Member stories

Learn how your peers have successfully increased productivity, collaborated more effectively and scaled their businesses using our solutions. We are dedicated to your success.

Forbes & Company

Living the MS3 life Forbes & Company originally became a Rootworks member when their firm expanded in 2016. In 2020, ...

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TKCPA

The solution to living the life she desired… The last few years have been a true test for Kristal. “It ...

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Rootworks

Partnering with the best of the best

Rootworks partners with the profession’s leading vendors to further fuel firm improvement. Members have access to thoroughly vetted solutions and enjoy exclusive discounts.

  • ADP
  • Bill.com
  • Cash flow tool
  • CPA Charge
  • Fathom
  • GKM
  • Grade US
  • Intuit
  • Keeper
  • LedgerSync
  • P:roposable
  • Right Networks
  • Safesend logo
  • Sureprep
  • TaxSpeaker
  • Thomson Reuters
  • Transaction Pro
  • Vertex
  • Zoom