Rootworks Premium Memberships

Digital

For those who are looking for the tools and resources they need to level up their firm, and who are confident that they can hold themselves accountable on their path to firm improvement. With self-serve education options via our online resource center, quarterly thought-leadership webinars on key industry trends, and Rootworks’ online Connect™ peer community platform, the Digital membership is a great place to start your firm improvement journey.

Academy

Our most exclusive membership level, purpose-built for those who have intentionality and vision for their firms—and who are ready to go all-in on making their dreams and visions a reality. The gated Academy membership includes all the tools and resources you need to elevate your firm to its greatest potential, the highest caliber of peer community and in-person events, and an enhanced level of Rootworks’ white-glove service and support.

Features

Firm improvement starts here

Digital

Grow with Advantage

Advantage

Your exclusive access

Academy
Pre-made client products
Online resource center
Vendor discounts
CPE
Connect peer community platform
Content package Add-on
Monthly one-on-one coaching
Staff training webinars
Marketing resource library

Your plan, your way with a Rootworks membership

We can provide coaching, pre-made client products, a content package and more.

Contact us

All Premium Memberships now also include our new Insights offering for you and your clients at no additional cost.

Rootworks
Duane Yoder
Our billings were up 44% in March from where we were four years ago...and we did it with the same number of staff! We still have work to do in fully transitioning our legacy clients to the Rootworks model, but we can see the success that comes with committing to a vision and a plan. We definitely could not have done it without Rootworks.
Duane Yoder CPA, Owner, Mattison Yoder
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.