Accounting & Tax Platform
Move your apps, data security, and IT support into our fully managed, all-in-one platform.
Managed IT
One secure login for every app your firm uses.
Security & Compliance
Keep your firm data safe with enhanced cybersecurity tools.
Fully managed cybersecurity solutions, right-sized for businesses.
Stay compliant & save time with a custom-built Written Information Security Plan.
Application Hosting
Securely access and work in your QuickBooks files anytime, anywhere.
Get secure, remote access to accounting apps like QuickBooks and more.
Centralize and protect your apps to work smarter in the cloud.
Productivity
Easily manage data transfers between QuickBooks and Excel or CSV files.
Your virtual assistant to help you work smarter without sacrificing security.
Rightworks is your one-stop solution for secure and flexible Managed Microsoft 365.
Large Firms
Accelerate growth, strengthen security, and stay investor-ready.
Small & Medium Firms
Future-proof your firm with custom-built hosting & security tools.
A cloud-first solution to simplify and secure your workflow.
Small & Medium Businesses
Accounting & security tools help you work smarter and safer.
Application Directory
All the apps you rely on every day, in one streamlined and secure platform.
Accounting & Tax Firm Plans
Future-proof your firm with hosting & security tools custom built for the modern firm.
Business Plans
Get secure, remote access to accounting apps like QuickBooks and more.
Additional Tools
Easily manage data transfers between QuickBooks and Excel or CSV files.
Stay compliant & save time with a custom-built Written Information Security Plan.
Plans Overview
Read & Learn
Discover the best of our expert insights and resources, all in one place.
Stay up to date on the latest news & trends in the accounting profession.
Browse our library for expert insights on cybersecurity, cloud hosting, and more.
Get insights on how to modernize your firm or business.
Connect, Watch & Listen
Find Rightworks at upcoming events & conferences across the country.
Check out our library of webinars with thought leaders and experts.
Connect & Grow
Unlock expert insights, peer connections, and real-world tools in one place.
See how your firm ranks against the national average—and how to level up.
Free WISP Analyzer
Upload your WISP to identify critical gaps and get solutions to help strengthen your cybersecurity.
The Rightworks Difference
More than 50% of the Top 25 accounting firms trust Rightworks.
See how we help thousands of firms and small businesses.
Browse the most popular of our 3,000+ accounting, tax and business app integrations.
About Us
Meet the team that's working to advance the accounting profession.
Learn how our partnerships help firms and businesses scale and grow.
Access the latest news about our company, people, partnerships, and more.
Join Us
Join our fast-growing team where innovation, teamwork, and respect drive success.
Customer Reviews
Author
With more than 25 years in the tax and accounting space, I bring a wealth of experience and a passion for clear communication to every project. A magna cum laude graduate from MACU in Oklahoma (where I still reside) with an English-Business degree, I blend technical expertise with storytelling to make complex topics accessible and engaging.
When I'm not crafting content, you'll likely find me in a gym coaching girls volleyball—a role that brings me immense joy as I help shape the next generation of leaders. I love exploring the outdoors through hiking and kayaking (as long as the weather cooperates!), and at home, I'm entertained by my two mini schnauzers and a steady stream of true crime podcasts and British crime dramas.
As a mom to an adult daughter and a lifelong learner, I understand the importance of balancing professionalism with authenticity. I believe the best writing comes from a place of genuine connection, whether I'm breaking down technical concepts or sharing industry insights.
Posts by Melody Steelman
Discover essential tax season security tips to defend against cyberthreats and tax season scams, and ensure a safe tax season for your firm and clients.
Protect your firm from cyberbreaches with email security best practices. Learn to go beyond spam filters and secure sensitive data effectively.
Is the CPA Evolution initiative ushering in a new era in accounting? We look at some of the changes to the CPA exam and what it means for the profession.
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