Private Equity-Backed & High-Growth Firms
Focus on firm growth, not infrastructure.
Rightworks unifies your firm’s apps, security, and IT services in a secure, scalable cloud platform that’s been purpose-built to help PE-backed and large independent firms streamline operations, strengthen compliance, and reduce IT complexity.
Simplify your app access
Centralize and secure your firm’s desktop and cloud-based app access, regardless of how many vendors or solutions you use across locations.
Stay safe from cyberattacks
Enjoy peace of mind with advanced end-to-end protection and 24/7 threat monitoring across SOC 2-compliant data centers.
Scale with ease
Quickly give new team members or offices access to the apps they need, and just as easily remove temporary staff from all systems when their work is done.
The ultimate platform for PE-backed and large firms
Rightworks unifies your firm’s applications, security, and IT services into a powerful, all-in-one platform that’s been purpose-built to help you maximize productivity, reduce risk, and scale with confidence.
Private Equity-Backed Firms
A modern solution built for consistent margins and EBITDA performance
For the growing number of firms that have private equity backing, our unique platform gives you the tools and support you need to grow and scale, including:
- Managed cloud and security, with our experts handling all infrastructure, security, and onboarding
- Proven playbooks for quickly integrating acquired firms
- Predictable OpEx pricing for margin clarity
- Control over and reporting on access and usage helps you stay secure and compliant
- Microsoft tenant management and Exchange email protection
- Licensing, management, and security for Microsoft Office applications and Exchange email
- Secure single sign-on (SSO) for SaaS apps such as QuickBooks Online and client bank accounts keeps individual credentials hidden from staff
Large Firms
Take your firm to the next level with streamlined operations
As your firm grows, operations become more complex. That’s why we built Cloud Premier—to help you centralize, standardize, and scale without overburdening your IT team.
- One partner, with our experts managing all infrastructure, security, and onboarding
- Flexible support for hybrid tech stacks and phased transitions
- Infrastructure that grows with you, without IT headaches
- Security and compliance built-in for client trust and investor appeal
- Secure single sign-on (SSO) for SaaS apps such as QuickBooks Online and client bank accounts helps safeguard credentials and reduce security risks
- Microsoft 365 integration for seamless collaboration and compliance
Features & services built for your unique needs
One hosting platform for 3,000+ apps
Our secure cloud brings your desktop and cloud-based accounting and tax apps together in one place, so your team can work faster, smarter, and safer from anywhere.
- Secure hosting, backup, and updates for all your desktop apps—including Thomson Reuters® CS Professional Suite, CCH® ProSystem fx®, CCH Axcess™ Suite, QuickBooks® Desktop, and more
- Secure single sign-on (SSO) access to cloud-based apps such as QuickBooks Online, Canopy, Karbon, and client bank accounts
Control and secure your SaaS apps
Rightworks secure single sign-on (SSO) keeps your firm’s data safe and your team productive—whether they’re in the office or remote. Access apps like Canopy, QuickBooks Online, ADP, and client bank accounts without ever assigning credentials to employees.
- Instantly remove access for seasonal, offshore, or remote staff
- Gain visibility into app usage for stronger compliance and control
- Eliminate password sharing with user-specific app access that protects firm and client data
- Access on-demand reporting to stay informed on user access and activity
Protect your firm from the growing number of cyberattacks
From endpoint detection to SOC 2 Type II–certified data centers, our multilayered security protects your firm’s infrastructure, network, and users at every level.
- Endpoint detection, firewall, MFA, and WISP support for IRS compliance
- Ongoing device monitoring and employee security awareness training
- SOC 2 Type II compliant data centers
- Advanced threat detection and response (EDR) at server and device level
- Secure networking services for office locations
- Reporting on staff logins and application usage
Work 1:1 with our experts to get up and running fast
Our experienced team uses proven playbooks and a proprietary setup wizard to deliver smooth onboarding for acquisitions, new offices, and rapid firm growth.
- Rapid, repeatable integration for acquisitions and office expansions
- Proven onboarding playbooks used by leading PE-backed and large independent firms
- 24/7 support from accounting-focused IT experts
- Accelerated time to value through firm enablement and change management tools
- Proprietary onboarding wizard streamlines user, app, and license discovery, approval, and testing
Our customers, in their own words.
Discover how Archer Lewis unified 35+ acquired firms in under 90 days through standardized infrastructure—achieving rapid growth without adding IT overhead.
