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Windows 11

Upgrade to Windows 11 to Avoid Security Risks

EOS for Windows 10 means that Microsoft will no longer provide free software updates, technical assistance, or security fixes for this operating system after October 14, 2025. 

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IT Services

Responsive technical services to support your business and drive growth.

Professional Services

Leverage our team's deep experience to drive key business outcomes and transform your business.

Productivity

Supercharge your productivity and drive collaboration for employees, clients, and vendors.

Infrastructure

High performance cloud and network solutions to accelerate your business.

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Dive into a dynamic calendar of webinars and in-person gatherings designed to illuminate the latest in managed IT services, cybersecurity, and automation.

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Events

Join our team for our insightful
online and in-person events.

Resource Library

Dive into our growing content library and learn how we partner with clients to achieve success.

Industries

Learn how we partner with clients in key verticals to solve challenges and drive growth.

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Chat with a Solutions Specialist to learn about our IT services and solutions.

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INDUSTRIES

Managed IT Solutions for Accounting

Safe. Secure. Reliable.

 

 

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

 

Speak with an Accounting IT Specialist

 

The Technology Challenges
Facing Accountants Today

 

Whether you're a small CPA firm or a multi-location accounting practice, modern challenges can slow down your operations:

Cybersecurity Threats

Growing risks including phishing, ransomware, and insider attacks targeting financial data

System Reliability

Tax season overloads and unreliable infrastructure during peak periods

IT Resource Gaps

Limited internal support, especially in small-to-midsize firms

Technology Fragmentation

Legacy or disjointed systems for practice management, document storage, and client communication

Tool Integration
Issues

Poor connectivity between QuickBooks, tax software, portals, and billing systems

Remote Access Challenges

Lack of secure cloud enablement for hybrid or seasonal staff

IT Solutions & Services
Specifically Tailored to the Legal Sector

 

Our plans include high-impact IT services to provide you with an efficient, cost-effective, and responsive IT experience.

Cybersecurity & Compliance

 

24/7 threat detection and endpoint protection

Multi-factor authentication (MFA) and email encryption

Audit trail documentation for SOC, IRS, and GDPR compliance

Phishing simulations and staff cybersecurity training

Cloud Migration & Infrastructure Modernization

 

Transition on-premise systems to secure, compliant cloud environments

Scalable resources that support tax season surges

Virtual desktops and secure remote work capabilities

System Integration & Workflow Automation

 

Seamless integration of accounting platforms, client portals, CRM, and billing

Process automation for file management, client onboarding, and reporting

Document version control and eSignature integrations

Help Desk & vCIO Services

 

On-demand support during tax season and beyond

Strategic IT planning to align your tech stack with business growth

Proactive patching, updates, and user support to reduce downtime

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

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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.

Webinars Tech Stack Disaster Recovery

[Webinar] From Downtime to Data Loss: Why Upgrading Aging ...

By  Courtney Noonan    | 2 July 2025
Is your business running on outdated hardware that’s slowing you down—or worse, putting your operations at risk? About this Webinar Aging servers and unsupported systems can lead ...
Security Awareness Training Industry - Insurance Cybersecurity Data Protection

Cybersecurity for Insurance Providers: Staying Ahead of Fraud

By  Julia Nolan    | 1 July 2025
In the insurance industry, sensitive customer information and large financial transactions make cybersecurity a top priority. Increasingly sophisticated threats exploit ...
Security Awareness Training Security & Compliance Industry - Engineering Cybersecurity Data Protection

How to Avoid Intellectual Property Theft for Engineering Firms

By  Julia Nolan    | 30 June 2025
Intellectual Property (IP) encompasses the unique designs, technical drawings, simulations, and patented technologies that engineering firms develop. These digital assets are the ...

Let’s Elevate Your IT Strategy

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