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Rightworks provides cloud-based software solutions for professional services firms, with secure, AI-powered tools that help firms grow revenue and improve client services. Its products are subscription-based and come with expert support, training, and consulting services. The platform focuses on data-driven client engagement and change management to drive adoption and organizational impact. It differentiates itself through strong security, ease of use, and industry recognition, targeting accountants, financial firms, and other professional service providers. The company's goal is to help clients unlock their potential, increase revenue, and evolve their operations by leveraging AI, data insights, and best-practice methodologies.
Industries
Data & Analytics
Consulting
Enterprise Software
Cybersecurity
Company Size
501-1,000
Company Stage
Acquired
Total Funding
$13M
Headquarters
San Jose, California
Founded
1996
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Total Funding
$13M
Above
Industry Average
Funded Over
2 Rounds
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Remote Work Options
Paid Vacation
Rightworks launches unified Security and IT solution purpose-built for Bookkeepers. All-in-One platform combines secure cloud applications, Managed Microsoft 365, and Built-in cybersecurity so bookkeepers can grow without managing IT. June 15, 2026 09:10 ET | Source: Rightworks ORLANDO, Fla., June 15, 2026 (GLOBE NEWSWIRE) - Scaling New Heights 2026, Booth #111 - Rightworks, the only intelligent cloud service provider of purpose-built solutions for accounting firms and tax professionals, today announced a strategic solution built for bookkeepers. Today, Rightworks launched Bookkeeper Solution, a purpose-built platform that helps modern, cloud-first firms grow without the burden of managing IT, security, and fragmented tools. The announcement was made at Scaling New Heights 2026, one of the country's largest gatherings of accounting and bookkeeping professionals. Enterprise capability built for Bookkeepers "We built this solution to give them enterprise-grade security, simplified operations, and a single solution so they can grow with confidence, without..." "Hiring offshore pushed us to find the most secure solution," "Once we implemented Rightworks for Bookkeepers, we rolled it out across the whole team and never looked back; it's brought a lot of peace of mind knowing..." "Bookkeepers play a critical role in serving clients and managing financial data, yet many lack the IT and cybersecurity resources needed to scale efficiently..." "We built this solution to give them enterprise-grade security, simplified operations, and a single solution so they can grow with confidence, without..." "Hiring offshore pushed us to find the most secure solution," "Once we implemented Rightworks for Bookkeepers, we rolled it out across the whole team and never looked back; it's brought a lot of peace of mind knowing..." "Bookkeepers play a critical role in serving clients and managing financial data, yet many lack the IT and cybersecurity resources needed to scale efficiently..." "We built this solution to give them enterprise-grade security, simplified operations, and a single solution so they can grow with confidence, without..." Bookkeepers are being asked to support more clients, adopt more tools, and deliver higher-value services without increasing overhead. Most rely on a patchwork of systems for access, security, and collaboration, creating inefficiency, increasing risk, and limiting their ability to scale. Few have dedicated IT teams or security expertise, relying instead on a mix of cloud apps, shared files, and manual processes that weren't designed to work together. Unlike generic IT and cybersecurity solutions, Rightworks for Bookkeepers is designed specifically for firms that manage sensitive client financial data, work with contractors or offshore staff, and rely on multiple cloud accounting applications to serve clients. "Hiring offshore pushed us to find the most secure solution," said Lisa Dionisio, Founder & CEO, Paxus CPA, a boutique accounting and advisory firm specializing in bookkeeping and advisory services for small businesses. "Once we implemented Rightworks for Bookkeepers, we rolled it out across the whole team and never looked back; it's brought a lot of peace of mind knowing everyone is protected." One Unified Platform, Built for How Bookkeepers Work The bookkeeper solution from Rightworks replaces fragmented tools and DIY IT with a single, unified