Rootworks

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    Put a state-of-the-art website behind your .CPA domain

    modern advisors website mockup

    Join Rootworks, and we’ll waive the setup fees for your new website—a $2,450 value!

    You’ve got the latest .CPA domain name to represent your firm—now get the profession’s best website solution to put it to work for you. Join Rootworks, and our web team will build your new site with fully mobile-enabled capabilities and integrations that enable collaborative client accounting. And we’ll waive the normal setup fees. You’ll save nearly $2,500!

    Rootworks
    Deanna Rubano
    Without the help of the Rootworks team, we wouldn’t be where we are today. We’ve had some of the smoothest tax seasons in our history since joining because we now have the right technologies and defined, structured processes in place. We can’t thank Rootworks enough for helping us run a better accounting firm!
    Deanna Rubano Co-Owner and Firm Administrator, AccuPro Advisors

    What is Rootworks?

    Rootworks is the nation’s premier firm improvement organization for accounting entrepreneurs, with strategies, resources and products to help you build The Modern Firm®. Join Rootworks and you’ll be part of a community of more than 800 progressive firms across the country who are building better firms and getting better business results every day. Membership includes:

    One-on-one coaching:

    Your dedicated coach will guide you on all aspects of a successful accounting firm, from client onboarding to technology stack to security must-dos and more. You’ll also discover how to create a culture that attracts and retains today’s best talent and clients.

    Online learning and resources:

    Gain access to our online learning resource center, chock-full of education-based courses, trainings and materials that support consistent and successful progress.

    Events and webinars:

    Connect with peer firms and augment education by attending more than 100 onsite or virtual events annually. Earn CPE and get valuable strategic and technical instruction from our team.

    Web and mobile:

    A sound web and mobile strategy is critical as you create a modern firm. Website setup fees are waived for .CPA customers.

    Rootworks
    Carlos Guaman
    Before Rootworks, I knew that I needed to implement many changes, including regular training for my staff, enhancing our work culture and defining our ideal clients. These were some of the missing pieces that Rootworks filled in for me. Working with the Rootworks team saved me years of figuring all of this out on my own.
    Carlos Guaman President, El Triunfo
    Modern Advisors website mockup

    Web and mobile for The Modern Firm®

    • Launch a modern, dynamic website platform that offers clients a place to do business with your firm, access technologies, make payments and schedule appointments.
    • Keep your website and social channels active with relevant content. Receive timely eBooks, QuickReads business articles and a newsstand-quality magazine to share with clients and prospects.
    • Easily organize and deploy products your clients need, from payroll and entity type selection to accounting system setup and focused business advisory services.

    Learn more about Rootworks and this special offer for .CPA customers when you book a demo:

    Where would you like to go?

    Rootworks Member Login
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    Insights

    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.

    Go to Insights