Pure Source helps Accounting Firms improve workflow, collaborate, and securely share information with clients.
From collaboration and workflow with MS 365 to robotic process automation that frees up your team while also improving accuracy, Pure Source delivers solutions that grow your accounting firm.
We don't just fix things when they break: we manage your technology 24 hours a day so you lose less time to computer problems and we strategically design systems that help your firm grow.
Here are a few of the services that Pure Source provides for Accounting Firms.
You know how critical your accounting firm's computers are to your ability to deliver for your clients.
You may not have a big IT budget but you still need to keep everything running. Between Windows updates, software updates, virus protection and more, it can be overwhelming.
And all it takes is one mistake. One missed update. One forgotten software patch or anti-virus setting.
We take care of all of this for you. We monitor and manage your computers, mobile devices and networks so you can focus on serving your clients instead of managing technology.
Every team works differently. Whether you need to share documents and work on tasks with each other internally, or need to share files with external vendors and clients, we can tailor a collaboration solution for you.
Are you still spending unnecessary time mailing and messengering documents for review and collaboration?
Maybe you're using Google Workspace or Dropbox or some other file-sharing system for this. That approach works but it's totally outside of your firm's workflow and security policies, so it creates yet another island of information and, even worse, another set of security risks and potential compliance issues.
We create secure digital workspaces you can use to share sensitive information, collaborate on tasks, and to communicate in real-time while fitting into your workflow, security, and compliance needs.
Remote, distributed and hybrid workers need the same level of protection, collaboration, technology management and compliance as your on-site teams.
In many ways, these workers present increased security risks.
Without the ability to enforce your company's security policies, and manage your worker's remote devices, your business is at risk of losing time, money and clients due to any compromise of a remote device.
There's a better way: We specialize in technology management for hybrid and remote work environments.
We leverage tools like Microsoft InTune and automated remote monitoring and management to keep your remote and hybrid workers safe and productive, and to keep your business safe.
It's critical that you safeguard client data and comply with regulations regarding retention and audits.
Since IT risks constantly evolve, it's difficult for your firm to handle IT risk assessment and proactively defend against them.
Pure Source's Cyber Resilience Framework helps your firm meet your required security standards, prevent loss of productivity and avoid reputational damage through cybersecurity, training and proactive monitoring and threat defense.