Safeguard your clients’ most sensitive financial data
Cyberthreats keep evolving, and data privacy standards keep tightening. Rightworks protects sensitive client data with accounting data security built on encryption, multifactor authentication, automated backups, and compliance readiness, with no extra work for your team.
99.99%
uptime, guaranteed
300+
app integrations
3 years
of secure backups
24/7
firm-focused support
The Problem
Rising data privacy standards make protecting client accounting data harder than ever
Accounting and tax practices manage confidential financial records, Social Security numbers, and banking details that face unprecedented exposure from cyberthreats and regulatory scrutiny.
Overburdened internal IT
Managing firewalls, patching, & compliance pull staff off of client work.
Ransomware and data theft
Credential harvesting schemes target firms extracting valuable client financial assets.
IRS Pub. 4557 and WISP gaps
Non-compliant firms risk severe regulatory fines and PTIN revocation.
Fragmented security tools
Separate antivirus, backup, and VPN solutions create costly blind spots.
The Rightworks Difference
Security that protects client data at every point of access
Set up zero-trust access with encryption and multifactor authentication
Lock down access with 256-bit encryption, multifactor authentication (MFA), and zero-trust credential masking, so only authorized staff reach client ledgers.
Embed continuous compliance readiness and WISP governance
Stay audit-ready with built-in policies, annual risk assessments, and documentation aligned to IRS Pub. 4557 and FTC standards.
Rely on automated offsite backups & instant disaster recovery
Safeguard client ledgers and tax records with automated hourly data snapshots, multi-year data backups, and rapid disaster recovery to ensure total business continuity.
Defend your firm with managed threat detection & rapid incident response
Catch intrusions and malicious activity before they spread, with 24/7 monitoring from a dedicated security operations center (SOC).
Features & Benefits
Accounting data security solutions tailored for every firm
Small accounting and tax practices (1–19 employees)
Get enterprise-level data defense for lean practices, no internal IT department required.
- 24/7 access to experienced accounting IT security professionals
- Complete endpoint security and data encryption to safeguard client files
- No server upkeep, hardware updates, or IT overhead
- Predictable monthly cost for all-in-one managed security
Growing and multi-location firms (20–50 employees)
Keep data privacy and central control consistent as your team and client roster grow.
- Scalable cloud security that expands across branch offices
- Expert guidance on IRS compliance, cyber insurance, and policy
- Microsoft 365 oversight, email threat filtering, and cloud backups
- Zero-trust remote access controls for distributed and hybrid staff
Audit-ready and compliance-conscious practices
Achieve total visibility and firm-grade governance over sensitive client financial assets.
- Annual risk assessments and automated vulnerability scanning
- Ongoing phishing simulations and security awareness training
- Role-based access control (RBAC) and audit-trail logging
- Compliance roadmaps built for IRS, FTC, and client scrutiny
Large and private equity (PE)-backed firms (50+ employees)
Standardize QuickBooks and simplify M&A software consolidation across every entity.
- Consolidate legacy on-premise systems into an enterprise-grade cloud environment
- Scale QuickBooks Enterprise deployments across dozens of regional branch locations
- Connect your broader app ecosystem with the specialized tax, audit, document management, and ERP applications you already use
Accounting Data Security with Rightworks
Accounting data security: A complete protection suite
Complete SaaS access controls
Govern app access with zero-trust SSO, masked credentials, and one-click offboarding.
Managed endpoint security
Protect firm devices with 24/7 monitoring, next-gen antivirus, and rapid threat isolation.
Automated backups & recovery
Guard against ransomware and data loss with hourly snapshots & multi-year data backups.
Complete managed defense
Device defense, secure VPN, 24/7 monitoring, and training—an all in one managed solution.
WISP creation for IRS compliance
Get an audit-ready Written Information Security Plan (WISP) for IRS Pub 4557.
Compatible with 3,000+ Apps
Protect client data across all the apps you use every day
