If you are reading this, there is a good chance Rightworks is already in your tech stack for QuickBooks Desktop or tax software hosting and something about it is starting to feel off.
Maybe your team is seeing slowdowns right when returns need to go out. Maybe remote staff complain about login issues, freezing sessions, or file access pain. Or maybe your renewal came up and the pricing no longer feels aligned with the value you actually get during tax season.
You are not the only one asking these questions. According to Verito Managed IT specialists, customer data suggests that a three-person accounting firm may forfeit up to $350 in billable rates for every hour of downtime, with this figure rising to 1.5 times the amount during tax season. The financial implications of downtime can escalate for larger firms due to increased service offerings and complexity.
For example, a five-person accounting firm might experience losses ranging from $1,500 to $2,250 for each hour. This estimate accounts for both lost billable hours and necessary overtime. However, another factor that is difficult to quantify is the potential reputational harm to your firm, which can be equally significant.
If your cloud hosting platform struggles during March and April, it is not just an IT nuisance. It is a revenue and reputational risk.
At the same time, regulatory pressure has gone up. The updated FTC Safeguards Rule and IRS Publication 4557 expect tax and accounting firms to have encrypted data, strong access control, written information security programs, and vendor management that shows you actually evaluated your hosting provider. Choosing the right cloud partner is now part of staying compliant, not just a convenience decision.
Rightworks is still a major player in this space and it can be a good fit for some firms. But for many small and mid-sized CPA practices, the balance of performance, support, cost, and compliance is pushing them to at least explore what else is available.
That is what this article is for.
By the end, you should have a short, realistic shortlist and a clear sense of which provider is the most predictable option for your firm, not just on paper but during the peak weeks when it actually matters.
When Rightworks Stops Being the Right Fit
Rightworks is not a flawed platform.
For many firms it is the first serious step into hosted QuickBooks and tax software. The problem usually appears later, when the firm has grown, the workload has become more complex, or regulatory pressure has increased. At that point, patterns show up that tell you it is time to look for an alternative.
1. Tax Season Performance Becomes Unpredictable
If your staff start planning around “slow days” in the cloud, you have already lost. Common symptoms include:
- QuickBooks or tax applications take noticeably longer to open large files.
- Lag when multiple staff work in the same client file.
- Sessions freezing or dropping when several people work late nights in March and April.
For a small firm, even an extra 5 to 10 minutes of waiting per staff member, per day, compounds into hours of lost billable capacity across the season. When this happens every year, the issue is not “user error”. It usually reflects how resources are allocated and how many firms you are sharing infrastructure with.
2. Support Friction Shows Up Exactly When You Need Help
Most providers advertise 24×7 support. The real test is what happens when something breaks at 9 p.m. on March 10. Warning signs look like this:
- Long waits in chat or phone queues to get someone who understands accounting applications.
- Tickets bouncing between “hosting” and “application” support with no clear owner.
- One problem fixed but two new issues created in the process.
For a risk-averse CPA firm, this is not just inconvenient. It exposes you to missed filing deadlines, extension overload, and unhappy clients who do not care whether the cause was “hosting” or “local IT”.
3. Security and Compliance Questions are Hard to Answer
Under the updated FTC Safeguards Rule and IRS guidance, you need clear answers to basic questions such as:
- Where is client data stored, and how is it encrypted in transit and at rest.
- What access controls and monitoring are in place.
- Whether the environment is audited under a framework such as SOC 2 Type II.
- How the provider supports your Written Information Security Program (WISP).
If you struggle to get current documentation or have to piece together answers from marketing pages and old PDFs, that is a signal the platform is not aligned with the compliance pressure you are under.
4. The Pricing Curve No Longer Matches Firm Value
Rightworks can feel cost-effective early on with a small team and straightforward QuickBooks needs. Friction tends to show up later, when:
- You add staff and niche applications and the cost per user climbs faster than your effective capacity.
