Rightworks • 21st May 2026

30+ Best AI Tools & Resources of 2026

With so many new AI tools on the market, it’s tough to figure out exactly which ones are worth the hype. In this post, we’ve done the hard work for you. Click below to jump to the top AI tools in accounting, tax, marketing, sales, and more.
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Follow these influencers for the latest developments in AI technology, its use cases across various industries, and how it’s reshaping business for the better.
Have someone to add to the list? Message us on LinkedIn.

Whether you’re brand ne...

Rightworks • 7th May 2026

The 5 Best Time-Tracking Apps for QuickBooks®

What is time tracking? Why does it matter? And which time-tracking apps work best with QuickBooks?
Those are fair questions, especially for accounting firms and small businesses trying to manage client projects, control costs, and keep payroll accurate. This post walks through why time-tracking tools are worth adding to your tech stack, and highlights five apps worth your attention.
Key Takeaways
Time is a billable resource. For accounting professionals, every hour logged on a client project has...

Rightworks • 14th April 2026

WISP 101: Goals, Components, & Best Practices

If you’re a tax preparer, accountant, or financial services provider, you’ve likely heard the term “WISP” mentioned in relation to your professional obligations. But what exactly is a WISP, why do you need one, and what should it include?
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A WISP (Written Information Security Plan) is a comprehensive document that outlines how your business identifies, assesses, and manages cybersecurity risks to protect sensitive client information. It’s not just paperwork—it’s a strategic road...

Rightworks • 8th April 2026

Top Cybersecurity Threats & Predictions for Accountants (2026)

Accounting firms are prime targets for cybercriminals for obvious reasons: you maintain a treasure trove of sensitive financial information, personal data, and valuable client records. As guardians of sensitive information, it’s on you and your team to create a culture of security awareness and implement robust protection measures.
In this post, discover the most pressing security threats facing accounting firms today, what experts are predicting is on the horizon, and how to stay safe from them...

Rightworks • 25th February 2026

5 Security Threats Small Businesses Face in 2026 (and How to Stop Them)

Small businesses are frequent targets for cybercriminals because they often lack robust security measures and hold valuable client data. Although IT security experts are able to manage the load of blocking thousands of cyberattacks targeting larger businesses, most SMBs just don’t have the resources or know-how to manage cybersecurity. This, of course, is why small businesses are targeted four times as often as large corporations.
But it’s not all bad news. Based on frontline expertise from cybe...

Rightworks • 11th February 2026

5 Signs It's Time to Switch to QuickBooks Enterprise

Company expansion comes with a fair share of obstacles. Yes, you’re earning more money, but the basic accounting tools that once served you well are no longer enough. Choosing the right business software is critical. For growing companies already using QuickBooks, the question is often when to upgrade.
In this post, I’ll help you determine if QuickBooks Enterprise is the right choice for your business and demonstrate how its features tackle common growth challenges. Ready?
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Stru...

Rightworks • 7th January 2026

10 Accounting and Finance Books to Read in 2026

This isn’t your typical “What are the best books for accountants to read?” post. 
Sure, I’ll be sharing the obvious reads. I’ll also be suggesting books (and online publications) that likely have never appeared on a listicle like this before. Some titles may surprise you. 
Check out these top-rated books that accounting and finance professionals are finding the most useful and entertaining. 
Introductory Accounting gives you everything you need to know about basic financial accounting to manage...

Rightworks • 31st December 2025

What Is the Dark Web? 6 Facts Accountants & Business Owners Need to Know

For accountants and business owners, understanding the dark web is crucial. With sensitive financial data, client information, and proprietary business intelligence at stake, the dark web poses significant risks to your firm’s security and reputation.
In this post, I’ll explore all these questions, clarify what the dark web is, provide practical advice about protecting your business from having its information sold there, and more.
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The dark web is a part of the internet that re...

Rightworks • 24th September 2025

The IRS "Security Six": What They Are & How to Implement

Assuming you’re secure and actually meeting IRS requirements are two very different things. The IRS Security Six provides the framework for genuine protection, and after years of helping accounting firms navigate cybersecurity challenges, these requirements have proven to be essential safeguards, not mere suggestions.
In this post, we’ll break down exactly what the IRS Security Six requirements are, why they matter to your practice, and how to implement them.
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The IRS Security S...

Rightworks • 3rd September 2025

Cloud Technology Explained: Understanding the Basics

Why does “the cloud” feel so overwhelming? It’s certainly not a new technology. It’s become so integrated, I’d venture a guess you’ve used it several times in the last 24 hours by:
Welcome to the invisible revolution happening above our heads—and inside countless secure data centers worldwide. Every day, we tap into a vast network of cloud-enabled resources that power our lives, often without realizing it.
Yet, many business owners, particularly those running smaller businesses and firms, are re...

Rightworks • 30th July 2025

CRM Tools vs. QuickBooks Integration: Which Path is Right for You?

As your business grows, you’ve likely encountered the classic dilemma: your QuickBooks Desktop is becoming sluggish, you need features it doesn’t offer, and you’re wondering if it’s time to make a major change. Should you integrate a CRM (customer relationship manager) with QuickBooks, or should you optimize your existing QuickBooks setup?
This decision impacts not just your accounting processes but your entire business operations—from sales and customer management to team productivity and botto...

Rightworks • 23rd July 2025

5 Best Tools for Remote Work That Every Professional Needs in 2025

Millions now work from home full-time, split their time between home and office, or embrace a digital nomad lifestyle. For professionals, staying ahead means leveraging the latest remote work technologies that boost productivity, security, and collaboration.
Here’s a look at the key solutions for remote workers in 2025.
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Hybrid work models dominate 2025, blending in-office and remote work to offer flexibility while maintaining team cohesion. These models empower employees with a...

