# Rightworks

> Find out the benefits of cloud hosting for accounting professionals, from scalability to enhanced security features tailored for accountants\.

Generated by Yoast SEO v27.3, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Blog](https://www.rightworks.com/blog/)
- [Rightworks Transaction Pro expert services](https://www.rightworks.com/rightworks-transaction-pro-expert-services/)
- [About us](https://www.rightworks.com/about/)
- [Our team](https://www.rightworks.com/about/team/)
- [SmartVault document management](https://www.rightworks.com/products/productivity-software/smartvault-document-management/): When you combine SmartVault Accounting Pro with Rightworks OneSpace, you get everything you need to run your accounting practice in the cloud—securely, easily and efficiently\.

## Posts
- [Cloud Desktop Hosting: What It Is and Why It Matters](https://www.rightworks.com/blog/what-is-cloud-technology/): Cloud hosting, cloud desktops, IaaS, DaaS—cut through the jargon and learn what each model means for your accounting firm or business\.
- [The 5 Essential Layers of SMB Security: Understanding the Framework](https://www.rightworks.com/blog/the-5-essential-layers-of-smb-security/): Learn the five overlapping layers of protection every SMB needs, and why closing every gap is the only way to stay truly secure\.
- [5 Signs Your Small Business Is Ready for the Cloud](https://www.rightworks.com/blog/cloud-small-businesses/): What are the main benefits of cloud hosting for small businesses? And how do you know it's time to make the switch? Here are five signs to watch for\.\.\.
- [30\+ Best Accounting AI Tools \& Resources of 2026](https://www.rightworks.com/blog/best-accounting-ai-tools/): Explore the best accounting AI tools, AI bookkeeping tools, and AI software for accounting firms and SMBs\. Find the right accounting AI for your firm today\.
- [How to Secure Accounting Workflows in a Remote World](https://www.rightworks.com/blog/secure-accounting-workflows/): Remote accounting workflows create real security risks\. Learn how to meet IRS requirements, protect sensitive client data, and find the right cloud partner\.

## Applications
- [Canopy](https://www.rightworks.com/application-directory/canopy/)
- [Truss](https://www.rightworks.com/application-directory/truss/)
- [Filed](https://www.rightworks.com/application-directory/filed/)
- [ADP](https://www.rightworks.com/application-directory/adp/)
- [Treasury Software](https://www.rightworks.com/application-directory/treasury-software/)

## Resources
- [What PE Firms Look for in Accounting Firms](https://www.rightworks.com/resources/pe-look-for-in-accounting-firms/): Whether you're pursuing PE or staying independent, walk through 9 criteria that show true stability and efficiency and find out how your firm actually stacks up\.
- [IT Considerations for M\&A in Accounting Firms](https://www.rightworks.com/resources/it-considerations-for-ma-in-accounting-firms/): Discover how IT assessments drive successful accounting firm M\&A, from pre\-merger evaluations to post\-merger strategies, ensuring long\-term firm success\. 
- [How to Rapidly Standardize Technology and Processes After Acquisition](https://www.rightworks.com/resources/firm-tech-processes/): Learn why tech standardization is the foundation for successful M\&A outcomes, and how PE\-backed firms can create efficient, repeatable acquisition frameworks\. 
- [Progress Under Pressure: The 2026 Post\-Tax Season Report](https://www.rightworks.com/resources/progress-under-pressure-2026-report/): Whether your team crushed it or barely made it through, the findings inside will shape how you plan for what's next\. 
- [Own Your Firm: The Bookkeeper's Guide to Speed, Security, and Control](https://www.rightworks.com/resources/own-your-firm/): Ebook showcasing four practical fixes to help bookkeeping firm owners get faster, stay secure, and run with total control\.

