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Learn how you can help your clients claim their due credits and launch a lucrative new advisory revenue stream by: ...
Get insight on how to build a CAS business model that leads your firm to elevated efficiencies, greater profitability and ...
Build a payroll practice that pays by following a tested, proven and modern payroll model. We’ll show you how to: ...
See how IRS audits—an often-terrifying subject for your clients—represent an opportunity to offer a valuable new service. We’ll show you: ...
Don’t fall victim to cybercriminals. Fortify the security of your firm by: Developing an intentional culture around firm security. Appointing ...
Deliver a rich client experience every time and set your firm even further apart from the competition by: Understanding why ...
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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.