Practice Smart Client Management with Rootworks Insights. Get started for free! Rootworks Insights is a web-based application that gives accounting firms an automated way to uncover the customer stories that already exist in their sales data. Tap into client intelligence and unleash powerful data to: - Uncover your best (and worst) clients - Develop pricing strategies that optimize client value and increase profits - Be that trusted advisor for clients and provide them with the same insights into their business