ADP® is the preferred payroll provider for Rootworks member firms and their clients. Whether you want to grow your traditional tax and accounting business or pivot to more strategic advisory services, ADP can help you meet the evolving needs of your clients and empower the success of your firm.

To learn more about working with ADP and our exclusive member benefits, click here.

Intuit Accountants focuses on helping tax and accounting professionals save time, grow their practice, and make a meaningful difference in their clients’ lives. Over 100,000 firms rely on our industry-leading software—Lacerte®, ProSeries®, ProConnect™ Tax Online and QuickBooks®. Our innovative ecosystem of financial management solutions serves approximately 50 million customers worldwide, unleashing the power of many for the prosperity of one. Learn more at IntuitAccountants.com .

For more than 15 years, Tech Guru has solved technology challenges for CPAs and accounting firms nationwide. Their deep knowledge of accounting firm solutions and the ways different tools impact firm workflows has made them a top provider of IT services and consulting to firms like yours.

You can find detailed information about Tech Guru’s services for Rootworks members and schedule a quick intro call here.

Scale your day-to-day transactional bookkeeping services. Artificial intelligence aided by machine learning (with some human assistance) codes information, handles reconciling and provides statements by the 15th of the following month.

Rootworks, Right Networks and Botkeeper have joined forces to provide flexible, scalable technology to accounting firms.
Learn more here.

Finally, there’s a professional, affordable payment solution made specifically for accountants, bookkeepers, CPAs and enrolled agents, with all the reporting tools you need for fast, easy reconciliation. Easily accept credit, debit and eCheck payments in person, online or on the go with CPACharge. Click here for more information.

Right Networks is the preeminent accounting platform bringing together best-in-class accounting technology, data sharing and collaboration, productivity tools and world class guidance and support to make you more productive and more profitable.

Learn why more than 8,000 accounting firms and 216,000 users look to Right Networks to manage their businesses every day.

BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California. For more information, visit bill.com.

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and better serve their clients. Progressive accounting firms and tax practitioners rely on our unique and robust solutions to make their lives easier and their work more enjoyable. Learn more here.

SmartVault makes it easy to collect, manage, prepare, and share all your firm and client documents with a single, integrated document management and client portal solution. Built from the ground-up for accountants, SmartVault helps you speed up and simplify your workflow. Visit SmartVault.com for more information.

KM is a reputed Tax Preparation, Accounting & Compliance Support provider with offshore and onshore capabilities. GKM’s association with Rootworks as a trusted vendor member speaks for the quality & efficiency in service levels coupled with meticulous training keeping it at the forefront of the industry, and up-to-date with the best practices and industry trends. GKM offers an entire range of bookkeeping, compilation & tax return preparation services providing for process oriented delivery, and agile entry into or exit from projects with confidence. Offshoring to a trusted provider like GKM offers your firm the opportunity to leverage the competitive rates, ensure engaged employees, and make use of GKM’s assured scalability & unique expertise. To learn more about working with GKM, visit https://www.gkmtax.com, and make use of exclusive benefits for Rootworks members. You can book a meeting here: https://calendly.com/gkminc.

Canopy is the #1 SaaS accounting practice management platform. Along with practice management, Canopy also offers Transcripts & Notices, a tool that makes it easier for accountants to pull tax transcripts and track IRS notices on behalf of their clients.

At Thomson Reuters, we’re powering today’s most informed professionals. We deliver best-in-class content, specialized technology, and deep domain expertise to advance complex arenas of business, including legal, tax, accounting, risk and fraud.

Our team is 24,000 strong across 70+ countries and includes the world’s most global news service, Reuters. Together, we serve as partners for mission-driven professionals across every size and breed of organization, providing trust and confidence in an ever-evolving world.