For starters, you get so much more than a well-designed, interactive site—though that’s a great start.
Consider everything you get with a Rootworks website:
Offer clients a powerful web platform where they can access core apps (like QuickBooks® Online, Bill.com and more), pay invoices, schedule appointments, exchange docs and collaborate with staff. Provide clients with more than a marketing site. Offer them an online place to do business with your firm.
Fresh, engaging content is automatically pushed to your website every other month. Clients will enjoy informative eBooks, QuickReads business articles and newsstand-quality client magazines—all packed with timely, informative content. Best of all, it all looks like it came directly from your firm.
Our integrated CMS (Content Management System) means you have direct access to content and supporting images. With a click, you can copy ready-made social posts and images and paste them directly within your social media channels. It’s just that easy to keep your online presence humming along and engaging to both clients and prospects.
It was evident that Rootworks could not only design a beautiful site, but also provide a centralized platform that offered clients access to our services.Shannon Summersgill CPA and Founder, Summersgill CPA
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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.