Case Study: Summersgill CPA creates a client portal website with Rootworks

Modern Website Offers Clients a Place to Do Business

Summersgill CPA, led by founder Shannon Summersgill, wanted more than an attractive website—it needed a functional client platform where customers could interact with the firm and access services online. After realizing its four-year-old site was mainly a marketing tool, the firm turned to Rootworks for a redesign and a centralized client experience.

Rootworks delivered a modern website built around a Client Center, giving clients one-click access to portals, QuickBooks, QuickBooks Online, and Bill.com, while also supporting future growth as new services are added. The firm also benefited from Rootworks’ integrated branding and marketing support, along with easy website updates and automatic blog content, helping Summersgill CPA present a polished, scalable online presence and better support clients with 24/7 access to information.

Summersgill CPA

Shannon Summersgill

CPA