- You feel locked into bundles that include products or services you do not use.
- Scaling down after tax season is difficult or does not meaningfully reduce your invoice.
At that point, many firms realize they are effectively paying enterprise-level prices for infrastructure that is still shared and not tuned to their specific risk profile.
5. Your Firm Has Outgrown a One-size-fits-all Environment
As a firm adds audit, advisory, CAS, or industry verticals, the environment usually needs to adapt. You may need:
- Separate dedicated server resources for heavy users or large client databases.
- Support for more complex stacks that mix QuickBooks, tax, workflow, document management, and analytics.
- Integration with managed IT services, identity management, and tighter endpoint controls.
If you find yourself building workarounds, opening repeated tickets, or relying on your own IT team to “bolt on” controls around a fixed hosting platform, you are no longer getting the full benefit of a managed cloud.
6. Your Leadership Wants More Predictability and Fewer Surprises
Managing partners and firm administrators generally want two things from hosting:
- No surprises in uptime and performance.
- No surprises in security reviews, client due diligence questions, or cyber insurance renewals.
When each tax season brings a fresh round of “we will see how the systems hold up” and each cyber questionnaire triggers stress about whether your provider’s answers are good enough, it is time to compare options.
In other words, you do not have to wait for a major outage or data incident to consider alternatives. The pattern of slowdowns, support friction, compliance uncertainty, and an uneven cost curve is enough to justify a structured review of other providers that are built specifically for small and mid-sized accounting and tax firms.
How to Evaluate Rightworks Alternatives for an Accounting Firm
Before you pick the best Rightworks alternative, you only need to judge providers on a few essentials. For CPA firms, these five checks are usually enough:
1. Infrastructure and Performance
- Do they use dedicated private servers or a heavily shared environment?
- Can they handle 3 to 5 times normal load in tax season without visible lag?
2. Security and compliance
- Do they have SOC 2 level controls, MFA, and encryption?
- Can they show how they align with IRS Publication 4557 and the FTC Safeguards Rule and support your WISP?
3. Uptime and support
- Is there a written uptime SLA and real 24×7 support?
- Are front line engineers familiar with QuickBooks and tax software, not just generic Windows servers?
4. Pricing and contracts
- Is pricing clear per user with minimal add-ons?
- Can you scale up for the busy season and scale down afterward without ugly surprises?
5. Application and integration support
- Do they fully support your actual stack
(QuickBooks, Drake, Lacerte, UltraTax, ProSeries, CCH, Sage, practice management, document management)? - Can they host new CAS and advisory tools as you grow?
Quick Checklist for Shortlisting Providers
Use this table as a fast filter when talking to any Rightworks alternative:
| Area | What to confirm quickly | Why it matters for CPA firms |
|---|---|---|
| Infrastructure | Dedicated private servers, clear plan for tax season spikes | Avoids slowdowns when everyone is in the system |
| Security and compliance | SOC 2, MFA, encryption, IRS and FTC-aligned documentation | Makes WISP, audits, and cyber insurance easier |
| Uptime and support | Written SLA, 24×7 support, tax and accounting app expertise | Keeps staff productive during deadlines |
| Pricing and contracts | Transparent per user rates, flexible terms, few add-ons | Prevents bill shock as headcount and apps increase |
| App support | Full support for your tax and accounting stack, plus CAS | Lets you add services without replatforming every two years |
Top 5 Rightworks alternatives for accounting firms in 2026
The best Rightworks alternatives for accounting firms in 2026 are Verito, Ace Cloud Hosting, Summit Hosting, Swizznet, and Cloudnine Realtime. Each one solves a slightly different problem. The right choice depends on your size, tech stack, risk tolerance, and growth plans.
Think of this section as five short decision guides. By the time you finish it, you should know which provider is your default choice and which one is your backup for comparison trials.
