Most relevant results
Most relevant results
Harness the power of client data, build a cloud-based tech stack, enhance accounting firm culture and create a powerful online presence—all in one place.
Fill out the form to the right and a Rootworks expert will contact you.
Don’t reinvent the wheel; we’ve already figured out what it takes to create a modern firm and laid it all out in a proven plan.
Our expert coaches guide you on each Business Model Basic—from client onboarding, to technology stack, to creating a killer culture and security must-dos.
Members have access to our online learning resource center—chock-full of education-based courses, trainings and materials that support consistent and successful progress through the Business Model Basics.
Since we started using the Rootworks Marketing Solutions product, we have received one to two calls a week from prospective clients who were directed to us through our Google Business listing. Before Rootworks Marketing Solutions, we maybe received one to two calls a year.Tom Judge CPA, Partner, JLP CPAs
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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.