Real-World Case Studies and Customer Success Stories with Rightworks

Rightworks Academy helped Zsebe and Associates transform their client experience and firm productivity. Coaching guided the firm to be more... selective with clients and to offer efficient, profitable services. The firm shifted from one-off engagements to building strong revenue streams. Regular coaching calls kept the team focused and motivated. The managing partner values the ongoing support and accountability from Rightworks Academy.
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Rightworks helped Truitt, Tingle, Paramore & Argent CPAs grow their firm by over 50%. The firm used Rightworks’ Marketing Solutions... to improve their marketing strategy and reach more clients. They started targeting specific niches and increased their community profile. Digital marketing campaigns and community messaging raised their visibility. The firm now gets more referrals and is seen as a top CPA firm in their area.
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Rightworks Academy helped TKCPA transform into a modern accounting firm. Kristal Hassler used one-on-one coaching, weekly staff training, and structured... process documents to improve operations. The firm built a streamlined technology infrastructure and a strong team. Rightworks provided dedicated marketing and branding guidance. TKCPA now runs efficiently, giving Kristal more personal time and a balanced life.
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The Office Squad, a Las Vegas-based company, managed bookkeeping and back-office tasks for small businesses. After 15 years of running... their own server, they faced ongoing technology problems. They chose Rightworks to solve these IT headaches. The switch aimed to reduce tech issues and improve daily operations. This move let them focus more on serving clients and less on managing technology.
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Stroud & Company CPAs used Rightworks Academy coaching to launch their Audit Assurance and Identity Theft Protection service. In the first... year, they focused on staff training and clear client communication. They used branded marketing materials and custom information sheets to explain the service and its value. The firm signed up about 300 clients in the first year. In the second year, they onboarded over 1,200 new accounts, achieving 300% growth in audit assurance services.
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Rightworks helped Siegel Solutions, an 11-person accounting firm, move their QuickBooks services to the cloud. Before, staff had to travel... to client offices, limiting growth and efficiency. With Rightworks, the team can access client files from anywhere, respond faster, and work in real time. Security improved with daily backups and 24/7 support. Siegel Solutions grew 20% year-over-year for five years after adopting Rightworks.
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RLJ Financial Services struggled with slow, manual file management. They needed a solution that worked with Lacerte and QuickBooks Online,... and could run in the cloud. Rightworks and SmartVault Accounting Pro let RLJ batch e-file returns and store tax data with one customer list. This integration saved the team significant time. RLJ now enjoys secure, easy access to client files in the cloud.
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Rightworks helped PDR CPAs & Advisors solve major IT downtime and access issues. The firm switched to Rightworks' cloud-based IT... solution, which is built for accounting firms. Onboarding was smooth, even with staff traveling. Productivity increased and IT issues dropped. The firm finished onboarding three months early. Data security improved with Tier 4 data centers. The solution helped PDR through a tough tax season.
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Transaction Pro helped Kim Mallard, CPA migrate data from QuickBooks Online Simple Start to QuickBooks Online Accountant in just four hours. Before, moving data... for one client took that long. The migration enabled automated billing and eliminated manual work. Mallard now saves hours each month and invoices clients faster. Transaction Pro support made the process easy and stress-free.
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Harsch Business Services faced repeated client security breaches, including a major attack that cost one client over $100,000. To address these... risks, Harsch adopted Rightworks Smart Security Management, including Secure Workstation and Security Awareness Training. The solution improved data protection, increased security awareness, and provided 24/7 support. Harsch now feels confident in her firm’s security and actively recommends Rightworks to her clients.
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Rightworks helped Hannis T. Bourgeois, a Baton Rouge accounting firm with 140 employees, boost security by implementing multifactor authentication. The... firm switched from a previous cloud provider due to poor support and high fees. Rightworks delivered a cloud hosting solution with strong security and better customer service. Employees and clients quickly adopted new security measures. The firm now enjoys faster, more reliable service and greater peace of mind.
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Rightworks MS3 helped Forbes & Company, a top 25 accounting firm, boost their marketing. The firm gained $3,800 a month... in new business from targeted email campaigns. Their Google profile now has 43 five-star reviews. Internal referrals have doubled since using MS3. Staff feel less pressure and enjoy more engaging social media.
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Rightworks Cloud Premier helped DeNet Kenefick & Associates, P. A., a Minneapolis accounting firm, move from an in-house server to...a managed cloud IT environment. The firm faced issues with server reliability and support finger-pointing. Rightworks managed a fast, seamless transition before tax season. When COVID-19 hit, the firm set up remote work in just 24 hours. Staff now work from home with reliable support and strong communication from Rightworks.
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DeLeon & Stang used Rightworks Cloud Premier to move 30–35 employees to remote work during the pandemic. The firm faced... few technical challenges because they were already using cloud solutions. Employees stayed connected with tools like Microsoft Teams and Zoom. Clients adapted to digital document sharing using secure portals and TaxCaddy. The transition was smooth, with positive feedback from both staff and clients.