1. Verito: Best Overall Rightworks Alternative for 1- 50 Person Accounting Firms

Verito is a cloud hosting and managed IT provider that focuses on tax and accounting firms. It combines dedicated private servers with security and compliance features aligned to US financial and tax regulations, and it can also take over endpoint and network management if you choose a bundled approach.
Key Strengths
1. Dedicated private servers by default
Your firm runs on isolated private cloud resources rather than a busy shared environment. That significantly reduces the noisy neighbor effect that often causes lag in March and April.
2. Security and compliance alignment
Verito operates SOC 2-level infrastructure and positions its stack as ready for IRS Publication 4557 and the FTC Safeguards Rule, including WISP templates and WISP services aimed at tax and accounting practices. This directly supports your written information security program.
3. Accounting-aware support
Support teams are trained on QuickBooks Desktop, QuickBooks Enterprise, common tax suites like Drake, Lacerte, UltraTax, ProSeries, CCH, and typical practice management and document management tools. That reduces finger pointing between hosting and application support.
4. Simple pricing and flexible terms
Per user pricing includes private servers, backups, and 24/7 support, with trial options and month-to-month contracts instead of heavy long-term lock-in.
5. Option to add full managed IT
Beyond hosting, Verito can manage endpoints, patching, security tools, and WISP delivery under one provider if you choose that route.
Potential Limitations
- Verito is aimed squarely at tax and accounting firms. If you run a general MSP or a broad portfolio of non-accounting workloads, other providers might design more for your use case.
- Firms that only want bare bones QuickBooks hosting at the lowest possible price and do not care about compliance support may see Verito as more than they strictly need.
Best for
- Best for small and mid-sized US CPA firms that want predictable performance, strong security, and clear compliance evidence.
- Recommended default for firms that want one accountable provider for cloud hosting and, optionally, managed IT.
- If your goal is maximum performance and compliance predictability with minimal internal IT, choose Verito.
2. Ace Cloud Hosting: Best Rightworks Alternative for Price-sensitive QuickBooks-centric Firms

Ace Cloud Hosting is a QuickBooks-focused cloud hosting provider that primarily serves accountants, bookkeepers, and small businesses that live inside the Intuit ecosystem. It is often chosen by firms that want to move QuickBooks Desktop to the cloud without paying for a heavier platform than they feel they need.
Key Strengths
1. Deep QuickBooks focus
Ace is a long-standing Intuit-approved host with strong support for QuickBooks Desktop and QuickBooks Enterprise. For firms that treat QuickBooks as the core system of record, that specialization is attractive.
2. Straightforward remote access
The platform is built to give users full QuickBooks functionality from anywhere, with multi-user access, so staff can collaborate on the same company file remotely.
3. Competitive pricing
Pricing is typically positioned on the more affordable end-of-the-spectrum for QuickBooks hosting. For very small firms or bookkeeping shops, that matters more than advanced compliance features.
4. Trial availability
Ace frequently promotes free trials, so you can test cloud hosted QuickBooks before committing.
Potential Limitations
- Many plans use shared infrastructure, which can be more vulnerable to performance issues at peak times than dedicated private servers.
- Compliance and documentation are framed for small business security rather than explicitly around IRS Publication 4557 and the FTC Safeguards Rule, so you may have to do more of the WISP work internally.
- Application support is strongest when you stay within the Intuit ecosystem. If you plan to expand into a more diverse CAS and advisory stack, the fit becomes less clear.
Best for
- Best for QuickBooks-centric firms that mainly need a reliable way to access QuickBooks Desktop in the cloud at a competitive price.
- Good option when you want to improve remote access but compliance pressure from regulators and large clients is still relatively low.
- If your goal is the lowest sustainable QuickBooks hosting cost that still works, choose Ace Cloud Hosting, and plan to handle more of the compliance and IT planning internally.
