Rightworks Resource Library

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.  

Learn how to secure your clients' data and your practice's reputation with this comprehensive cybersecurity guide.

Join Rightworks Director of Firm Technology, Roman Kepczyk, as he explores the latest threats and attack methods impacting firms today, including those that use artificial intelligence. 

Download the essential guide to technology integration success.

Join Molly Gallaher Boddy and Gaynor Meilke as they address the critical issue of IRS security compliance for accounting firms. They’ll cover three key areas: safeguarding personally identifiable information (PII), developing a comprehensive Written Information Security Plan (WISP) and partnering with external experts for compliance management. Attendees will learn practical strategies for protecting sensitive data, gain insights into creating and maintaining an effective WISP, and discover the benefits of partnering with security and compliance specialists. This webinar is designed to equip accounting firms with the knowledge and tools needed to meet IRS security requirements efficiently, even if they lack in-house expertise or face time constraints.

In this webinar, we'll answer all your cloud questions, from the basic to the complicated. Darren Root, Growth Strategist, Rightworks joins Director of Product Marketing, Molly Gallaher Boddy to discuss how to plan for a move to the cloud in clear steps, plus what security, cost, and efficiency considerations you should keep in mind. Plus, we'll look at what it means to curate an ideal tech stack in the cloud, with examples of how Rightworks customers have succeeded with cloud technology.

Overwhelmed by WISP requirements? Download our infographic to discover essential steps and see how partnering with an expert simplifies the process.

Join Roman Kepczyk as he addresses the critical role of IT in accounting firm mergers and acquisitions, offering insights to help firms navigate M&A processes successfully. He’ll cover essential IT considerations, including how to avoid incompatibilities, assess potential acquisitions and implement best practices based on real-world examples. Attendees will gain practical knowledge on conducting thorough IT assessments, understanding current M&A trends in the accounting profession, and preparing their firms for successful M&A activities.

Join Molly Gallaher Boddy as she shows you how firms like yours have successfully faced their biggest staffing challenges using technology. We’ll explore how technology plays a role in establishing a positive firm culture that supports employee retention.