Rightworks Resource Library

Join Kevin Roosa, Senior Director of Sales at Rightworks, and Aaron Dick, Senior Account Manager at SmartVault, to learn how a cloud-based document management system simplifies those dreaded tax season processes.  

Join Molly Gallaher Boddy for a look at how accounting firms can create resilient security frameworks in 2025. She’ll reveal why IRS and FTC compliance is the cornerstone to firm security and how the right technology can make security management seamless.

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.  

Don't let critical knowledge walk out your door. Learn how AI can help your firm document, preserve, and leverage its institutional expertise for greater success.

Get expert predictions on accounting trends and AI transformation in 2025 from accounting profession thought leaders John Mitchell and Darren Root.

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

AI is making technology more personal, from watches to workspaces. Discover the tech investments that matter and how to stay ahead of the innovation curve!

Discover why accounting firms are prime targets for cybersecurity threats and learn practical strategies to protect your business.

Discover key strategies for succession planning in accounting firms. Learn how to maximize firm value and explore options from internal succession to private equity deals.