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    Resources

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

    Webinars

    The Modern Firm® playbook

    Live webinar | October 12 at 1 p.m. ET
    In this session, we’ll dive into The Modern Firm playbook—a comprehensive guide to building and managing a thriving firm in the modern era. Join Rootworks member coach Tiffany Caponigro as she covers how to adapt to changing market dynamics, embrace innovation and drive sustainable growth by implementing the four smart pillars of The Modern Firm playbook.
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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