Rootworks

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    Resources

    Access current tips, best practices and expert advice to help your accounting firm get better every day.

    Webinars

    Building The Million Dollar Firm: A Rootworks membership demo

    On-demand webinar
    Join Andy Root, Director of Membership for Rootworks, as he steps you through how more than 1,000 accounting firms have made this intentional choice to move away from the traditional firm model of constant chaos. Get a behind-the-scenes look at a Rootworks membership and how we put you on the path toward The Million Dollar Firm.
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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