platform that brings together security, SaaS access, and collaboration. The solution combines three essential layers: * Secure cloud workspace for running cloud accounting applications * Managed Microsoft 365 for protected collaboration and communication * Built-in cybersecurity, including Rightworks Total Security and Cloud Protect, for controlling access across users, apps, and devices Rightworks for Bookkeepers eliminates password sharing through credential masking and centralized access, provides visibility into access for compliance and client trust, and enables one-click onboarding and offboarding for staff and contractors across systems. Bookkeepers get enterprise-grade capabilities without enterprise complexity, fully managed and supported, with no in-house IT required. "Bookkeepers play a critical role in serving clients and managing financial data, yet many lack the IT and cybersecurity resources needed to scale efficiently and securely," said Mason Swenson, CPO of Rightworks. "We built this solution to give them enterprise-grade security, simplified operations, and a single solution so they can grow with confidence, without managing IT." An On-Ramp to the Broader Rightworks Platform Rightworks for Bookkeepers is designed to grow with a firm, from solo practitioner to a scaled practice. As needs evolve, firms can expand into tax and desktop hosting with Cloud Premier, extend into secure outsourcing, and safely adopt Spark AI, Rightworks' secure, accounting-focused AI. Rightworks' investment in bookkeepers reflects a broader shift toward cloud-first firms that need scalable, secure infrastructure without the burden of managing it themselves, enabling them to operate with the confidence, control, and efficiency of larger firms while staying focused on serving their clients. About Rightworks Obsessed with all things accounting, Rightworks is the preferred cloud service provider for 70,000+ businesses and accounting and tax firms. Its award-winning platform securely connects critical desktop and cloud applications and offers managed IT services, protecting everything from data to devices across all your offices. The result: unified applications, data, teams, and workflows, with full-service network management through one point of contact. Since 2002, innovation, unwavering commitment, and 24/7 support have earned Govcloudnetwork partnerships with market leaders and cultivated a loyal following within the Rightworks Community, the largest peer network for accounting professionals. Learn more: rightworks.com, LinkedIn, Facebook, X, Instagram. Media contact: Allison Huffman, 603.751.4488 [email protected]
Rightworks launches unified Security and IT solution purpose-built for Bookkeepers. All-in-One Platform Combines Secure Cloud Applications, Managed Microsoft 365, and Built-in Cybersecurity So Bookkeepers Can Grow Without Managing IT Last Updated June 15, 2026 Scaling New Heights 2026, Booth #111, Orlando, FL (June 15, 2026) - Rightworks, the only intelligent cloud service provider of purpose-built solutions for accounting firms and tax professionals, today announced a strategic solution built for bookkeepers. Today, Rightworks launched Bookkeeper Solution, a purpose-built platform that helps modern, cloud-first firms grow without the burden of managing IT, security, and fragmented tools. The announcement was made at Scaling New Heights 2026, one of the country's largest gatherings of accounting and bookkeeping professionals. Enterprise capability built for Bookkeepers Bookkeepers are being asked to support more clients, adopt more tools, and deliver higher-value services without increasing overhead. Most rely on a patchwork of systems for access, security, and collaboration, creating inefficiency, increasing risk, and limiting their ability to scale. Few have dedicated IT teams or security expertise, relying instead on a mix of cloud apps, shared files, and manual processes that weren't designed to work together. Unlike generic IT and cybersecurity solutions, Rightworks for Bookkeepers is designed specifically for firms that manage sensitive client financial data, work with contractors or offshore staff, and rely on multiple cloud accounting applications to serve clients. "Hiring offshore pushed us to find the most secure solution," said Lisa Dionisio, Founder & CEO, Paxus CPA, a boutique accounting and advisory firm specializing in bookkeeping and advisory services for small businesses. "Once we implemented Rightworks for Bookkeepers, we rolled it out across the whole team and never looked back; it's brought