Rootworks

Most relevant results

    Get started

    Grow your accounting firm with deep data insights. Start now for free.

    Data is at the core of your firm.  Make it work harder for you with Rootworks Insights.

    This web-based app allows firm owners to:

    • Locate hidden opportunities for revenue growth
    • Increase efficiency, not workload
    • Generate trend and performance reports

    No credit card required – No commitment

    casual business people around conference table
    Rootworks

    Learn how Insights can help your firm practice Smart Client Management:

    Rootworks Insights Dashboard

    Get started today. It's easy:


    • Setup your Insights account
    • Connect QuickBooks Online or Xero
    • Start generating reports
    three coworkers laughing together

    A window into your clients' activities

    Gain valuable insights into pricing strategy, client ROI, and more so you can easily locate opportunities for revenue growth.

    discussion between three people

    Give clients another reason to love you

    Build long-lasting relationships by creating new advisory services and strengthening the value you provide to every client.

    Rootworks insights

    Level up your staff

    Find opportunities to grow efficiently by maximizing current resources and minimizing staff burnout.

    Rootworks
    Kirk McLaren
    Rootworks Insights gives us the analysis that we need to help clients segment the market to target better, act on customers who are sliding and make operational decisions. Rootworks Insights is like having a virtual analyst who gets the job done.
    Kirk McLaren CEO, Foresight CFO

    Where would you like to go?

    Rootworks Member Login
    Sign In
    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