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Modernize & Transform

Built to help you reimagine IT operations, empower your workforce, and leverage AI-powered tools to stay ahead of the curve.

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Empower My Team

We bring together the best of Microsoft’s cloud ecosystem and productivity tools to help your people thrive.

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Build My Infrastructure

We offer a comprehensive suite of infrastructure services tailored to support your business goals today and scale for the future

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IT Services

Our managed and co-managed IT service plans deliver a responsive and innovative engagement to support your IT needs, improve employee experience, and drive growth for your business. 

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Cybersecurity Services

Sourcepass offers innovative solutions, including SOC, GRC, Security Assessments, and more to protect your business.

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Professional Services

Grow your business with cloud migrations, infrastructure refreshes, M&A integrations, staff augmentation, technical assessments, and more.

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Center of Excellence for Microsoft

Maximize your Microsoft investment through strategy, security, modernization, adoption, and continuous optimization.

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Commercial Industries

We understand what most managed service providers don’t – when it comes to industry-specific technology, one-size-fits-all solutions don’t exist.

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Public Sector

 Specialized IT, cybersecurity, and compliance support for schools, BOCES, local governments, and utilities — backed by 40+ years of public-sector experience.  

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Locations

We serve clients across the lower 48, with regional concentration in the Northeast, Mid-Atlantic, Southeast, Mountain West, and West.  

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The Sourcepass Story

Built and run by technology, security, and managed services people who were tired of how IT gets delivered – and decided to do it differently. 

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The Sourcepass Experience

Excellent service, strategic guidance, and technology delivered with innovation – the operating model behind every Sourcepass engagement, across IT, security, Microsoft, and AI. 

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SAFE, SECURE, RELIABLE

Managed IT Solutions for Accounting

 

 

Lean on the Sourcepass team to drive efficiency and maintain client trust.

 

Speak with an Accounting IT Specialist

 

Supporting Secure, Efficient, and Compliant Accounting Operations

 

Accounting firms require more than basic IT support. They need secure, compliant, and reliable technology solutions that protect sensitive financial data, support critical applications, and enable efficient collaboration.

Sourcepass delivers managed IT services for accounting firms, including cybersecurity, cloud infrastructure, compliance support, workflow optimization, and strategic IT planning. Our team helps CPA firms and accounting practices reduce risk, improve productivity, and create a technology strategy that supports sustainable growth.

STAY PRIVATE AND PROTECTED

Sourcepass Accounting IT Solutions Help:

Deep industry expertise supporting CPA firms and financial services

Scalable infrastructure that adapts to busy seasons and firm growth

Proactive cybersecurity to protect client financial data and sensitive records

Compliance-ready solutions for IRS, SOX, AICPA, and state data laws

24/7 support for fast, reliable help when you need it



 

Cloud and software integration for tax, audit, and financial tools

Reliable data backup & disaster recovery for business continuity

vCIO services & strategic IT planning to align tech with business goals

Smooth onboarding & training to minimize disruption

Outcome-driven service model focused on client success

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A Next Generation IT Experience

Quest® by Sourcepass is a next-generation IT management platform that delivers full transparency, exceptional service, and intelligent automation—all in one place.

With real-time ticket tracking, project updates, and streamlined employee onboarding, Quest® puts you in control of your tech ecosystem from desktop or mobile. It's IT made smarter, faster, and fully aligned with your business.

Learn more

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2200

+

Clients

500

+

Team Members

9

Locations

97

%

CSAT Score

SOC-ISO-Logos2-1  ISO IEC 27001 Badge

 

Dedicated to Excellence

Sourcepass has achieved SOC 2 Type II and ISO 27001 certifications, reflecting our commitment to safeguarding the confidentiality, integrity, and availability of data, environments, and cybersecurity processes for both customers and trusted partners alike.

IT Insights

Learn more on how we enable success with our clients, our thoughts on emerging technologies, and how to position your company for growth.

Cloud Security Security & Compliance Microsoft 365 Cybersecurity Data Protection Sourcepass MCOE

How Device Code Phishing Turns MFA Against You

By  Nicole Walker    | 22 September 2026
MFA is one of the most effective security controls in Microsoft 365, but it is not designed to stop every attack. Device code phishing can give an attacker a valid Microsoft 365 ...
Microsoft 365 Cybersecurity Incident Response

Microsoft 365 Incident Investigation Playbook for SMBs

By  Admin    | 21 September 2026
When a security incident occurs, leadership needs more than alerts. They need answers. What happened? Which systems were affected? Was data exposed? What actions should occur ...
Microsoft Copilot AI Communication & Collaboration Productivity & AI Licensing & Cost Control Modern Workforce & Productivity Microsoft 365 Sourcepass MCOE

How to Use Copilot, Facilitator, and Loop in Teams Meetings

By  Nicole Walker    | 15 September 2026
The first five minutes of every recurring meeting get spent reconstructing the last one. Someone hunts for notes, someone else recaps from memory, and the actual agenda starts ...

Let’s Elevate Your IT Strategy

Secure your clients' data, support your team, and modernize your systems—all with one trusted partner.