of Credit - first year annual fee waived
  • Business Term Loans - closing costs waived
  • Equipment Financing - processing fee waive
• Payment Processing:
  • Special Relationship Pricing - save up to 30%

How does this program benefit my client practice?
Banking is a strategic area for small business. And as a CPA, we understand and appreciate the critical role you play in supporting clients with their strategic decisions.  We also understand that your client practice is your most valuable asset and that when you entrust your client relationships to others it reflects on you. That's why with this program we give you the access, clout and influence deserving of your trust.  We want you to continue to look good in your clients' eyes, it's that simple. Clients will be amazed at just how much we value their relationship with their CPA.

What does it cost me to enroll? What are my obligations if I enroll?
Enrollment is fast and easy and there is no cost or obligation in doing so. AND as an enrolled CPA, you don't need to be a Chase customer to pass the benefits onto your clients.

How do I enroll in the program?
Enrollment is fast and easy and there is no cost or obligation in doing so.
Set up an appointment with a Chase Business Banker

¹ Small business customers only. All four products required. Qualified Business Checking accounts only, see branch for details. Transaction and other fees may apply.
² Excluding software-based services.
³ All loans/lines/CSAs subject to credit approval. Equipment financing offer applies to Conditional Sales Agreement (CSA) Leases only and are a fixed rate for the life of the lease. Prefered credit pricing offers apply to new loans/lines/CSAs only and to customers with aggregate credit under $250,000. © 2006 JP Morgan Chase Bank, N.A. All rights reserved. Member FDIC. Equal Opportunity Lender.

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