Learn how your peers have successfully increased productivity, collaborated more effectively and scaled their businesses using our solutions. We are dedicated to your success.
Rootworks partners with the profession’s leading vendors to further fuel firm improvement. Members have access to thoroughly vetted solutions and enjoy exclusive discounts.
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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.