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We’ve packed up and said goodbye to sunny Sarasota…until next year. Another unforgettable Rootworks Inspire Conference in the books! From the outstanding staff and hospitality at the Ritz, to the…

We’re pleased to announce integration partnerships with leading business application companies Bill.com (business payments), Expensify (receipt and expense management) and TSheets (time tracking).  The three apps are part of the…

Darren Root was jean shopping with his kids and when he picked out a typical pair of jeans, they told him that he was dressing like an old man. This…

In our Lean Six Sigma consulting within CPA tax practices, we sometimes find that firms that have transitioned to a paperless environment in a piecemeal fashion actually became less efficient…

CPAs have had to deal with a significant amount of technological evolution in their careers, particularly in the past decade as the Internet and personal computers fundamentally changed how people…

Commerce Sync automates the transfer of sales activity from Square, Clover, and Stripe into QuickBooks. This is the way in which we hope to improve the lives, and bottom line,…

Recognizing Expensify as a popular and critical application our customers use, we’re excited to announce that Expensify is now available to all users of our Business Cloud at no additional…

CPAs are knowledge workers and the more thoroughly they understand how to utilize their technology and optimize the profession’s best practices to service clients, the more effective and profitable their…

Has the IT role within CPA firms finally come full circle? I began the IT portion of my career providing support for IBM XT personal computers that were used by…