September 29th, 2pm ET:
Learn why more than 1,000 accounting firms nationwide turn to Rootworks for firm growth and improvement. This 20-minute demo will give you a behind-the-scenes look at the benefits of a Rootworks membership including focused education, dedicated coaching, our client intelligence management module, events and webinars available to your staff, and so much more.
Please complete the following:
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.