
The case for productizing your firm’s client accounting services
This blog is part of the August Thought Leader newsletter. As Rootworks members know, Smart Client Management is a topic ...
Digital marketing
Please complete the following:
This blog is part of the August Thought Leader newsletter. As Rootworks members know, Smart Client Management is a topic ...
Let’s face it. Tax season is a marathon. And in this post-pandemic world, it’s a marathon we need to prepare ...
Tax season killing your firm? Smart Client Management is the fix Let’s face it. For many accounting firms, tax season ...
You’ve probably heard us talk a lot about the concept of Smart Client Management recently…and for good reason. It’s not ...
We’re living in a time of monumental change—a time that will be reviewed and studied well into the future. How ...
Imagine a world where your firm isn’t overwhelmed during tax season; where most of your income isn’t squeezed out during ...
Please complete the following:
Rootworks members can now use an early access version of Insights, which delivers customer segmentation and pricing data as well as reports for your firm and clients. Connection to QuickBooks Online is required for firms and/or clients.