Choose a technology provider worthy of your firm
Comparing firm technology providers? To protect the vulnerable data at the heart of your business, learn how to tell if a provider has what it takes to be a true partner to your firm.

What to look for: Security, stability and expertise
Accounting firms have unique needs that small-scale, generic technology providers simply can’t meet. Here’s the must-haves for a proven firm technology partner.
Look for a provider that can solve your firm’s complex cybersecurity needs with:
- A proven record protecting against cyberattacks and publicly shared, current metrics of their success.
- A security-first approach with proven product evolution that solves for current threats and keeps up with government regulations.
- A suite of solutions built to protect the way firms work, in the cloud and beyond.
- A robust team of experts to proactively monitor a firm’s entire infrastructure 24/7/365.

Look for a provider that can support your firm for the long haul with:
- Products that easily adapt to the size and goals of firms as they scale.
- Integrations and support for the applications firms already use.
- A decades-long track record that demonstrates stability and growth.
- An evolving list of offerings and strong partnerships with accounting’s biggest players.

Look for a provider with a robust team and proven track record, including:
- Trusted expertise and products built for accounting firms.
- A direct support line with a team that understands firms’ core applications and a customer-success model centered on firm operations.
- Easy-to-find, organic reviews that showcase their product, and the human interaction behind the product.

Don’t settle for sub-par
Learn the risks of low-cost cloud providers
Think a bargain cloud provider is better for your bottom line? Watch Roman Kepczyk, Rightworks Director of Firm Technology Strategy, reveal how reliable, enterprise-class security solutions out-perform low-cost alternatives.
Rightworks does what others can’t
Rightworks
Smaller providers
Key features
Decades of tax & accounting experience
Decades of tax & accounting experience
Decades of tax & accounting experience
Holistic technology experience custom-built for accounting firms
Holistic technology experience custom-built for accounting firms
Holistic technology experience custom-built for accounting firms
Support for most accounting, tax & business applications a firm uses
Support for most accounting, tax & business applications a firm uses
Support for most accounting, tax & business applications a firm uses
Technology that meets 12+ IRS and FTC requirements and safeguards
Technology that meets 12+ IRS and FTC requirements and safeguards
Technology that meets 12+ IRS and FTC requirements and safeguards
Layered security features for protection in and out of the cloud
Layered security features for protection in and out of the cloud
Layered security features for protection in and out of the cloud
Integrations built to securely onboard seasonal team members
Integrations built to securely onboard seasonal team members
Integrations built to securely onboard seasonal team members
Advanced threat protection and constant monitoring
Advanced threat protection and constant monitoring
Advanced threat protection and constant monitoring
Varies
Custom Written Information Security Plan (WISP)
Custom Written Information Security Plan (WISP)
Custom Written Information Security Plan (WISP)
Robust infrastructure around support and advisory services
Robust infrastructure around support and advisory services
Robust infrastructure around support and advisory services
Trusted by most of the largest accounting firms in the US
Trusted by most of the largest accounting firms in the US
Trusted by most of the largest accounting firms in the US
Best-in-class 90-day data-backup features
Best-in-class 90-day data-backup features
Best-in-class 90-day data-backup features
Preferred partners to Drake, Intuit, Thomson Reuters®, Wolters Kluwer
Preferred partners to Drake, Intuit, Thomson Reuters®, Wolters Kluwer
Preferred partners to Drake, Intuit, Thomson Reuters®, Wolters Kluwer
Trusted solutions built for today’s firms
Managing your firm’s technology shouldn’t be painful. Rightworks’ secure cloud offers firms the infrastructure to enhance the way they work and seamlessly protect, manage and scale their operations.
Keep your data secure no matter where your team works. Our managed security solution expands cloud protection to devices, network and employees, and implements 12+ IRS and FTC recommended security safeguards.
Your firm’s security starts with an expertly crafted WISP. Rightworks’ security experts provide custom Written Information Security Plan (WISP) creation that ensures compliance with the IRS and FTC Safeguards Rule while advising firms of existing security gaps.
Choose a trusted partner