Security and compliance solutions

Simple, effective and required security starts here

Security and compliance are complicated. Rightworks makes it easy. Get everything you need to protect your firm or business—from the written security plans required by the IRS to advanced threat-blocking tools—all in one place.

Rightworks Total Security

Extend the protection of our cloud to everywhere you work with one comprehensive solution.

  • 24/7/365 device monitoring and intrusion detection.
  • Virtual private network (VPN) and password manager.
  • Ongoing employee training.
  • Targeted phishing simulations.

Easily fill the gaps in your cybersecurity strategy with Total Security today.

Rightworks Total Security

Rightworks Written Information Security Plan (WISP)

Tax preparers are required to have a WISP to protect personally identifiable information (PII). But with multiple components involved, this can be overwhelming. That’s where we come in.

With Rightworks, you can easily comply with the IRS and Security Summit WISP requirement using our white glove, fully managed process. (We’ll even help you find the right solutions to bridge any identified risks once your WISP is in place!

Rightworks Written Information Security Plan (WISP)

The plan your business needs

Did you know that the Cybersecurity and Infrastructure Security Agency (CISA) recommends that small businesses have an incident response plan? It’s best practice to document your plan for protecting customer data. If trying to figure out how your business will prepare and respond to security threats seems daunting, you can trust Rightworks to guide you through the process.

Not only will we provide you with a comprehensive WISP that includes an incident response plan, but we’ll also help you identify (and fill) any gaps in your security strategy, so your information stays safe.

The plan your business needs

Rightworks Managed Microsoft 365

Your Microsoft 365 application and email data is core to your business. Don’t risk a security event.

With Managed Microsoft 365, you get:

  • A fully managed Exchange monitoring service to block advanced email threats.1
  • Microsoft 365 account takeover protection of your data.1
  • Dedicated, granular backup for Exchange Online, SharePoint, Teams and OneDrive for Business.
  • Microsoft 365 data protection across devices.

1Available for Rightworks E3 and Business Basic customers.

Rightworks Managed Microsoft 365

Rewind Backups for QuickBooks® Online

Protect the core of your firm—your data—with automatic backups of your QuickBooks Online files.

  • Ensure compliance with essential security standards and protect client data with
    Rewind.
  • Take charge of your data within the Shared Responsibility Model.
  • Enjoy peace of mind with Rewind’s comprehensive backup solution, covering your entire file and safeguarding over 25 individual transactions and list types.
Rewind Backups for QuickBooks® Online

Beneficial Ownership Information Filing Service

New in 2024, the Corporate Transparency Act requires businesses to file a Beneficial Ownership Information (“BOI”) report with FinCen by January 1, 2025. Rightworks has partnered with Wolters Kluwer’s BizFilings service to help you complete the BOI filing quickly, accurately, and on-time, including:

  • Step-by-step guidance to filling out your report
  • Time-saving mobile-friendly features such as ID upload, collaboration with other beneficial owners, and no need for data rekeying for future filings
  • 30-day window to submit any corrections for free
  • Live support on-hand for any questions along the way
Beneficial Ownership Information Filing Service

Rightworks OneSpace

Enterprise-grade protection delivered within our intelligent cloud, including:

  • Cloud technology delivering 99.999% uptime.
  • Secure backups retained in a protected offsite facility.
  • Rewind Backups for QuickBooks Online. 1
  • Continuous intrusion monitoring, multi-layered firewalls​ and multiple levels of malware detection.
  • Multifactor authentication.
  • Proactive support from the industry’s best team of engineers, security experts and network administrators.

    1 Available for QuickBooks Online users only.
Rightworks OneSpace

Encountered. Mitigated. Secured.

Our IT security experts work 24/7/365 to keep our customers’ data secure. Here are the facts about the threats we’ve faced and foiled in the last 30 days alone.

1.6 million

Cyberthreats blocked

Our advanced threat protection blocks 50,000+ intrusion events every day, intercepting network threats before they can interrupt your operations.

Rightworks monitors our customers’ devices 24/7/365, detecting and blocking 1,000+ malware attacks every day.

Our IT security experts issue hundreds of patches every day to protect customers’ computers and tablets from having their data exposed to attacks.

Get a complete, layered security approach

Join thousands of accounting firms and small businesses who trust Rightworks every day.