Nashua, New Hampshire;
Alpharetta, Georgia
2002
Large (501-1000)
Rightworks serves more than 72,000 firms and businesses, including more than half of the Top 25 US Accounting Firms. Whether the priority is protecting client data, modernizing infrastructure, simplifying IT, putting AI to work safely, or scaling for growth, there’s a solution designed for it, built exclusively for the accounting profession.
Cybersecurity
Client data protection requires more than basic security measures. Rightworks deploys enterprise-grade cybersecurity across users, devices, and networks, including single sign-on (SSO) for SaaS applications, credential masking, antivirus, patching, continuous monitoring, endpoint detection and response (EDR), cloud-managed firewalls, whole-disk encryption, and Security Awareness Training. One-click lockout revokes access across every system instantly. Three-year backups with hourly snapshots protect business continuity, and centralized governance gives leaders real-time visibility across all locations and service lines, supporting FTC Safeguards and IRS Security Six readiness.
Cloud Hosting
Firms can access desktop and cloud-based applications from one secure workspace, from anywhere. Rightworks hosts 3,000+ accounting and tax applications, including QuickBooks® Desktop (QBD), Thomson Reuters® CS Professional Suite, CCH® ProSystem fx®, CCH Axcess™, and Microsoft 365, with all infrastructure and onboarding handled. There’s no server maintenance, no fragmented vendor relationships, and no disruption during tax season or other peak periods.
Managed IT
Rightworks removes the burden of internal IT administration so firm leaders can focus on clients, not infrastructure. Staff can be onboarded quickly, new entities integrated in weeks, and remote, hybrid, offshore, and seasonal teams managed from one environment. App access, device monitoring, managed updates, and user oversight all run through a single control panel, with 24/7 award-winning support and 99.9% uptime backing every firm on the platform. Predictable monthly pricing supports EBITDA planning as firms scale.
AI, built for accounting.
Rightworks gives firms access to Spark, a purpose-built AI tool designed for accounting workflows. Spark helps staff work faster on everyday tasks, summaries, and client work, without the security risks that come with consumer AI tools. All activity runs within the Rightworks environment, so client data stays protected while firms take advantage of AI-driven productivity.
Scale without limits.
Rightworks supports firms through acquisitions, new office openings, and rapid headcount growth. New entities can be onboarded in weeks using a proven, repeatable rollout framework. Predictable monthly pricing supports EBITDA planning, and flexible plans scale with your portfolio without adding IT overhead.
All Firm Sizes
Managing/partner/firm owner; Senior Partner; Director of Operations; Practice Manager, Operations Manager; Finance Lead/Controller; Technology Director/IT Lead; Office Administrator
Per User/Per Seat
Phone; Email; 24/7 Full Service; Community Forums
Not Provided
Contact for pricing
Scaling from a single office to a multi-state operation presents unique technological challenges. Nobody knows that challenge better than Sorren, a dynamic professional services firm, as they expanded from a modest 85-person team to a powerhouse with over 1,200 employees across 20+ offices around the world.
Whether your team crushed it or barely made it through, the findings inside will shape how you plan for what’s next.
Work smarter, grow faster, and make life easier with Cloud Premier
What’s keeping business owners up at night? Which industries are pulling ahead or falling behind? And how are advanced-stage businesses generating 38% more revenue per employee? To find out, download our most comprehensive SMB study to date, capturing vital insights from 700+ small and medium-sized businesses across the country.
Whaley Hammonds Tomasello, P.C.
Founder and President, Wray Enterprises, Inc.
Director of Operations, JHM CPAs
Over 72,000 accounting firms and businesses, from solo practitioners to Top 10 firms, trust Rightworks for cloud hosting, cybersecurity, managed IT, and AI, giving them the technology and support they need to operate securely, efficiently, and confidently.
Rightworks increases productivity by providing a centralized workspace—an online portal that connects your tools, workflows, data, staff, and clients in one place. Your team can securely access accounting, tax, and business applications from anywhere, collaborate with clients in real time, and take advantage of built-in AI capabilities that automate routine tasks and surface insights faster. The result is less time on manual work and more time on what matters most to your clients.
By centralizing your applications, streamlining IT management, enhancing security, and enabling flexible work arrangements, Rightworks creates a foundation for growth. The platform adapts to your expanding needs without requiring significant technology changes as you grow.
Rightworks is built to complement your IT team or serve as a fully managed alternative if you’d prefer to hand off the complexity. Either way, you get accounting-specific security, seamless application integration, and 24/7 support tailored to the unique needs of accounting firms. Rightworks is here to handle the heavy lifting so your firm can focus on what it does best.
Yes, Rightworks enables your team to centralize all the apps you use in one location, creating an integrated workspace for all your existing tools. The Rightworks OneSpace platform is compatible with over 3,000 tax and business apps, including QuickBooks Desktop, QuickBooks Online, Thomson Reuters CS Professional Suite, CCH ProSystem fx, and CCH Axcess.
Rightworks uses a layered security approach with data backup and recovery, multifactor authentication, encrypted transmissions, access to cloud-based apps without assigning passwords, secure storage, ongoing threat monitoring and remediation, antivirus, endpoint detection and response (EDR), a cloud-managed firewall, device backup, whole-disk encryption, and security awareness training. These features work alongside enterprise-grade infrastructure—including geo-redundant Tier 3 and 4 data centers and SOC 1, SOC 2, and SOC 3 compliance—to safeguard vital applications such as QuickBooks Enterprise, QuickBooks Online, 1099, BILL, and ADP.
Rightworks protects your devices in a number of ways, including antivirus and endpoint detection and response (EDR) for threat prevention, cloud-managed firewall, device backup, whole-disk encryption, and security awareness training (SAT) to reduce employee-driven incidents.
Rightworks streamlines administrative processes for onboarding and offboarding onsite, hybrid, remote, and offshore staff. Designed as a single portal to access all your firm’s workflows, adding, limiting, and removing user permissions can be achieved in just a few clicks. The immediate lockout feature also enhances security when last-minute staffing changes occur.
Rightworks solutions are designed for smooth implementation with minimal disruption to your firm’s operations. Our team of experts guides the migration process to ensure a seamless transition.
Outside of our security components, which are included in some of our packages, no additional hardware is required. Rightworks offers cloud-based solutions that work with your existing computers and devices, making your work accessible from anywhere—all you need is an internet connection.
