Rootworks

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    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 headshots portrait
    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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    TK CPA group picture outside in front of brick wall
    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 company logo
    • Caldwell List company logo
    • 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
    • cloud premiere company logo

    Where would you like to go?

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    Insights

    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.

    Go to Insights