A membership solution for every firm

Three levels of membership created to guide your journey:


  • An advanced website—the front door for your business in the digital age,  with our proprietary client center module to facilitate client accounting online.
  • Full access to Rootworks GROW, our online membership platform
  • Access to our online educational resources and learning management system
  • One seat for your firm at an annual Partner Retreat at our Indianapolis Learning Center

$350 /mo


  • Everything in the Executive membership level
  • Access to regular online staff training
  • One-on-one coaching sessions each month, in addition to online support via email
  • Opportunity to attend our year-end Advantage member-only conference in Sarasota, Florida
  • Access to purchase exclusive member benefit products, such as Advantage magazine for distribution to your clients

$600 /mo


  • Everything in the Advantage membership level
  • Licensed use of Rootworks intellectual properties, including our BOSS® client accounting product
  • Geographic market exclusivity
  • Full access to the Rootworks marketing resources library, including custom-branded marketing materials
  • Exclusive membership, open primarily by invitation
  • Access to purchase and distribute In The Loop client magazine

$1000 /mo

Get better every day.
Manage your journey—stay connected
at your desk or in your pocket.

  • Benchmarking—Compare your firm with other members
  • Assessment—Measure your progress towards your goals

  • Website—Easily manage and update your web content 

  • RWconnect—Dialog with fellow members

  • Events—Register for events and get logistics information

  • Coaching—Stay connected with rootworks coaches

  • Learn—Access our resources and online learning platform

  • Software Analysis—We do the in-depth research and testing work, so you don't have to.

            Access GROW on your desktop and mobile devices.

            Access GROW on your desktop and mobile devices.

You can do it—
we’re here to help.

Get monthly coaching and expert advice
on these core technologies:

  • NetClient CS
  • Practice CS
  • Planner CS
  • UltraTax CS
  • Accounting CS
  • Fixed Assets CS
  • File Cabinet CS


  • QuickBooks Online
  • QuickBooks Hosted

rootworks operates a working accounting and advisory firm that serves as
a proving ground for the technologies in our business model. in addition to the core
Thomson Reuters and Intuit products above, we’ll help you implement and
get the most from these solutions that we’ve adopted in our ecosystem:


Work on your business, instead of just in your business.

Our events are designed to inspire and empower:


Virtual events

  • Technology updates
  • Quarterly planning sessions (members)

  • Weekly staff training (members)


On-premise events

  • Next Generation Accounting Firm (NGAF 2.0)
  • Partner retreats (members)

  • Academy and Advantage conferences (members)

Your web platform is the nucleus of a
technology ecosystem that allow clients to
to conduct business with your firm.

Rootworks helps you to shape your
online client experience with these
powerful features and capabilities:

Desktop and mobile

conduct business with your clients
wherever they are

  • Client dashboard
  • Video conferencing
  • Appointment scheduling
  • Document sharing
  • Accounting and payroll access
  • Client on-boarding
  • Client & Prospect Chat
  • Client Payments
  • More


Content and support

keep your website up-to-date with our creative and web support teams

  • Staff updates
  • Tools and plugins
  • Google analytics
  • Blog updates
  • Client forms
  • Online Magazine
  • More

Business and brand

express your brand and attract
your ideal clients

  • A platform to tell your story
  • Fully customized graphics
  • Organized navigation
  • Proven usability
  • Client communication
  • Firm Branded Magazine
  • More

Leadership coaching

For a business owner, no skill is more pivotal than Leadership. The ability to effectively lead a team is the bridge that will take you from a vision to a new reality of successfully transforming your business.

Custom branding

A strong brand identity expressed with a professionally designed logo is the anchor for effective communication and helps you attract your ideal clients.

Exclusive magazines

Send custom branded magazines directly to your customers and prospects. Our publications will distinguish your firm as a trusted source of smart, worthwhile information.