A cloud-first solution, built for bookkeepers
Finally: one secure place to access all your apps, easily on- and off-board temporary staff, and manage data so you can focus on what matters most—your clients.
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The apps you and your clients trust, in one secure place
Everything you need to run your business smarter, faster, and safer
And we mean everything: from login control and data backups to enterprise-grade security. Make your workflow easier—and boost client trust—with an all-in-one solution that fits seamlessly into your day-to-day.
If your app stack is growing, so are the risks
Small firms still need enterprise-grade security. Unmanaged access looks like:
- Login chaos: Clients’ QuickBooks Online, payroll, or bank logins are being emailed, texted, or shared across teams
- Offboarding hassle: Temporary workers still have access long after their engagement with your firm and clients ends
- Manual processes: You have to keep track of multiple passwords and apps, and don’t know who accessed what or when
- Security stress: You need more protection but don’t have the IT resources
Solutions designed for small firms who live in the cloud
Because we know client trust is your most valuable asset.
- Secure single sign-on with no access to credentials eliminates risky logins across QuickBooks Online, payroll, and your banking apps, ensuring you never touch sensitive info
- Efficient sign on from one portal to all the apps you already use, from Gusto to Canopy
- One-click offboarding removes access for contractors or temporary staff instantly
- Antivirus, patching, and device monitoring protect every device—even personal ones
Peace of mind, priced right
Here’s what you’ll notice when you switch:
- No more password chaos. Know who accessed what (and when) with reports and login tracking
- Managed security services that protect email, Microsoft 365 apps, and devices
- Full Microsoft licensing and provisioning that guards your Exchange email, run your Microsoft 365 apps securely and get a Microsoft Office E3 license, all from one trusted partner
- AI-powered tools help you draft client emails and summarize data
- Security awareness training for your team, plus 24/7 support
- A real partner who gets how bookkeepers actually work (and builds the tools they need)
Resources for bookkeepers
Put your cybersecurity knowledge to the test with this interactive assessment designed to strengthen your firm’s security posture.
This quick cloud security checklist helps you assess your safeguards across identity control, device protection, human awareness, and compliance.
Learn why traditional, manual bookkeeping processes are out and cloud bookkeeping is the only way forward for bookkeepers everywhere.
FAQs
Great question! Our cloud-first bookkeeping solution is built for exactly how bookkeepers work. With it, you get:
- Secure single sign-on: Centralized access to Canopy, TaxDome, Gusto, and all your other cloud apps
- No password assignment: Staff can access client portals without seeing sensitive info
- Login tracking & audit logs: Monitor access across apps with real-time reporting and failed login attempts
- One-click offboarding: Instantly revoke access for seasonal staff and contractors
- Managed endpoint security and monitoring: Antivirus, EDR, patching, and device monitoring
- Security awareness training: We’ll help teach your staff how to stay alert to phishing attempts and social engineering threats
- AI Chat: Draft client emails, summarize tax data, and query QL securely
- Customer support: 24/7 helpdesk trained specifically in tax workflows and urgency
Nope. If you still rely on desktop apps, we’ll meet you where you are. You can modernize at your own pace while keeping client data protected.
Not at all. You can keep using QuickBooks® Online, Gusto, Canopy, and all your other tools—just with one secure login and simplified workflows across them all.
You can always add that on to your package. You’ll get managed firewall, wireless access points, printer and scanner support, and password policy enforcement for office environments.
Even cloud apps need security. Rightworks adds credential masking, access control, and login tracking across all your apps—so you can see who’s logging in, when, and from where.
Credential masking hides sensitive logins, audit logs track every access, and one-click offboarding removes access instantly. You stay compliant and in control, without IT stress.
That’s okay! You’ll have 24/7 support from people trained to understand how bookkeepers actually help.
Our AI tools are very user-friendly and are built right into your secure workspace, so you can draft client emails or summarize client data, securely.
Yes! You can bundle QuickBooks® Online with your Rightworks plan for simplified billing, setup, and support. Bonus: We offer QuickBooks® Online at or below Intuit MSRP.
You can easily host your QuickBooks Desktop in the cloud with our QuickBooks Cloud Hosting solution to keep your team connected and your data secure.
You balance the books. We’ll handle the IT.
Ready to streamline your business and safeguard your client’s data?