a lot of peace of mind knowing everyone is protected." One Unified Platform, Built for How Bookkeepers Work The bookkeeper solution from Rightworks replaces fragmented tools and DIY IT with a single, unified platform that brings together security, SaaS access, and collaboration. The solution combines three essential layers: * Secure cloud workspace for running cloud accounting applications * Managed Microsoft 365 for protected collaboration and communication * Built-in cybersecurity, including Rightworks Total Security and Cloud Protect, for controlling access across users, apps, and devices Rightworks for Bookkeepers eliminates password sharing through credential masking and centralized access, provides visibility into access for compliance and client trust, and enables one-click onboarding and offboarding for staff and contractors across systems. Bookkeepers get enterprise-grade capabilities without enterprise complexity, fully managed and supported, with no in-house IT required. "Bookkeepers play a critical role in serving clients and managing financial data, yet many lack the IT and cybersecurity resources needed to scale efficiently and securely," said Mason Swenson, CPO of Rightworks. "We built this solution to give them enterprise-grade security, simplified operations, and a single solution so they can grow with confidence, without managing IT." An On-Ramp to the Broader Rightworks Platform Rightworks for Bookkeepers is designed to grow with a firm, from solo practitioner to a scaled practice. As needs evolve, firms can expand into tax and desktop hosting with Cloud Premier, extend into secure outsourcing, and safely adopt Spark AI, Rightworks' secure, accounting-focused AI. Rightworks' investment in bookkeepers reflects a broader shift toward cloud-first firms that need scalable, secure infrastructure without the burden of managing it themselves, enabling them to operate with the confidence, control, and efficiency of larger firms while staying focused on serving their clients. To learn more about Rightworks for Bookkeepers, visit Booth #111. About Rightworks Obsessed with all things accounting, Rightworks is the preferred cloud service provider for 70,000+ businesses and accounting and tax firms. Its award-winning platform securely connects critical desktop and cloud applications and offers managed IT services, protecting everything from data to devices across all your offices. The result: unified applications, data, teams, and workflows, with full-service network management through one point of contact. Since 2002, innovation, unwavering commitment, and 24/7 support have earned Rightworks, LLC. partnerships with market leaders and cultivated a loyal following within the Rightworks Community, the largest peer network for accounting professionals. Learn more: rightworks.com, LinkedIn, Facebook, X, Instagram. Media contact:
Rightworks, a cloud service provider for accounting firms, has appointed Mason Swenson as Chief Product Officer. Swenson will oversee Product Management and Product Operations, reporting to CEO Ian Williams. Swenson brings over 25 years of experience leading product and technology organisations across SaaS companies. He previously served as General Manager, Small Business at CrashPlan, where he led product vision and pricing optimisation. Before that, he was Vice President of Product Management at Code42, where he transformed a legacy software business into a SaaS model whilst driving record annual recurring revenue growth. Founded in 2002, Rightworks serves over 70,000 businesses and accounting firms with cloud-based solutions and managed IT services.
Rightworks, a cloud service provider for accounting firms, has announced new security innovations at its RightNOW26 conference to address cybersecurity threats facing the accounting profession. The company unveiled unified access security controls spanning users, devices and applications. The new capabilities enable firms to lock down both applications and devices, extending Rightworks' existing role-based security features. This creates a three-tiered security framework designed for distributed work environments, controlling who can access systems, what they can access and from where. Rightworks Outsourced Tax is the first implementation combining these security layers, allowing firms to segment access to tax workflows without exposing broader systems. CEO Ian Williams and newly appointed CISO Anjan Bagchee led the announcement, addressing concerns around AI governance and the risks of remote and outsourced staffing models in accounting.
