Rightworks Cloud Protect
Protect your cloud apps. Control who
gets in.
Take control of who accesses your firm’s apps—and how. Give your team one secure place to access every client and firm app, with no shared credentials, manual offboarding, or compliance headaches.
Get next-level security for the apps you already use
Firms that can’t afford gaps in
their app access control
Bookkeeping & CAS teams
Managing access across dozens of apps, including client bank accounts, is a daily challenge. One secure workspace replaces the chaos of managing shared logins.
Temp, remote, & offshore staff
Grant and revoke access instantly as your team grows and changes. When busy season ends, offboarding is one click—not a manual cleanup across every app.
Compliance-focused practices
Audit-ready visibility shows exactly who accessed what, when, and from where—so you can answer client, insurance, or regulatory questions in minutes.
SaaS Identity Management & Control
From login to offboarding, get secure access managed end-to-end
- One secure login for all firm and client SaaS apps—including QuickBooks Online, Xero, ADP, Canopy, TaxDome, Intuit Tax Online, Dext, Bill.com, Expensify, and more
- Credentials are fully masked—no one ever sees, saves, or shares passwords
- Grant or revoke access instantly by client, app, and role—no guesswork, no errors
- Instantly offboard staff from every app with one click—no lingering access, no manual cleanup
- Be audit-ready clear insight as to who accessed what, when, and from where
The Rightworks Difference
This is what accounting-specific
access control looks like
Generic access tools don’t understand multi-client workflows, outsourced
teams, or accounting compliance. Ours do.
Grow confidently
Protect client trust
Simplify IT
How one firm went from access chaos to confidence
Sandy Nilo runs a hybrid firm with offshore staff across multiple locations. She turned to Rightworks to centralize logins, protect firm data, and keep her team moving efficiently.
SaaS access is one piece of the complete defense
Endpoint Security
Protect every device your firm uses with layered, continuously monitored security.
WISP Compliance
Meet IRS requirements with a Written Information Security Plan built for your firm.
Security Awareness Training
Turn your team from your biggest vulnerability into your strongest defense.
Network Security
Protect your firm’s in-office network from intrusion and lateral movement.
Complete Backup
Get automatic hourly backups, three years of retention, and fast recovery.
Microsoft 365
Managed licensing, advanced email security, granular backup, and 24/7 support.
Trending Resources
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