How’s your technology stack?
A modern, cloud-based tech stack allows your firm to collaborate with your clients and complete accounting processes automatically. It also enables real-time capture of data and the ability to deliver beautiful client-friendly reports that provide critical business information and allow your firm to provide proactive advisory services.
So if the answer to our question is NOT, “Our tech stack is great—it does everything we need,” we invite you to join Rootworks for this free webinar. You’ll gain an understanding of how your technology stack design hinges on your overall offering of products and services, and you’ll discover why client experience should always be top of mind in your technology decision process. We’ll also discuss which tools Rootworks has vetted and recommended for its members and 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.