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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 Accounting Firms
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.
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Clients
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CSAT Score
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.