Rootworks Premium Memberships


For firms that only need self-service resources to level-up their practice


For firms wanting to join an exclusive community with other firms focused on realizing their goals


Firm improvement starts here


Grow with Advantage


Your exclusive access

Pre-made client products
Online resource center
Vendor discounts
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.

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

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.