Rightworks Resource Library

Accounting firms are required to have a WISP. In this webinar, learn why it's essential to your firm’s security and compliance to partner with an expert to get it right.

Want to see how thousands of accounting firms are improving their organization, efficiency and client collaboration?

How did tax season go this year, and what can you do to optimize your production processes during the extension season? Join Roman Kepczyk as he delivers the results of the 2024 Tax Season Debrief Survey and walks you through steps for maximizing your 2024 tax season debrief meeting, including how you can tune up your tax production processes in the months ahead.

Not sure how to use AI safely? This eBook walks accounting firms through the risks, the right tools, and a ready-to-use AI policy template.

A recent groundbreaking survey of nearly 500 accounting, tax and bookkeeping firms revealed that a firm’s level of technology adoption, or its “technology maturity,” plays a crucial role in its profitability. The 2024 Accounting Firm Technology Survey found that the most technologically advanced firms generated, on average, 39% more revenue per employee than less advanced firms, regardless of firm size.

A written information security plan isn’t optional—if you prepare taxes, you’re required to have one. Learn what you need to know about creating your WISP.

Artificial intelligence (AI) and ChatGPT dominated business and technology headlines over the past year, and their impact will be even more profound in 2024. This webinar will provide an overview of AI for accounting firms. It will cover how your firm can get on board safely, including addressing specific cautions to keep your users safe (and keep your firm out of the headlines).

Discover how Smart Team Management can foster an accounting firm culture that attracts, nurtures and retains top talent.