Rightworks • 20th May 2025

The Best Accounting & Tax Software of 2025

Selecting the right accounting and tax software is crucial for accounting professionals and firms. This guide breaks down the best solutions available in 2025, highlighting their key features, ideal use cases, and what to do before and after making your selection.
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Click on a solution for more details.
QuickBooks Desktop Enterprise is your all-in-one business command center that grows with you.
Designed for small to medium businesses, service providers, and growing firms that ne...

Rightworks • 10th March 2025

The Ultimate Cybersecurity Quiz: Test Your Knowledge of Security Best Practices

Cybersecurity remains one of the most critical challenges for businesses today, especially for those handling sensitive financial information. Understanding and implementing proper security measures is no longer optional—it’s essential for protecting your firm, your clients, and your reputation.
Effective security begins with understanding the terminology and concepts that form the foundation of cybersecurity practices. Before diving into practical scenarios, let’s test your knowledge of essenti...

Rightworks • 4th March 2025

What Is Multifactor Authentication?

It’s been a long time since passwords were enough to block the black hats. Enter: MFA. In this post, learn:
MFA (multifactor authentication) is a security method that requires users to verify their identity in at least two different ways before accessing an account or system. It’s also known as:
Multifactor authentication relies on a few factors to verify a user’s identity:
MFA works by requiring users to provide multiple forms of identification when logging into an account. For example, let’s s...

Rightworks • 15th January 2025

How to Recognize & Prevent Phishing Attacks

Did you know that 91% of all cyberattacks begin with a phishing email? Despite its prevalence, many individuals and organizations still fall victim to these scams, leading to costly data breaches, financial losses, and damaged reputations. The good news? Phishing attacks are highly preventable with the right knowledge and proactive measures.
In this blog post, we’ll explore the tactics attackers use and actionable steps you can take to safeguard your sensitive data. Here’s what we’ll cover:
Phis...

Rightworks • 10th January 2025

How to Make Tax Season Easier: 3 Actionable Tips for Accounting Firms

It’s everyone’s favorite time of year again: tax season. For accounting professionals, this period can feel overwhelming, with increased workloads, tight deadlines, and demanding clients. Believe it or not, there are strategic ways to make your busiest time of year a lot less stressful.
In this post, we’ll walk through three actionable tips to help make tax season easier and provide a comprehensive checklist to ensure your firm is fully prepared.
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Before jumping into planning mo...

Rightworks • 30th December 2024

Basic Antivirus vs. Enterprise Security: What Your Business Really Needs in 2025

Did you know? Basic antivirus software is no longer sufficient to protect against the cyberthreats of 2025.
Consumer-grade internet security solutions may provide adequate malware protection for your home…but they lack the advanced security features and threat detection capabilities required to safeguard your company. Enterprise-grade cybersecurity solutions are essential to truly defend against data breaches. (Especially if you work for a small business.)
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Basic antivirus prote...

Rightworks • 16th December 2024

Tools, software, apps and tech for tax season 2025

We all know that tax season can be overwhelming. But with the right technology stack, you can transform those challenging months into a streamlined operation that benefits both your firm and your clients. In this post, learn which tech (including apps, software and all-in-one tools) you need to make 2025 your best (and most profitable) year yet.
In this post, find:
Tax processing software is the backbone of your seasonal operations, along with modern tax research tools.
Thomson Reuters® UltraTax...

Rightworks • 18th November 2024

10 KPIs all accounting firms should track

Accountants work with numbers for a living. No one in the profession doubts the importance of tracking key performance indicators (KPIs). While traditional KPI accounting metrics like revenue and profit provide an obvious measure of your firm’s performance, there’s more to consider. How are you tracking those numbers? And are there important accounting KPIs you might be missing?
The 10 KPIs every firm should track fit into three basic categories:
While you’re likely tracking some KPI accounting...

Rightworks • 5th November 2024

How to keep your apps secure (5 tips)

Application security. AppSec. What does it all mean? Why is it important? And is there such a thing as one security app to rule them all? (Tolkien reference, anyone?)
The short answer is no. Just like everything else in technology, there’s never just one thing you can do to keep your applications secure. Application security requires a layered approach. It requires multiple deployments of various security tools so that information is protected from any potential vulnerability or point of weaknes...

Rightworks • 18th October 2024

Understanding Ransomware: Prevention Strategies For Accounting Firms

Recent news has proven that ransomware attacks continue to pose a significant threat. As cybercriminals develop increasingly sophisticated methods, pinpointing and exploiting every vulnerability, you must understand how to protect yourself and your accounting firm.
In this post, learn:
Ransomware is malicious software that encrypts a victim’s files, making them inaccessible. As the name suggests, attackers then demand a ransom payment to restore access to the data. In recent years, ransomware at...

Rightworks • 20th September 2024

Top 10 Client Management Apps of 2025

Today’s most effective client management apps serve more than one purpose.
They:
With so many out there claiming to be the best—how do you know which one to choose? In this post, we’ve done the hard work for you. Check out our list of the top ten client management applications out there today, plus, how to select the right one based on what your specific clients want.
How did we get our list? Using a combination of G2 results and old-fashioned search engine research.
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Small busi...

Rightworks • 5th September 2024

How to Create a Disaster Recovery Plan: Step-by-Step Checklist

Disasters can strike businesses anywhere, at any time, and in many forms—from natural events to human-caused disruptions. Just how prepared are you and your business to weather an unexpected crisis?
The time to plan is well before an emergency or unplanned event strikes. In this post, expect information to help you begin your disaster recovery planning—from the very basics to the granular details.
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A disaster recovery (DR) plan is a strategy an organization uses to respond to an...