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Access current tips, best practices and expert advice to help your accounting firm get better every day.
You told us in our most recent post-tax season survey that tax season didn’t get any easier … but it can. Darren Root explains how in this eBook.
Learn how to grow your accounting firm by identifying your ideal clients, uncovering lucrative new revenue opportunities and retaining your ...
See how to take advantage of integrated applications and automation to create a technology stack for the modern client accounting ...
Every firm is unique, but most share a common set of pain points. Gain access to a structured and proven ...
See how to keep your clients’ data safe in the new virtual-workforce era. Learn how to: Put IT security measures ...
Learn why data is one of your firm’s most important assets—and how collecting and organizing that data can enhance your ...
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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.