Rightworks for Bookkeepers
Spend your time on
clients. Not tech. It’s
all right here.
We keep your firm’s data safe, your apps connected, and your
team set up to work—without the IT overhead.
Let us help you work easier and safer.
The apps you and your clients trust, in one secure place
The biggest challenges bookkeepers face
Client time is spent managing tech
Jumping between apps, chasing down info, and managing staff app access eats up hours you can’t bill for.
Security gaps are hurting client trust
Shared passwords or lingering access leave client data exposed—and that can impact your firm’s reputation.
No audit trail means no easy answers
Without a clear record of who accessed what and when, you struggle to answer client and compliance questions.
How We Help
Take back control of your time, security, and workflows
What if managing your tech took minutes, not hours? Rightworks brings all your apps—as well as your security—together in one powerful platform. So you can run a more efficient firm without changing how you work.
When your technology runs itself, you get your time back. We help you automate the routine work—access management, security updates, Microsoft 365 provisioning—so you’re not burning hours on maintenance. Less time on tech means more time for client work, advisory services, and growing your firm.
You shouldn’t have to be a security expert to protect your clients’ data. Rightworks handles it for you—monitoring your apps and devices, keeping everything up to date, and making sure only the right people have access to the right things. So you always trust your firm is covered, without having to think about it.
Rightworks is built for cloud-first bookkeeping workflows. QuickBooks® Online, Gusto, Dext, Canopy, Xero—it’s all in one secure workspace you access from anywhere. One place to see everything. One click to remove access instantly. One expert partner with 20+ years of building for accountants and bookkeepers.
What You Get
An easier, safer, more efficient
platform built for bookkeepers
Be able to see exactly who access what, when, and from where in minutes.
Safely log in across QuickBooks, payroll, and client apps without sharing passwords.
Instantly remove a contractor’s access across every app when they leave.
Automatically enforced access policies and reporting that align with federal requirements.
Antivirus, patching, and continuous monitoring protect covered devices, end-to-end.
Ongoing courses and phishing simulations that provide you with real-world training.
We handle your licensing and equip you with the advanced security and support your data needs.
Our built-in AI tool helps you draft emails, summarize data, and work faster across your apps.
Have questions at 12am? Rely on an award-winning team of experts around the clock.
Trending Resources
Tools & Insights for Bookkeepers
From checklists and guides to webinars and deep dives, explore content designed to help you work more efficiently, protect clients, and grow with confidence.
This quick cloud security checklist helps you assess your safeguards across identity control, device protection, human awareness, and compliance.
Learn how clear roles and smart systems can help you design a bookkeeping firm that works for your clients, your team, and your life.
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.
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.
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.
You balance the books. We’ll handle the IT.
Ready to streamline your business and safeguard your client’s data?