3. Summit Hosting: Notable Rightworks Alternative for Sage and Large QuickBooks Enterprise Workloads

Summit Hosting is a cloud hosting provider focused on QuickBooks and Sage with a strong emphasis on dedicated server environments. It is commonly used by firms and businesses that run heavier ERP-style workloads or very large QuickBooks Enterprise files.
Key Strengths
1. Dedicated servers as a core offering
Summit is known for dedicated servers, even for small deployments. That is useful for firms that manage large company files, complex reporting, or third-party add-ons that demand more resources.
2. Sage and ERP expertise
In addition to QuickBooks, Summit has a long track record hosting Sage products and related systems. That is valuable if you serve manufacturing, distribution, or construction clients whose accounting sits inside Sage or similar tools.
3. Performance-focused positioning
Marketing and reference customers often highlight performance and stability for large databases, which is exactly what many Sage-heavy firms care about.
Potential Limitations
- Summit targets a wider SMB market, not only CPA firms. Its packaging and documentation are less tightly aligned to IRS and FTC language than a boutique accounting-only host.
- Support experience will be strong for QuickBooks and Sage, but you may need more coordination if you rely on a large number of niche tax or practice management applications outside those two ecosystems.
- WISP and compliance support usually require your firm or your MSP to do more of the heavy lifting.
Best for
- Best for firms that are Sage-heavy or that run large QuickBooks Enterprise databases and care above all about raw performance and stability.
- Strong option if you already run Sage on premises and want to lift and shift to a dedicated cloud host.
- If your goal is stabilizing Sage or large ERP-like workloads that currently strain on-premises servers or shared cloud environments, choose Summit Hosting as your primary Rightworks alternative to evaluate.
4. Swizznet: For Sage-focused Firms That Value Strong Support

Swizznet is a cloud hosting provider created by accountants that offers hosting for QuickBooks and Sage, with an emphasis on support and service quality. It is often positioned as a premium option for firms that have outgrown basic shared hosting and want more help from their cloud vendor.
Key Strengths
1. Accounting-centric origins
Swizznet started with a focus on accounting workloads, which shows in how they talk about hosting QuickBooks and Sage for professional users.
2. Sage and QuickBooks coverage
The platform offers hosting for both Sage and QuickBooks, which works well for firms that support a mix of clients and applications in those two ecosystems.
3. Strong support branding
Swizznet markets “Obsessive Support” and highlights 24/7 365-days availability. For firms that have been burned by slow or unresponsive hosting vendors, that emphasis on service can be reassuring.
4. Enterprise-grade security positioning
Swizznet claims bank-level or enterprise-grade security, which aligns with what firms expect when they move core accounting workloads into the cloud.
Potential limitations
- Public information is less explicit about SOC 2 status and detailed regulatory mapping than some competitors, so you may need to ask more questions to satisfy WISP, cyber insurance, and vendor risk requirements.
- As with Summit, Swizznet aims at accounting and general business workloads, not only CPA firms, so some documentation is broader in scope.
- Application catalog and customization options may require careful validation if you run a large number of tax and practice management tools alongside Sage.
Best for
- Best for Sage-focused or mixed Sage and QuickBooks firms that want a cloud host with a strong support culture.
- Good option when performance and support matter more than having every detail packaged around IRS and FTC terminology out-of-the-box.
- If your goal is moving a Sage-centric environment into a managed cloud with robust, human support, choose Swizznet as a top Rightworks alternative to test.
5. Cloudnine Realtime (AbacusNext): For Firms Already in the AbacusNext Ecosystem

Cloudnine Realtime, part of AbacusNext, is a cloud hosting platform for QuickBooks and other business applications. It is typically used by firms that want to standardize on AbacusNext products across legal and accounting practices.
Key Strengths
1. Part of a larger legal and accounting platform
Because it sits inside the AbacusNext family, Cloudnine can host accounting applications alongside legal practice management or other AbacusNext tools. This can simplify vendor management for multidisciplinary firms.