## Webinars
- [Phishing with Precision: How Hackers are Using AI to Target Accountants](https://www.rightworks.com/webinars/phishing-with-precision/): Learn from real\-world breaches how to spot AI\-powered threats and strengthen both your firm’s technical and human firewalls—before your data becomes their payday\.
- [The Psychology of a Modern Tax Workflow: Reducing Anxiety, Decision Fatigue, and Compliance Risk](https://www.rightworks.com/webinars/psychology-of-a-modern-tax-workflow/): Learn how to make tax workflows more connected, predictable, and secure—from onboarding your clients to archiving returns\.
- [M\&A, PE\-Backing, or Independence: Which Path Is Right for You?](https://www.rightworks.com/webinars/ma-pe-backing-or-independence-which-path-is-right-for-you/): Whether you’re planning for succession, seeking growth, or determining how to protect the culture you’ve built, this webinar will help you identify the direction that best aligns with your values, goals, and vision for the future\.
- [Staffing for success with technology](https://www.rightworks.com/webinars/staffing-for-success/): Join Molly Gallaher Boddy as she shows you how firms like yours have successfully faced their biggest staffing challenges using technology\. We’ll explore how technology plays a role in establishing a positive firm culture that supports employee retention\.
- [Rapidly Standardizing Technology Following a Firm Acquisition](https://www.rightworks.com/webinars/protect-post-merger-roi-unify-tech-and-processes/): Don’t just close the deal, deliver ROI\. Learn how to quickly standardize tech, processes, and people post\-acquisition\.

## Events
- [Firm Growth Forum East](https://www.rightworks.com/events/firm-growth-forum-east/)
- [CalCPA Members Club Summit 2026](https://www.rightworks.com/events/calcpa-members-club-summit-2026/)
- [Boomer Circle Summit](https://www.rightworks.com/events/boomer-circle-summit-2026/)
- [Illinois CPA Summit 2026](https://www.rightworks.com/events/illinois-cpa-summit-2026/)
- [TX CPA Society Summit 2026 Conference](https://www.rightworks.com/events/txcpa-2026/)

## News
- [Rightworks Launches Unified Security and IT Solution Purpose\-built for Bookkeepers](https://www.rightworks.com/news/rightworks-launches-security-and-it-solution-for-bookkeepers/): All\-in\-One Platform Combines Secure Cloud Applications, Managed Microsoft 365, and Built\-in Cybersecurity So Bookkeepers Can Grow Without Managing IT
- [Investing in Innovation: Rightworks Appoints New Chief Product Officer](https://www.rightworks.com/news/rightworks-appoints-new-chief-product-officer/): Rightworks, the only intelligent cloud service provider of solutions purpose\-built for accounting firms and professionals, today announced the appointment of Mason Swenson as Chief Product Officer \(CPO\)\.
- [Rightworks Honors Exceptional Accounting Firms and Partners with Inaugural RightNOW26 Customer \& Partner Impact Awards](https://www.rightworks.com/news/rightworks-honors-exceptional-accounting-firms-and-partners-with-inaugural-rightnow26-customer-partner-impact-awards/): Seven awards presented at RightNOW26 conference recognize firms and partners advancing cloud technology, security, innovation, and growth across the accounting ecosystem
- [Rightworks Pioneers Unified Access Security Across Users, Devices, and Applications to Reduce Risks of Outsourcing](https://www.rightworks.com/news/rightworks-pioneers-unified-access-security-across-users-devices-and-applications-to-reduce-risks-of-outsourcing/): New Accounting\-Focused AI Embedded into OneSpace, and Partnerships that Expand Secure Staffing Options Also Highlighted during RightNOW26 Keynote
- [Rightworks Announces RightNOW26 Conference, Featuring Bestselling Author Jon Acuff and Leading Voices Across the Accounting Profession](https://www.rightworks.com/news/rightworks-announces-rightnow26-conference/): Three\-Day Conference in San Antonio Brings Together Firm Leaders, Industry Experts, and Technology Innovators to Shape the Future of the Accounting Profession

