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    Resources

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

    Prioritizing assets with smart client management

    Webinars

    Prioritizing your firm’s most valuable assets using Smart Client Management

    Live webinar | September 21 at 1 p.m. ET
    Your firm’s most valuable assets—your client list and your team—should be your top priority. Not only that, but your business model should revolve around managing your client list and providing a great place to work. Join Darren Root and John Mitchell as they unpack the concept of Smart Client Management that will help your firm deliver a year-round revenue stream, create happier employees and produce more satisfied clients.
    Register today
    Prioritizing assets with smart client management

    Webinars

    Prioritizing your firm’s most valuable assets using Smart Client Management

    Live webinar | September 21 at 1 p.m. ET
    Your firm’s most valuable assets—your client list and your team—should be your top priority. Not only that, but your business model should revolve around managing your client list and providing a great place to work. Join Darren Root and John Mitchell as they unpack the concept of Smart Client Management that will help your firm deliver a year-round revenue stream, create happier employees and produce more satisfied clients.

    Register today

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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