Rightworks Resource Library

Your source for up‑to‑date insights on cloud technology, security best practices, improvement strategies, and more.

Latest Resources

Clear Filters
eBook Security & Compliance

How to Create Your Firm’s Written Information Security Plan (WISP)

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.

Podcast Data & Trends

The Modern Firm® Maturity Continuum: A deeper dive into levels and where you rank

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell dig into the five levels of maturity on the path toward becoming a modern accounting firm.
Podcast Data & Trends

The Modern Firm® Maturity Continuum: Where do you rank?

In this episode of The Modern Firm podcast, Darren welcomes Joel Hughes, Chief Executive Officer of Rightworks. Darren and Joel review some of the results of the 2024 Rightworks Accounting Firm Technology Survey of 500 small, medium and large-sized firms.
Podcast Cloud & Hosting

Why the intelligent cloud?

You asked; we're answering: Top questions on "Why the intelligent cloud?" In this episode of The Modern Firm podcast, Darren and John reflect on the surprising results of a new Rightworks survey that answers that question (hint: most firms don’t) and more.
Podcast Automation & AI

AI now: It’s not just the future

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell welcome TJ Lewis, Innovation Strategist for Rightworks and one of the creators of Spark—Rightworks’ new AI tool built for accountants. Darren, John and TJ discuss the advantages of using a separate, more secure AI like Spark, why you should identify an AI champion for the firm and why it’s so important not to wait for the future, but to embrace AI now
Webinar

Smart Team Management: 3 habits you can begin now to create a more efficient team and a healthier firm culture

Podcast Cloud & Hosting

The intelligent cloud and The Modern Firm®

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell explore the intelligent cloud platform. Why is the “intelligent” cloud better than the “regular” cloud everyone’s raved about for so long? Can it really help change—for the better—the way you organize and operate your firm? Join Darren and John for the answers to these questions and more in this don’t-miss installment.
Webinar Data & Trends

AI Adoption For Accounting Firms

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).
Podcast Automation & AI

The promise of AI: Freeing up staff to holistically serve clients

In this episode of The Modern Firm® podcast, Darren Root and John Mitchell discuss how artificial intelligence (AI) plays an important role in your firm, allowing your staff to focus their time on what matters most—serving your clients holistically.