## Podcasts
- [Combating the pipeline shortage with offshore staffing](https://www.rightworks.com/podcasts/offshore-accounting-staff/): In this episode of The Modern Firm® podcast, Darren Root and John Mitchell are joined by Viji Sudhakar and Todd Steinberg of GKM\. 
- [The Modern Firm® Maturity Continuum: Where do you rank?](https://www.rightworks.com/podcasts/modern-firm-maturity-continuum-rank/): In this episode of The Modern Firm podcast, Darren welcomes Joel Hughes, Chief Executive Officer of Rightworks\. Darren and Joel review some of the results of the 2024 Rightworks Accounting Firm Technology Survey of 500 small, medium and large\-sized firms\.
- [The Modern Firm® Maturity Continuum: A deeper dive into levels and where you rank](https://www.rightworks.com/podcasts/modern-firm-maturity-continuum-levels/): In this episode of The Modern Firm® podcast, Darren Root and John Mitchell dig into the five levels of maturity on the path toward becoming a modern accounting firm\. 
- [Setting the stage: What is The Modern Firm®?](https://www.rightworks.com/podcasts/the-modern-firm/): Darren and John kick off this podcast series with a deep look at what it means to be a "modern firm\." They start with a discussion about the history and evolution of The Modern Firm®, review the four pillars that are essential to building a modern firm and then outline a plan for future episodes\.
- [Smart Firm Management: Creating the infrastructure for The Modern Firm](https://www.rightworks.com/podcasts/smart-firm-management/): In this episode of The Modern Firm® podcast, join Darren Root and John Mitchell for an introspective look at the implications of building a firm based on an intentional infrastructure\. Darren and John will share their experiences with hundreds of firms across the country\.

## Customer Stories
- [Creating a Seamless and Secure Experience: How Simon Lever Supports Flexible Work with Rightworks](https://www.rightworks.com/customer-stories/simon-lever/): With team members working across offices and remotely, Simon Lever needed consistent, secure access to firm systems\. Rightworks provides a centralized login experience that allows employees to work the same way from anywhere\. The firm also values having a technology partner that advocates for them and supports long\-term growth\.
- [Simplifying Access While Strengthening Security: How Modern CPAs Centralized Login and Control with Rightworks Protect](https://www.rightworks.com/customer-stories/modern-cpas/): Modern CPAs operates as a hybrid firm with team members across multiple locations, including offshore staff\. To improve access management and protect firm data, the firm implemented Rightworks Protect to centralize logins and strengthen security controls\. The result is a simpler daily workflow and added confidence as the firm continues to grow\.
- [Simplifying Technology and Strengthening Security: How Annapolis Accounting Services Gained Peace of Mind with Rightworks](https://www.rightworks.com/customer-stories/annapolis-accounting-services-success-story/): Annapolis Accounting Services migrated its accounting applications and data to Rightworks Cloud Premier, gaining secure, always\-on access to everything the team needs to serve clients\. The Rightworks team handled the setup, migration, and onboarding, ensuring no downtime during the transition\.
- [From Local Expertise to Cloud Confidence: How CPA Professionals, Inc\. Modernized Operations with Rightworks](https://www.rightworks.com/customer-stories/cpa-professionals-modernized-operations-rightworks/): CPA Professionals journey with Rightworks is a story of transformation, from managing local servers to embracing a unified cloud platform that protects data, empowers collaboration, and frees the team to focus on client success\.
- [Streamlining Collaboration and Security: How CRS CPAs Strengthened Firm Efficiency with Rightworks](https://www.rightworks.com/customer-stories/crs-cpas-firm-efficiency-rightworks/): CRS CPAs needed a secure, scalable platform that would support a growing team, protect sensitive client information, and enable staff to collaborate from anywhere\. Rightworks provided the solution\.

## Categories
- [Security \& Compliance](https://www.rightworks.com/blog/category/cybersecurity/)
- [Growth \& Strategy](https://www.rightworks.com/blog/category/accounting-firm-improvement/)
- [Apps \& Software](https://www.rightworks.com/blog/category/apps-and-software/)
- [Staffing \& Retention](https://www.rightworks.com/blog/category/culture/)
- [Cloud \& Hosting](https://www.rightworks.com/blog/category/cloud-hosting/)

## Tags
- [How\-to](https://www.rightworks.com/blog/tag/how-to/)
- [technology](https://www.rightworks.com/blog/tag/technology/)
- [security](https://www.rightworks.com/blog/tag/security/)
- [listicle](https://www.rightworks.com/blog/tag/listicle/)
- [Staffing and Retention](https://www.rightworks.com/blog/tag/staffing-retention/)

## Optional
- [Sitemap index](https://www.rightworks.com/sitemap_index.xml)