Rootworks delivers solutions that fit, resources that equip, advice that resonates, and people who support. Nearly 600 firms use Rootworks to achieve clarity in an era of relentless change and to run a business they can love. Built on the first-hand knowledge of a working firm, Rootworks delivers turn-key products to offer your clients, a smart CRM platform, expert coaching and the support of a peer network - all for a single monthly membership fee.
"Without the help of the Rootworks team, we wouldn't be where we are today. We have had the smoothest tax season to date—no working late nights, and we trimmed down the number of tax clients…for which our team is grateful. We can’t thank Rootworks enough for keeping us in the loop on how to become a better accounting firm!"







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