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Rightworks helped Alpha Accounting solve major hosting outages and poor support from previous providers. The team set up over 100... users quickly, ensuring seamless access to QuickBooks and other applications. Alpha Accounting now enjoys one login for all users, easier app management, and reliable technical support. Workflows improved, and clients get better access to their data. Rightworks delivers strong customer service and peace of mind for Alpha Accounting.
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Acru Solutions, a Denver-based accounting firm, struggled with managing its own QuickBooks hosting. Staff spent too much time on IT... issues instead of client work. The firm switched to Rightworks for QuickBooks hosting. This move freed employees from IT headaches. Acru Solutions now benefits from a smoother workflow and more time for core tasks.
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Rightworks helped Paxus Group CPA secure its operations as it grew its hybrid workforce. The firm needed better ways to... manage client access for employees, contractors, and international staff. Rightworks provided a secure foundation that supports a client-first culture. This solution also helps Paxus Group CPA plan for long-term growth. Security and efficiency improved for the whole team.
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Novinger, Ball & Zivi wanted to improve security and reduce the burden of managing IT internally. The accounting firm partnered... with Rightworks to address these needs. With Rightworks, they gained ongoing protection instead of a one-time solution. This partnership helped the firm become more secure and lowered their internal workload. The story highlights the value of managed security for accounting firms.
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Rightworks helped CPA Professionals, Inc. move from local servers to a secure cloud platform. The firm faced downtime and security... issues with on-premises systems. Rightworks Hosting enabled remote access, improved collaboration, and reduced IT overhead. The team now enjoys better security, reliable uptime, and more time for clients. The transition was smooth and gave the firm confidence to grow.
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Rightworks Cloud Premier helped Annapolis Accounting Services move all accounting apps and data to the cloud. The firm gained secure,... always-on access and no longer worries about server maintenance or software updates. Rightworks managed the migration with no downtime. Staff can now work remotely and focus on clients, not IT. Security and peace of mind improved for the whole team.
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Rightworks helped Rudler PSC, an accounting firm, move from aging on-prem servers to a secure cloud platform. The switch enabled... seamless remote work during COVID with no downtime or loss of efficiency. Rightworks now manages backups, updates, and security, reducing IT burdens for Rudler PSC. Staff can work securely from anywhere, and the firm enjoys reliable data protection and peace of mind. The cloud solution supports business continuity and future growth.
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Rightworks Cloud Premier helped CRS CPAs, a Tennessee accounting firm with over 40 staff, move from slow on-premises systems to a secure cloud platform. The firm needed... better security, remote access, and easier collaboration. Rightworks delivered seamless migration, centralized access to accounting software, and enterprise-grade security. Staff now work efficiently from anywhere, with improved workflows and strong data protection. CRS CPAs can focus on clients and grow with confidence.
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Rightworks Cloud Premier helped Archer Lewis, a large accounting firm with 45 offices and 500 employees, onboard new acquisitions in a single day. The firm aimed... to grow from $80M to $300M by acquiring dozens of accounting firms. Rightworks unified their data, improved security, and enabled consistent operations across all locations. This platform removed technology barriers, letting the team focus on rapid, scalable growth. Archer Lewis now has a secure, scalable foundation for future acquisitions.
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Rightworks Cloud Premier helped Sorren grow from 85 to over 1,200 employees across 20+ offices. Sorren unified their accounting firm... by replacing fragmented systems with a single, secure cloud platform. Employees now use the same tools and processes worldwide, improving efficiency and communication. The solution enabled seamless multi-office operations and global connectivity. Sorren credits Rightworks as essential infrastructure for their continued growth.
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Rightworks gives Simon Lever a secure, consistent cloud platform for remote and office work. Employees use a single login to... access all firm systems from any location. This seamless experience lets staff focus on their work, not technology issues. Rightworks also acts as a trusted partner, helping solve problems and supporting the firm's growth. The solution pairs strong security with easy access, building confidence for the future.
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Rightworks Protect helped Modern CPAs centralize access management for a hybrid, distributed team. The firm used multi-factor authentication and passwordless... access to simplify daily workflows and strengthen security. This solution gave leadership confidence to grow the business without added risk. Team members now enjoy a consistent, secure login experience across locations. Rightworks Protect supports secure, scalable operations for accounting firms.
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Rightworks gives Simon Lever a secure, consistent cloud platform for remote and office work. Employees use a single login to... access all firm systems from any location. This seamless experience lets staff focus on their work, not technology issues. Simon Lever values Rightworks as a partner who advocates for them and supports growth. The firm trusts Rightworks to help solve problems and plan for the future.
