Rightworks Cloud Protect
Cloud Protect: Secure hosting with built-in protection
Take control of your firm’s SaaS access management and cloud security. Rightworks Cloud Protect provides centralized cloud access management for accounting and tax practices—giving your team one secure workspace to access every client and firm application with zero shared credentials, one-click offboarding, and full compliance readiness.
Next-level SaaS access management for the accounting applications you rely on
Who can’t afford gaps in their
app access control?
Bookkeeping & client accounting services (CAS) teams
Managing multi-client logins across banking portals and financial applications creates critical vulnerabilities. Centralized cloud access management replaces shared passwords with a secure, unified workspace.
Seasonal, remote, & offshore tax staff
Provision and revoke application permissions instantly as your staffing needs shift during tax season. Automated one-click offboarding eliminates manual credential cleanup across third-party portals.
Audit-ready & compliance focused firms
Maintain complete audit-trail visibility with real-time logs of user access by timestamp, application, and location—ensuring compliance with IRS Pub 4557, WISP requirements, and cyber insurance standards.
SaaS Identity Management & Control
End-to-end cloud access management: from first login to one-click offboarding
- One secure login for all firm and client SaaS apps—including QuickBooks Online, Xero, ADP, Canopy, TaxDome, Intuit Tax Online, Dext, Bill.com, Expensify, and more
- Credentials are fully masked—no one ever sees, saves, or shares passwords
- Grant or revoke access instantly by client, app, and role—no guesswork, no errors
- Instantly deprovision user access and terminate active sessions across every integrated cloud application with a single click.
- Maintain continuous regulatory readiness with centralized access logging that details user identity, IP address, timestamp, and target applications.
The Rightworks Difference
This is what accounting-specific
access control looks like
Generic access tools don’t understand multi-client workflows, outsourced
teams, or accounting compliance. Ours do.
Scale access securely without IT overhead
Safeguard client trust & sensitive financial credentials
Simplify IT management with expert accounting support
How one firm went from access chaos to confidence
Sandy Nilo runs a hybrid firm with offshore staff across multiple locations. She turned to Rightworks to centralize logins, protect firm data, and keep her team moving efficiently.
40%
The right tech can boost revenue per employee by almost 40%
20+ years
We’ve been helping accounting firms succeed for over 20 years
12,000+ firms
Join the many firms who trust Rightworks to secure their business
SaaS access is one layer of a complete defense: endpoint protection & reliable uptime
Endpoint protection & device defense
Safeguard every workstation and mobile device across your firm with layered, continuously monitored endpoint protection and threat detection.
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WISP Compliance
Meet IRS requirements with a Written Information Security Plan built for your firm.
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Security Awareness Training
Turn your team from your biggest vulnerability into your strongest defense.
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Managed Backups & Reliable Uptime
Get automatic hourly backups, three years of retention, and fast recovery.
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Microsoft 365
Managed licensing, advanced email security, granular backup, and 24/7 support.
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