Rightworks pioneers unified access security across users, devices, and applications to reduce risks of outsourcing. New Accounting-Focused AI Embedded into OneSpace, and Partnerships that Expand Secure Staffing Options Also Highlighted during RightNOW26 Keynote Last Updated May 19, 2026 RightNOW26, San Antonio, TX (May 19, 2026) - Rightworks, the only intelligent cloud service provider of purpose-built solutions for accounting firms and tax professionals, today announced new innovations and partnerships to help address the rapidly evolving threat landscape for the accounting profession. The announcements were made during a mainstage cybersecurity session led by CEO Ian Williams and newly appointed Chief Information Security Officer, Anjan Bagchee at RightNOW26. A New Security Imperative for Accounting Leaders Accounting and tax firms are among the most attractive targets for cybercriminals, handling sensitive financial data for thousands of clients. At the same time, the profession is navigating a permanently transformed workforce model, one that includes distributed remote employees, offshore and outsourced staff, and increasingly complex SaaS and cloud technology stacks. "Security used to center on username and passwords; today it spans people, devices, systems, data, and AI working together," said Anjan Bagchee, CISO at Rightworks. "Most firms are dealing with AI adoption that has outpaced AI governance; leaders often don't know what tools their teams are using, what data is being entered into models, or how to establish oversight. We built these solutions to close that gap." Unprecedented Control with Device and Application Lock Long known for its ability to assign role-based security levels to users, Rightworks today announced new solutions that will enable firms to lock down both applications and devices. These new capabilities, together with existing identity and user role controls, deliver a comprehensive, multi-layered approach to access control, redefining how accounting and tax firms secure access across teams, devices, and applications. By extending protection across who can access, what they can access, and where that access originates, Rightworks introduces a unified security framework purpose-built for modern, distributed work environments. Rightworks Outsourced Tax is the first use case where these capabilities come together, applying role-based permissions, device-level restrictions, and application-level controls to securely segment access to critical tax workflows without exposing the broader firm environment. With this three-tiered security approach, Rightworks enables firms to reduce risk, strengthen compliance, and confidently scale outsourced and flexible work models. Spark AI: Secure, Accounting-Focused AI Built into the OneSpace Platform Rightworks also announced that Spark AI is now available directly within the OneSpace platform. Built to Rightworks' security and data protection standards, Spark AI gives accounting teams AI-powered assistance without introducing new risks. Unlike generic AI tools, Spark AI is purpose-built for accounting and finance workflows. It accepts documents and data uploads across applications and uses that context to deliver relevant, informed responses - regardless of where the work originated. Since it runs entirely within the Rightworks platform, data never leaves the environment, and no prompts or attachments are used to train AI models. "A human in the loop is essential as AI can sound confident but be factually wrong," said Ian Williams, CEO of Rightworks. "Spark AI is designed to deliver a fast, informed first draft, not a final answer, keeping firms in control while eliminating the risk of external AI tools." Spark AI is designed to work with evolving large language models while maintaining a bias toward accounting expertise, helping firms avoid vendor lock-in and the limitations of generic AI. New Outsourcing Partnerships Extend Secure Staffing Capabilities Alongside its product announcements, Rightworks introduced new partnerships with MyCPE One, Madras, and GKM, three established outsourcing and offshoring providers serving accounting firms across the United States. Together, these partnerships enable Rightworks customers to expand their teams for tax, accounting, bookkeeping, audit, and back-office functions through staffing partners that meet Rightworks' security standards and integrate directly with the OneSpace platform. The partner network collectively brings significant depth: decades of combined experience, thousands of accounting professionals across dozens of states, and strong client retention records. All three partners are participating at RightNOW26. Leadership Perspective In his mainstage remarks, CEO Ian Williams framed the announcements within a broader call to action for firm leaders, encouraging them to treat security as a leadership responsibility rather than an IT task, design their organizations for a distributed workforce, and pursue technology partnerships that address both present needs and future evolution. "The firms that win in the next decade won't be the ones that avoided change," Williams said. "They'll be the ones that stayed in control as everything changed. That's the future we are building at Rightworks, we believe firms can scale securely, and with confidence." About Rightworks Obsessed with all things accounting, Rightworks is the preferred cloud service provider for 70,000+ businesses and accounting and tax firms. Its award-winning platform securely connects critical desktop and cloud applications and offers managed IT services, protecting everything from data to devices across all your offices. The result: unified applications, data, teams, and workflows, with full-service network management through one point of contact. Since 2002, innovation, unwavering commitment, and 24/7 support have earned Rightworks, LLC. partnerships with market leaders and cultivated a loyal following within the Rightworks Community, the largest peer network for accounting professionals. Learn more: rightworks.com, LinkedIn, Facebook, X, Instagram. Media contact:
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Industries
Data & Analytics
Consulting
Enterprise Software
Cybersecurity
Company Size
501-1,000
Company Stage
Acquired
Total Funding
$13M
Headquarters
San Jose, California
Founded
1996
Find jobs on Simplify and start your career today