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

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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
  • 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