Scale your advisory services
Protect client data and client trust
Finally, there’s a way to safely access client bank accounts without sharing personal passwords. Our secure cloud gives your team password-free, single sign-on to all your apps.
Let’s simplify security
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Share expertise, not passwords
Your clients count on you for advisory services and data privacy. Give them faster service and stronger security when you run your business apps in the only cloud solution built for accounting professionals.
Go password-free
Give your team members a password-free, secure single sign-on to the apps of your choice.
Monitor access
Control and track who has access to client bank accounts, business apps and other sensitive data.
Onboard and offboard quickly
Instantly grant or revoke permissions to ensure temporary, remote and offshore staff don’t put client data at risk.
Scale faster, work safer
Spend more time advising your best clients and less time dealing with password chaos. Rightworks makes it easy to grow your client advisory services without complicating your workflows or jeopardizing your client data.
- Get secure remote access to client banks accounts and business apps, for seamless collaboration with clients and staff.
- Keep client passwords private and protect sensitive data from unauthorized users.
- Simplify staffing from onboarding to offboarding, whether your team is remote, offsite, offshore or temporary.