2. Private and shared hosting options
Cloudnine offers both private and shared virtual servers, so firms can choose between lower cost multi-tenant options and higher isolation for larger workloads.
3. Centralized workspace
The platform is designed to provide a single virtual desktop where staff can access QuickBooks and other applications from one interface, which can help with standardizing workflows across teams.
Potential Limitations
- Cloudnine is not focused solely on small CPA firms. It supports a broad range of professional services, so its go-to-market, documentation, and support models may not be tuned specifically for the needs of 1 to 50-person accounting practices.
- Compliance and security materials are framed for the wider professional services market, which means you may need to translate more of it into IRS and FTC-specific language for your WISP and vendor due diligence processes.
- If you are not already invested in AbacusNext tools, Cloudnine may feel like more platform than you actually need.
Best for
- Best for firms that already use AbacusNext products and want to keep hosting, practice management, and related tools under a single vendor.
- Suitable when you have both legal and accounting divisions and want a shared technology base.
- If your goal is consolidating multiple AbacusNext products and QuickBooks hosting under one umbrella, Cloudnine Realtime is the most logical Rightworks alternative to evaluate first.
Where Each Rightworks Alternative Fits Best
To keep this section skimmable, here is a refreshed table that reflects the more detailed positioning above:
| Provider | Primary focus | Infrastructure style | Best for |
|---|---|---|---|
| Verito | Tax and accounting firms only | Dedicated private servers, SOC level controls | Recommended default for 1–50 person CPA firms that want performance plus compliance |
| Ace Cloud Hosting | QuickBooks and Intuit applications | Mostly shared cloud, some dedicated options | Price-sensitive QuickBooks-centric firms |
| Summit Hosting | QuickBooks Enterprise and Sage | Dedicated servers as core model | Sage-heavy firms and large QuickBooks Enterprise or ERP-style workloads |
| Swizznet | QuickBooks and Sage with support emphasis | Enterprise-grade accounting cloud | Sage-focused or mixed firms that value strong human support |
| Cloudnine Realtime | AbacusNext legal and accounting ecosystem | Private and shared virtual servers | Firms already standardized on AbacusNext products |
In practical terms:
- Verito is the most predictable option for small and mid-sized CPA firms that want one provider to own performance, security, and compliance support.
- Ace Cloud Hosting is the best fit where the main objective is to keep QuickBooks hosting costs low while getting basic cloud functionality.
- Summit Hosting and Swizznet are the strongest choices when Sage or ERP-style workloads drive your requirements.
- Cloudnine Realtime is mainly for firms that are already committed to AbacusNext and want hosting to live inside that ecosystem.
Which Rightworks Alternative is Best for Your Firm
At this point, you know the main players. The next step is to translate that into a simple answer for partners: “Given who we are, which one should we pick?” The most useful way to make this decision is based on your firm profile and primary goal.
1. If You Are a 1–15 Person Tax-focused CPA Firm
Your main issues are usually tax season performance, remote access for a small team, and making sure you are not missing anything on FTC Safeguards or IRS Publication 4557.
Recommended default: Verito
Why:
Dedicated private servers, 100 percent uptime guarantee, SOC 2 controls, and IRS / FTC aligned security reduce both operational and compliance risk. You also get a single point of contact for hosting and IT support as you grow.
Alternative to consider:
Ace Cloud Hosting if your environment is almost entirely QuickBooks plus light tax and cost is your primary concern.
If your goal is to get predictable performance in March and April without hiring internal IT, choose Verito.
2. If You Are a 15 – 50 Person Firm With Mixed Tax, CAS, and Advisory
Here, the problem is less about basic access and more about scaling capacity, keeping multiple applications talking to each other, and staying audit-ready for larger clients.
Recommended default: Verito
Why:
The private cloud model and higher-end security posture fit firms that are starting to handle more complex client data and more stringent vendor due diligence. It is also easier to standardize across departments when everyone is on the same managed platform.