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Rightworks Protect helped Modern CPAs centralize access management for a hybrid team across multiple locations. The firm used multi-factor authentication... and passwordless access to simplify daily workflows and strengthen security. This solution gave leadership confidence to grow the business without added risk. Team members now enjoy a consistent, secure login experience, no matter where they work.
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Rightworks helped CPA Professionals, Inc. move from local servers to a secure cloud platform. The firm gained remote access, better... security, and less IT overhead. Rightworks managed all setup and migration, making the transition smooth. The team now spends more time on client work and less on troubleshooting technology. Reliable uptime and daily backups give peace of mind during busy seasons. The cloud solution supports growth and keeps client data safe.
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Rightworks helped CRS CPAs improve operational efficiency. The firm used Rightworks cloud solutions to consolidate apps, data security, and IT... support. This allowed secure, remote access to accounting apps like QuickBooks. CRS CPAs streamlined workflows and protected client data. The solution supported the firm's growth and modernized their operations.
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Rightworks helped Annapolis Accounting Services simplify their IT. The firm used Rightworks Cloud Premier to consolidate apps, data security, and... IT support. This all-in-one platform made their workflow easier. Annapolis Accounting Services now works smarter and safer in the cloud. The solution supports secure, remote access to accounting apps like QuickBooks. The firm benefits from improved efficiency and security.
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Rightworks Cloud Premier helped Sorren unify their accounting firms. Sorren used the platform to consolidate apps, data security, and IT... support. The solution provided secure, remote access to accounting apps like QuickBooks. Sorren improved efficiency and security for their accounting operations. The platform offered all-in-one cloud hosting and management for accounting firms.
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Rightworks Cloud Premier helped Archer Lewis build a strong base for scalable acquisitions. The firm used the platform to consolidate... apps, improve data security, and streamline IT support. This all-in-one solution made it easier for Archer Lewis to manage growth. The platform supports secure remote access and simplifies accounting workflows. Archer Lewis now works smarter and is ready for future expansion.
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Rightworks Cloud Premier helped DMLO CPAs improve productivity and security. The firm used the platform to consolidate apps, data security,... and IT support. Rightworks provided secure, remote access to accounting apps like QuickBooks. DMLO CPAs benefited from enhanced cybersecurity and simplified IT management. The solution supported their need for reliable cloud hosting and compliance.
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Rightworks helped Elliott Davis with their accounting and tax platform. Elliott Davis used Rightworks Cloud Premier to consolidate apps, data... security, and IT support. The solution provided secure, remote access to accounting apps like QuickBooks. This improved efficiency and security for the firm. Elliott Davis benefited from a fully managed, all-in-one platform for their accounting needs.
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Rightworks Cloud Premier helped Rudler PSC move from on-premises servers to a secure cloud platform. The firm wanted better data... security and remote access for their accounting team. Rightworks provided managed IT support and secure cloud hosting. Rudler PSC now enjoys improved security and easier access to accounting apps. The solution supports their growth and keeps client data safe.
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Firm Premier from Rightworks helped FKCo, a 10-person accounting firm, improve IT performance and support after their managed IT partner changed. FKCo serves clients... in the music industry and needed specialized support for their accounting software. Rightworks provided expertise in accounting and CPA software. FKCo saw better support and performance with Firm Premier. The firm values Rightworks' understanding of their unique software needs.
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Rightworks Cloud Premier helped RJK, LLC secure and streamline their accounting operations. The firm used the platform to consolidate apps,... improve data security, and access IT support. This all-in-one cloud solution enabled remote access to QuickBooks and other accounting tools. RJK, LLC benefited from enhanced productivity and better workflow management. The platform supported their growth and protected sensitive client data.
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Rightworks helped P and P Tax Services, LLC host their Drake software and improve security. Kevin Scott, the founder, needed... a secure and reliable platform for his new accounting firm. Rightworks provided cloud hosting and security services. Their quick response to a security issue impressed Scott. He felt the monthly security investment was worth it.
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Rightworks Cloud Premier helped Simon Lever Business Advisors & CPAs move from an on-premises IT system to a scalable cloud platform. The firm needed... a solution that could support growth and reduce IT complexity. With Rightworks, the team gained secure, remote access to their accounting apps. Staff can now work anytime and anywhere, improving service for clients. The new system supports the firm's expansion plans and boosts efficiency.
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Rightworks QuickBooks Desktop Cloud helped Rea & Associates improve operations for their 300-person team. The firm wanted to better manage... a diverse client base and reduce manual work. Rightworks removed the heavy load of data entry, application updates, and file backups. This led to little to no downtime. The solution accelerated growth for both Rea & Associates and their clients.
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Transaction Pro helps Kemper CPA Group import data into QuickBooks. The firm uses Rightworks Transaction Pro to manage data transfers.... This makes their accounting work easier. The solution supports their workflow. The video shares their experience with the product.
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