R

Rightworks

Subscription-based cloud software for professional services

Overview

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.

Work here?Claim your company

About Rightworks

Simplify's Rating
Why Rightworks is rated
C+
Rated C on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsConsultingEnterprise SoftwareCybersecurity

Company Size

501-1,000

Company Stage

Acquired

Total Funding

$13M

Headquarters

San Jose, California

Founded

1996

Get referred to Rightworks

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • May 19, 2026 unified access security spans users, devices, and applications.
  • Rightworks added MyCPE One, Madras, and GKM partnerships for outsourced tax staffing.
  • March 5 and April 28, 2026 hires of Bagchee, Nixon, and Marchetti sharpen execution.

What critics are saying

  • September 8, 2026 hosted desktop outage exposed performance fragility and support dependence.
  • Outsourcing partners MyCPE One, Madras, and GKM expand attack surface across customer data.
  • Microsoft and Intuit bundle hosting, security, and collaboration, commoditizing Rightworks' core.

What makes Rightworks unique

  • Rightworks' accounting-first stack unifies cloud apps, security, Microsoft 365, and managed IT.
  • June 15, 2026 Bookkeeper Solution targets fragmented workflows across cloud-first bookkeeping firms.
  • Spark AI stays inside OneSpace, keeping prompts and attachments inside Rightworks' environment.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$13M

Above

Industry Average

Funded Over

2 Rounds

Acquisition funding comparison data is currently unavailable. We're working to provide this information soon!
Acquisition Funding Comparison Coming Soon

Benefits

  • 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

Growth & Insights and Company News

Headcount

6 month growth

-3%

1 year growth

-3%

2 year growth

-5%
24-7 Press Release
Sep 15th, 2026
DeLeon & Stang Named Innovation in Accounting Winner at Rightworks Customer & Partner Impact Awards

DeLeon & Stang named Innovation in Accounting winner at Rightworks Customer & Partner Impact Awards. Frederick-based CPA and advisory firm recognized for its strategic, client-focused approach to technology "We're honored to be recognized for something that's core to how we work at DeLeon & Stang: using technology in a way that serves our team and our clients." FREDERICK, MD, September 15, 2026 /24-7PressRelease/ - DeLeon & Stang has been named the Innovation in Accounting category winner at the inaugural Rightworks Customer & Partner Impact Awards, presented by Rightworks at the company's annual RightNOW conference. The firm provides advisory, assurance, and tax services to growing businesses, government contractors, family businesses, nonprofits, and private clients. The Innovation in Accounting category recognizes firms that are pushing the accounting profession forward through creative thinking, adoption of modern technology, and new approaches to how accounting services are delivered. DeLeon & Stang was selected from among firms nationwide for the way it has balanced cutting-edge capability with practical, sustainable implementation. "DeLeon & Stang exemplifies what thoughtful innovation looks like in practice," said Rightworks in announcing the award. "The firm has distinguished itself through the strategic and creative use of technology, striking an impressive balance between cutting-edge capabilities and practical, sustainable implementation. Their approach to innovation is focused not on adopting technology for the sake of it, but on leveraging modern solutions that create meaningful impact for both their teams and their clients." By thoughtfully advancing its technology stack through AI-enabled tools and modern web-based solutions, DeLeon & Stang has improved workflows, enhanced efficiency, and delivered measurable productivity gains across the organization. Rightworks credited the firm's willingness to embrace new capabilities early, paired with a disciplined and client-focused approach, as a driving factor behind the recognition. "Their vision, adaptability, and commitment to continuous improvement make them a standout example of the future of the accounting profession," Rightworks noted. "We're honored to be recognized for something that's core to how we work at DeLeon & Stang: using technology in a way that serves our team and our clients," said Brad Hoffman, Managing Partner. "Awards like this measure innovation, and our innovation comes from a team that keeps looking for a smarter way and clients who trust us to find it." About DeLeon & Stang DeLeon & Stang is a professional services firm providing advisory, assurance, and tax services to growing businesses, government contractors, family businesses, nonprofits, and private clients. The firm has offices in Frederick, Maryland, and Leesburg, Virginia. Learn more: https://deleonandstang.com/contact # # # Contact information. Maggie Sideras DeLeon & Stang Frederick, MD United States Telephone: 240-668-9448

GlobeNewswire
Jun 15th, 2026
Rightworks launches unified Security and IT solution purpose-built for Bookkeepers.

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
Jun 15th, 2026
Rightworks launches unified Security and IT solution purpose-built for Bookkeepers.

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:

Associated Press
Jun 2nd, 2026
Rightworks appoints Mason Swenson as chief product officer to drive cloud solutions for accounting firms

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.

Yahoo Finance
May 19th, 2026
Rightworks unveils unified access security to reduce outsourcing risks for accounting firms

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.

Recently Posted Jobs

Sign up to get curated job recommendations

Rightworks is Hiring for 4 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify. Browse all jobs