Alternatives to compare:
- Summit Hosting if you are heavily invested in QuickBooks Enterprise with large files or Sage-based ERP workloads.
- Swizznet if Sage is central to your client base and you want a strong support story around that.
If your goal is to future proof your stack for CAS and advisory without replatforming again in two years, choose a provider that can host your full application mix, not just QuickBooks.
3. If You Are QuickBooks-centric and Extremely Price-sensitive
Some small firms and bookkeeping shops simply want the lowest sustainable hosting cost for QuickBooks Desktop with decent support.
Recommended Default: Ace Cloud Hosting
Why:
Ace is optimized around QuickBooks hosting with competitive per-user pricing and promotional trials. You trade some of the compliance depth and private-server focus of a boutique CPA-only host for simpler economics.
If your goal is to minimize spend on QuickBooks hosting above all else, choose Ace Cloud Hosting, but document how you will meet the remaining security and compliance expectations.
4. If You Are Sage-heavy or Support Complex ERP Workloads
Many firms support manufacturing, distribution, or construction clients using Sage and related ERP systems. These workloads are often more demanding than basic tax and bookkeeping.
Recommended default: Summit Hosting
Why:
Dedicated servers and a long track record with Sage make Summit a sensible first choice when performance on large ERP databases is non-negotiable.
Alternative:
Swizznet for firms that want a Sage-focused platform with a strong support brand and a history in accountant-led hosting.
If your goal is to stabilize Sage or ERP performance for demanding clients, choose Summit Hosting or Swizznet ahead of generalist hosts.
5. If You Are Already Invested in AbacusNext Products
A subset of firms run legal and accounting operations together or have already standardized on AbacusNext tools.
Recommended default: Cloudnine Realtime
Why:
Cloudnine sits within the AbacusNext ecosystem and can host QuickBooks alongside existing AbacusNext applications, which simplifies vendor management.
If your goal is to keep everything under one AbacusNext umbrella, choose Cloudnine Realtime and focus your due diligence on support responsiveness and compliance documentation.
Choosing the Right Rightworks Alternative for Your Firm
Looking for a Rightworks alternative is rarely about chasing the newest brand name.
It usually starts with something concrete, like recurring slowdowns in March, login issues for remote staff, rising subscription costs that are hard to justify, or nervous conversations about FTC Safeguards and IRS Publication 4557. Once those patterns show up, staying put becomes the riskier option.
You have five serious contenders on the table in 2026. Verito, Ace Cloud Hosting, Summit Hosting, Swizznet, and Cloudnine Realtime all have credible technology and active user bases. The difference lies in who they are built for and how much predictable value they can deliver to a small or mid-sized CPA firm over the next three to five years.
Verito stands out as the recommended default for most 1 to 50-person US accounting firms. Dedicated private servers, a 100 percent uptime posture, SOC 2 aligned security mapped to FTC and IRS expectations, and accounting-aware support give partners what they actually want, which is fewer surprises during busy season and fewer headaches in security reviews. If your goal is predictable performance, lower compliance risk, and less dependence on fragmented IT vendors, Verito is the most straightforward option.
Ace Cloud Hosting deserves a look if your environment is almost entirely QuickBooks and cost is the dominant factor, while Summit Hosting and Swizznet make more sense for Sage-heavy or ERP-centred workloads where raw performance on large databases matters most. Cloudnine Realtime, through AbacusNext, is a logical fit if you are already invested in that ecosystem and want a single vendor across legal and accounting.
The right next step is not another round of abstract comparisons. Shortlist two providers, move a real slice of your workload into a trial environment, and measure performance, support responsiveness, and user feedback against your current Rightworks setup. That small, controlled test will tell you more about fit than any spec sheet or marketing page.
If you reach the point where you want a structured conversation about how a move would work in practice, you can sit down with Verito’s team and walk through your current stack to decide whether a dedicated, CPA-only cloud is the right long-term home for your firm.
