Rightworks is a secure cloud, managed IT, and cybersecurity platform that helps accounting and tax firms run essential applications, protect client data, and support modern work from one managed environment.
Built for accounting professionals, the platform brings firm applications, QuickBooks Desktop, tax software, SaaS tools, Microsoft 365, user access, backups, security controls, and expert support into a single operating layer.
At the center of the offering is Cloud Premier, Rightworks’ all-in-one platform for firms that want application hosting, security, managed IT, and productivity tools without stitching together separate vendors.
Firms can use Rightworks to:
– Give staff secure access to hosted desktop applications and cloud-based apps
– Manage remote, hybrid, and seasonal teams
– Support acquisitions, new offices, and multi-location growth
– Keep systems available during tax season and other peak periods
– Reduce internal server maintenance and IT administration
– Strengthen security and compliance readiness around client data
Rightworks also supports related products and services, including:
– Cloud Hosting for QuickBooks Desktop and other desktop applications
– Cloud Protect for secure access to cloud-based applications
– Total Security for managed endpoint and network protection
– WISP Compliance for written information security plans
– Managed Microsoft 365
– Transaction Pro
– SmartVault
– Spark AI
For firm leaders, the value is operational focus: fewer infrastructure distractions, stronger security coverage, and a technology environment designed around accounting workflows.
Rightworks hosts and supports thousands of accounting, tax, and business applications, including QuickBooks Desktop, QuickBooks Online, Thomson Reuters CS Professional Suite, CCH ProSystem fx, CCH Axcess, Microsoft 365, Transaction Pro, SmartVault, and Spark AI.
Depending on the plan, Rightworks can support password-less SSO, multifactor authentication, admin oversight, login reporting, application access, backups, Microsoft Office tenant management, Exchange email security, device monitoring, endpoint detection and response, cloud-managed firewalls, whole-disk encryption, security awareness training, and 24/7 monitoring.
Rightworks is especially relevant for CPA firms, tax practices, CAS teams, bookkeepers, and high-growth firms that need to standardize access, reduce server maintenance, onboard staff quickly, strengthen FTC Safeguards and IRS Security Six readiness, and support hybrid or remote work without losing control of client data.
Nashua, New Hampshire
2002
Upper Mid-Size (201-500)
All Firm Sizes
IT Director, Managing Partner, Operations Leader
Tiered Pricing: $45/user/month
Phone, Email, 24/7 Full Service, Community Forums
Work smarter, grow faster, and make life easier with Cloud Premier
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.
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.
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Rightworks is a secure cloud, managed IT, and cybersecurity platform that helps accounting and tax firms run essential applications, protect client data, and support modern work from one managed environment.
Built for accounting professionals, the platform brings firm applications, QuickBooks Desktop, tax software, SaaS tools, Microsoft 365, user access, backups, security controls, and expert support into a single operating layer.
At the center of the offering is Cloud Premier, Rightworks’ all-in-one platform for firms that want application hosting, security, managed IT, and productivity tools without stitching together separate vendors.
Firms can use Rightworks to:
– Give staff secure access to hosted desktop applications and cloud-based apps
– Manage remote, hybrid, and seasonal teams
– Support acquisitions, new offices, and multi-location growth
– Keep systems available during tax season and other peak periods
– Reduce internal server maintenance and IT administration
– Strengthen security and compliance readiness around client data
Rightworks also supports related products and services, including:
– Cloud Hosting for QuickBooks Desktop and other desktop applications
– Cloud Protect for secure access to cloud-based applications
– Total Security for managed endpoint and network protection
– WISP Compliance for written information security plans
– Managed Microsoft 365
– Transaction Pro
– SmartVault
– Spark AI
For firm leaders, the value is operational focus: fewer infrastructure distractions, stronger security coverage, and a technology environment designed around accounting workflows.
Rightworks hosts and supports thousands of accounting, tax, and business applications, including QuickBooks Desktop, QuickBooks Online, Thomson Reuters CS Professional Suite, CCH ProSystem fx, CCH Axcess, Microsoft 365, Transaction Pro, SmartVault, and Spark AI.
Depending on the plan, Rightworks can support password-less SSO, multifactor authentication, admin oversight, login reporting, application access, backups, Microsoft Office tenant management, Exchange email security, device monitoring, endpoint detection and response, cloud-managed firewalls, whole-disk encryption, security awareness training, and 24/7 monitoring.
Rightworks is especially relevant for CPA firms, tax practices, CAS teams, bookkeepers, and high-growth firms that need to standardize access, reduce server maintenance, onboard staff quickly, strengthen FTC Safeguards and IRS Security Six readiness, and support hybrid or remote work without losing control of client data.

Whether your team crushed it or barely made it through, the findings inside will shape how you plan for what’s next.

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.

Whether your team crushed it or barely made it through, the findings inside will shape how you plan for what’s next.
Rightworks provides secure cloud hosting, managed IT, cybersecurity, application access, backups, support, and productivity tools built around accounting and tax firm workflows.
Cloud Premier is the most comprehensive firm plan, combining application access, managed desktop hosting, backups, Microsoft options, SSO, device monitoring, security, and expert support.
No. QuickBooks Desktop hosting is a major use case, but Rightworks also supports cloud app access, managed IT, security, Microsoft 365, WISP, Transaction Pro, SmartVault, Spark AI, and thousands of apps.
Rightworks supports 3,000+ accounting, tax and business apps, with examples including QuickBooks Desktop, QuickBooks Online, Thomson Reuters CS Professional Suite, CCH ProSystem fx, and CCH Axcess.
The platform supports firms of all sizes, from solopreneurs to multi-office firms, and the site has plans for small, midsized, large, PE-backed, and high-growth firms.
Depending on the plan, Rightworks includes MFA, password-less SSO, encrypted transmission, secure data storage, backups, endpoint detection and response, cloud-managed firewalls, whole-disk encryption, monitoring, and security awareness training.
Yes. Rightworks positions Total Security and WISP Compliance around FTC Safeguards Rule, IRS Security Six, WISP storage/review, security training, and phishing simulations.
Some plans have public pricing, including Cloud Protect at $45/user/month and Cloud Hosting at $85/user/month, while Cloud Premier uses custom pricing.
Validate app coverage, migration timing, user provisioning, backup requirements, Microsoft licensing, security scope, support expectations, seasonal staffing, and which add-ons are included.
Managing partners, firm owners, operations leaders, technology leaders, and IT decision-makers responsible for uptime, security, application access, staff productivity, and client-data protection.