Rightworks Resource Library

Explore what it means to be a modern accounting firm with The Modern Firm® podcast. Host TJ Lewis shares insights on innovation, adaptability, and firm evolution.

Join Rightworks and BILL for a webinar on cloud-based financial management. We’ll share tools and tips for safeguarding data, automating tasks and modernizing your business operations for 2025 and beyond. 

From staffing shortages and regulatory changes to rising client expectations and the transformative power of AI, how can anyone keep up? Learn how to secure your firm’s future by reassessing your strategic initiatives and selecting a technology partner to enhance your operations.

Join Molly Gallaher Boddy and Zack Ajaj for a three-part webinar series to learn how to solve your biggest cloud app security challenges in 2025. Over the course of this three-part series, you’ll discover how to protect your growing CaaS and bookkeeping practices. 

Join Molly Gallaher Boddy and Zack Ajaj for a three-part webinar series to learn how to solve your biggest cloud app security challenges in 2025. Over the course of this three-part series, you’ll discover how to protect your growing CaaS and bookkeeping practices. 

Join Molly Gallaher Boddy and Zack Ajaj for a three-part webinar series to learn how to solve your biggest cloud app security challenges in 2025. Over the course of this three-part series, you’ll discover how to protect your growing CaaS and bookkeeping practices. 

Join Kevin Roosa, Senior Director of Sales at Rightworks, and Aaron Dick, Senior Account Manager at SmartVault, to learn how a cloud-based document management system simplifies those dreaded tax season processes.  

Join Molly Gallaher Boddy for a look at how accounting firms can create resilient security frameworks in 2025. She’ll reveal why IRS and FTC compliance is the cornerstone to firm security and how the right technology can make security management seamless.

The 2025 CPAFMA Digitally Driven Firm Survey results are in, and you don't want to miss these key insights on 2025 IT trends for accountants. Join us as Roman Kepczyk, Director of Firm Technology Strategy at Rightworks, shares these results and the evolving trends in digital operations.  The results will provide you with the valuable, consistent benchmarking that we've all come to rely on from the CPA Firm Management Association (CPAFMA). See what others are doing and where the digital operations trends will take the profession in 2025.