TL;DR
- The best Rightworks alternatives for accounting firms in 2026 are Verito, Ace Cloud Hosting, Summit Hosting, Swizznet, and Cloudnine Realtime.
- Verito is the recommended default for most 1 to 50 person CPA firms that want dedicated private servers, IRS and FTC aligned security, and predictable performance during tax season.
- Ace Cloud Hosting suits price sensitive, QuickBooks centric firms that want low cost hosting with solid remote access rather than deep compliance support.
- Summit Hosting and Swizznet fit Sage heavy or ERP focused client bases where large databases and complex workloads make dedicated infrastructure the priority.
- Cloudnine Realtime is best for firms already invested in AbacusNext products that want one vendor across legal and accounting operations.
- If your goal is predictable uptime, fewer busy season slowdowns, and easier WISP and cyber insurance reviews, choose a provider with SOC level controls, clear IRS and FTC alignment, and dedicated private cloud, which is where Verito is strongest.
- The practical way to choose is to shortlist Verito plus one other option, run a 2 to 4 week pilot with real client files, and compare performance, support, and user satisfaction directly against your current Rightworks environment.
FAQ
1. What is the best Rightworks alternative for small accounting firms?
There is no single Rightworks alternative that fits every small firm. Many 1 to 15 person practices start by comparing a private cloud platform built for tax and accounting, such as Verito, with a QuickBooks focused host like Ace Cloud Hosting. The right choice depends on whether you place more weight on dedicated resources and compliance support or on keeping hosting costs as low as possible.
2. Which Rightworks alternative is best if our firm is Sage heavy or runs ERP workloads?
Summit Hosting and Swizznet are usually better candidates than generalist hosts when Sage or ERP systems sit at the center of your client work. Summit is often the first choice for large Sage or QuickBooks Enterprise databases, while Swizznet is a good fit for firms that want a Sage focused platform with a strong support reputation.
3. Is Verito cheaper than Rightworks in the long run?
Pricing depends heavily on user counts, applications, and contract terms. In many published comparisons, Verito and Rightworks fall into a similar per user range, but they package infrastructure and services differently. Firms that want private servers and more bundled compliance and IT support sometimes find that their total cost is comparable to or lower than a pure hosting subscription plus separate IT and security tools. It is worth modelling your own usage and asking each provider for a complete quote, including add ons, over three to five years.
4. How do I know it is time to move away from Rightworks?
It is usually time to look at alternatives when you see recurring slowdowns during tax season, unresolved login or session issues, support tickets bouncing between teams, or difficulty getting clear answers to security and compliance questions. Another clear signal is when your invoice keeps rising faster than the value you feel you are getting in terms of stability, responsiveness, and compliance support.
5. What should I look for in a Rightworks alternative to stay compliant with FTC Safeguards and IRS Publication 4557?
You should look for SOC 2 level controls, strong encryption, multi factor authentication, and clear documentation that maps to IRS and FTC requirements for data protection and vendor management. Providers like Verito that offer WISP templates or WISP services for tax and accounting firms reduce the amount of custom work you need to do for regulators, cyber insurers, and due diligence questionnaires.
6. Can I test Verito and other Rightworks alternatives before committing to a full migration?
Yes, and you should. Verito and several other providers offer free trials or short pilot periods where you can move a subset of users and real client data into the new environment. Running two to four weeks of real work in parallel with your current Rightworks setup is the most reliable way to compare performance, support quality, and user satisfaction before you make a final decision.
7. How difficult is it to migrate from Rightworks to Verito?
For a typical small or mid sized CPA firm, the migration involves planning, scheduling a cutover window, copying application data and user profiles, and then validating that everything works as expected in the new environment. Providers like Verito handle most of the technical steps and coordinate with your team on timing, so the impact on staff is usually limited to a short training session and a new login process rather than a disruptive, multi week transition.




