We will be in touch soon. In the meantime, check out these resources to learn more about Rootworks.
Engagement is everything
“Rootworks offers so much that the value far outweighs the cost of membership,” Bruce stated. “And it’s not just the resources and events; Rootworks is always looking ahead and anticipating what is next. We count on them to keep us ahead of the curve. This is beyond valuable.”
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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.