Rightworks Managed Backups

Complete data protection, handled for you

We automatically back up your data every hour, store it across multiple secure locations, and keep it safe for up to three years—so you can restore exactly what you need in minutes, not days.

Why typical backups aren’t enough
for accounting firms

Storage isn't the same as backup

Storage isn’t the same as backup

Cloud platforms operate on a shared-responsibility model: providers ensure service availability, but backup and recoverability are your responsibility.

30 days of history isn’t enough

30 days of history isn’t enough

Typical retention windows of 30 days aren’t a substitute for dedicated backups. Compliance and long-term recovery require years of accessible, restorable data.

Tax season data loss is a real risk

Tax season data loss is a real risk

Every hour of downtime or data loss has direct consequences for your clients and your firm’s reputation. Fast, reliable recovery isn’t optional—it’s essential.

What’s Included

More than storage—managed, always-on data protection

Rightworks Complete Backup delivers automatic protection that runs in the background—so you can restore confidently whether you’re recovering from a cyberattack, a mistake, or an outage.

More than storage—managed, always-on data protection
Hourly data snapshots

Hourly data snapshots

Limit data loss to minutes—not days—with automatic hourly backups.

Up to 3 years retention

Up to 3 years retention

Meet compliance requirements and recover historical data, even years after it was created.

Geo-redundant storage

Geo-redundant storage

Your data is stored across multiple secure locations, so a single failure never puts you at risk.

Granular & full restores

Granular & full restores

Restore exactly what you need—from a single file to your entire environment—without disruption.

User access logs

User access logs

See exactly who accessed what, when, and from where so you can maintain accountability.

Audit-ready reporting

Audit-ready reporting

Generate reports for clients, cyber insurance, and regulatory requirements—without manual prep.

Backup protects your data. These protect everything else.

Backup protects your data. These protect everything else.
Security Awareness Training

Security Awareness Training

Turn your team from your biggest vulnerability into your strongest defense.
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WISP Compliance

WISP Compliance

Meet IRS requirements with a Written Information Security Plan built for your firm.
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SaaS Access & Identity Control

SaaS Access & Identity Control

Secure every cloud app, manage access, and eliminate shared credentials.
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Network Security

Network Security

Protect your firm’s in-office network from intrusion and lateral movement.
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Endpoint Security

Endpoint Security

Protect every device your firm uses with layered, continuously monitored security.
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Managed Microsoft 365

Managed Microsoft 365

Managed licensing, advanced email security, granular backup, and 24/7 support.
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Managed Backups
FAQs

Managed backup is a service that automatically backs up your firm’s data on a regular schedule—without requiring your team to configure, monitor, or manage it. For accounting firms, this matters because you’re handling sensitive client financial data that must be recoverable in the event of a cyberattack, accidental deletion, or system failure. A managed service ensures backups are happening consistently, stored securely, and actually restorable when you need them.

Not necessarily—and this is one of the most common misconceptions we see. Cloud platforms operate on a shared-responsibility model: the provider ensures the infrastructure stays available, but backing up your specific data is your responsibility. Most SaaS applications offer limited native retention windows of 30–90 days, which isn’t sufficient for compliance or long-term recovery. A dedicated managed backup service fills that gap.

Daily backups create one recovery point per day—meaning if something goes wrong at 4pm, you could lose an entire day’s work. Hourly snapshots create a recovery point every hour, dramatically reducing the amount of data at risk at any given moment. For accounting firms processing client data continuously during busy season, the difference between daily and hourly can mean the difference between a minor inconvenience and a major data loss event.

Most compliance frameworks and cyber insurance requirements recommend retaining backup data for a minimum of one to three years. Standard cloud provider retention windows of 30–45 days fall well short of this. Rightworks Managed Backup offers up to three years of retention, ensuring your firm can meet regulatory expectations and respond to historical data requests from clients, auditors, or insurers.

Cyber insurance carriers and regulatory frameworks increasingly require documented evidence of data backup practices—including backup frequency, retention periods, and restore capabilities. Rightworks Managed Backup generates audit-ready reports that demonstrate your firm’s backup posture, making it easier to satisfy insurance applications, renewals, and regulatory reviews without scrambling for documentation.

Explore how digital innovation can increase business risks. Learn whether digital transformation and cybersecurity can peacefully coexist.

In this episode, guest moderator Dr. Kristy Short speaks with Dr. Molly Gallaher Boddy about the critical importance of security and compliance in the accounting profession.

Let us protect your data—so you can focus on your clients.