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Rightworks: Use-Cases, Insights and Reviews | 2025 Cuspera

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Accounting platform bringing accounting, data sharing, collaboration together

Rightworks Overview

Rightworks Cloud Hosting addresses key challenges in e-commerce by providing flexible and secure hosting solutions. Businesses benefit from reliable performance, ensuring their online platforms remain operational and responsive even during peak traffic. The service prioritizes top-notch security, crucial for protecting sensitive customer data and maintaining trust. With adaptability at its core, Rightworks Cloud Hosting supports scaling needs, accommodating growth without compromising speed or security. This solution is particularly valuable for e-commerce businesses looking to enhance their digital infrastructure, ensuring a seamless shopping experience for customers.

Use Cases

Customers recommend Workflow Management, Collaboration, Helpdesk Management, as the business use cases that they have been most satisfied with while using Rightworks.

Other use cases:

Proposal & Quote Management
Contract Management
Sending & Publishing Communications
Training & Onboarding
Content Sharing
Payment Management
Products & Pricelist Management

See all use cases See less use cases

Business Priorities

Scale Best Practices and Improve Efficiency are the most popular business priorities that customers and associates have achieved using Rightworks.

Other priorities:

Acquire Customers

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Rightworks Use-Cases and Business Priorities: Customer Satisfaction Data

Rightworks works with different mediums / channels such as Website.

Rightworks's features include Recording, and Personalization. and Rightworks support capabilities include Phone Support, 24/7 Support, Chat Support, etc. also Rightworks analytics capabilities include Custom Reports, and Analytics.

Reviews

"Moving to Rightworks has allowed Rea & Associates to accelerate our growth while helping our clients do the same. It’s been a true win-win." - Amy S

Rightworks, belong to a category of solutions that help E-Commerce Software. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Rightworks offers an intelligent cloud platform to manage accounting firms or businesses securely. Everything needed is provided in one place.

Popular Business Setting

for Rightworks

Top Industries

Sports
Wholesale
Retail

Popular in

Small Business
Mid Market

Rightworks is popular in Sports, Wholesale, and Retail and is widely used by Small Business, and Mid Market,

Rightworks Customer wins, Customer success stories, Case studies

How does Rightworks address your Workflow Management Challenges?

Why is Rightworks the best choice for Collaboration?

How can Rightworks enhance your Proposal & Quote Management process?

11 buyers and buying teams have used Cuspera to assess how well Rightworks solved their E-Commerce Software needs. Cuspera uses 364 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific E-Commerce Software needs.

CUSTOMERS	TESTIMONIALS
Amy S Client Education & Development Liaison Rea & Associates	Moving to Rightworks has allowed Rea & Associates to accelerate our growth while helping our clients do the same. It’s been a true win-win. Testimonial By Amy S
Annette T General Manager Newton Investment Properties	We are now able to work remotely but work at the same time together. If I need a balance sheet or report run, instead of having to stop what we’re all doing and drive to each other, we’re now able to do that from two completely different places. Testimonial By Annette T
Keith C COO Whaley Hammonds Tomasello, P.C.	Rightworks has become a very valuable trusted IT partner and allows our staff to easily work between office locations and remotely. Their working knowledge of our industry applications provides exceptional support. Testimonial By Keith C

CUSTOMERS	TESTIMONIALS
Amy S Client Education & Development Liaison Rea & Associates	Moving to Rightworks has allowed Rea & Associates to accelerate our growth while helping our clients do the same. It’s been a true win-win. Testimonial By Amy S
Annette T General Manager Newton Investment Properties	We are now able to work remotely but work at the same time together. If I need a balance sheet or report run, instead of having to stop what we’re all doing and drive to each other, we’re now able to do that from two completely different places. Testimonial By Annette T
Keith C COO Whaley Hammonds Tomasello, P.C.	Rightworks has become a very valuable trusted IT partner and allows our staff to easily work between office locations and remotely. Their working knowledge of our industry applications provides exceptional support. Testimonial By Keith C

Kemper CPA Group - Accounting

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 t...heir workflow. The video shares their experience with the product.

Suffield Volunteer Ambulance Association - Health, Wellness And Fitness

Rightworks Cloud Premier helped Suffield Volunteer Ambulance Association manage their apps and data for 14 years. They also used security awareness training for employees. The biggest benefit was sav...ing time. The solution improved their return on investment. Employees learned to keep data safe.

Rea & Associates - Accounting

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 rem...oved 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.

Simon Lever Business Advisors & CPAs - Accounting

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 I...T 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.

Kenneth Vona and Son Construction - Construction

Rightworks helped Kenneth Vona and Son Construction, a custom home builder in Greater Boston, improve security and streamline operations. The company faced a security threat when an employee clicked ...a malicious email link, infecting a laptop. Office manager Denise Calcagno chose Rightworks for its cost-effective IT and security solutions. Employees became safer and operations ran more smoothly after switching to Rightworks.

P and P Tax Services, LLC - Accounting

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 pro...vided cloud hosting and security services. Their quick response to a security issue impressed Scott. He felt the monthly security investment was worth it.

Peers used Rightworks for workflow management and collaboration

Rightworks Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
Custom Reports	3.98/5 ★ Read Reviews (17)
Analytics	3.92/5 ★ Read Reviews (5)

CAPABILITIES	RATINGS AND REVIEWS
Custom Reports	3.98/5 ★ Read Reviews (17)
Analytics	3.92/5 ★ Read Reviews (5)

Software Failure Risk Guidance

for Rightworks

Overall Risk Meter

Low Medium High

Top Failure Risks for Rightworks

Rightworks, LLC News

Executive 20/08/2025

Rightworks hires Jenny Buchholz as Chief Financial Officer

Rightworks has appointed Jenny Buchholz as its new Chief Financial Officer, effective February 3, 2025. Buchholz, who has extensive experience in financial leadership roles across various industries, will report to CEO Joel Hughes. Her role will focus on supporting Rightworks' strategic initiatives and financial performance as the company expands its market reach.

Partnership 20/08/2025

Rightworks selected to join AICPAs Member Discount Program

Rightworks has been selected to join the AICPA Member Discount Program, offering exclusive discounts on its security solutions to over 400,000 AICPA members. This collaboration provides accounting firms with enhanced cybersecurity and compliance tools, including Rightworks WISP and Total Security solutions, aimed at strengthening security posture and meeting regulatory requirements.

Company 13/08/2025

Rightworks expanding into regional firm market

Rightworks is expanding its cloud services to larger regional accounting firms, driven by private equity investments and the need for standardized tech solutions. Former CEO Joel Hughes, now executive chairman, highlights the growing demand for Rightworks' secure cloud platform among firms with over 500 users. New CEO Ian Williams emphasizes the importance of data management and AI integration in their offerings.

Executive 05/08/2025

Rightworks Appoints New CEO and CRO - GlobeNewswire

More Rightworks News...

Rightworks, LLC Profile

Company Name

Rightworks, LLC

Company Website

https://www.rightworks.com/

HQ Location

17685 Juniper Path, Suite 300, Lakeville, Minnesota 55044, US

Employees

11-50

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