IT Support ServicesThe hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs
Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone
Best in class security to protect your firm’s data and technology
Tips, advice, and industry insight from our team of accountants and business owners to yours.
Application HostingBypass the wait time and access Visory’s Obsessive Client Support®
Take your business to new heights with Visory’s flexible QuickBooks hosting solutions
The same Sage you work in every day, only better
An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs
Revolutionize your next tax season with added efficiency and mobility
Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server
Access affordable enterprise-grade hosting solutions with none of the IT burden
Managed ServicesWe’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance
We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to
Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.
CybersecurityWe’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance
Security that ensures everyone granted access is who they claim to be
Educate and train your most important last line of defense – your people
Protection where people and their machines intersect
Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.
A different approach to protecting emails
Secure single sign-on access for a connected world
Backup your data for business continuity and compliance
Keep everyone on the same page. Any user, every device.
Secure connections for all your users, devices and networks
Get started on a robust security plan with a WISP for your business
Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource
ComplianceIRS 4557 and the FTC Safeguards Rule
Complying with state and federal privacy regulations and more
Get started on a robust security plan with a WISP for your business
Educate and train your most important last line of defense — your people.
Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource
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The following is excerpted from Hillary Clinton’s website:
Why did Clinton use her own email account?
When Clinton got to the Department, she opted to use her personal email account as a matter of convenience. It enabled her to reach people quickly and keep in regular touch with her family and friends more easily given her travel schedule. That is the only reason she used her own account.
Let’s agree that Hillary Clinton used her personal email address for work-related matters because of convenience. This wouldn’t be the first time someone has done so.
Be honest. Have you ever done the same thing? Sent a client’s information via a personal email account…because it was more convenient? No matter which way you slice it, convenience is a factor! Your business is fast-paced. Time is of the essence. And the option to send an email quicker from your personal email address—rather than accessing your secure, business email address—can be tempting.
But it’s not worth it.
While the information you send may not be a matter of national security, this negative practice certainly risks someone’s security…most likely yours, your client’s, or both. Even if the information never gets into the wrong hands, emailing personal documents or information via personal email can create idea that you are trying to steal sensitive information and create a world of trouble.
At RightSize Solutions, we believe RIAs (and their teams) should have easy access to their secure work email accounts via their mobile phones and devices so that they never get stuck in a situation where they can’t access it. So they are never tempted to send an unsecure email.
We also believe that in addition to ease-of-access, the proper policies, monitoring and accountability need to be in place to ensure this doesn’t happen at your company.
We can help protect the security of your company and your clients. Let’s talk specifics.
Cybersecurity Solutions and Services
Active monitoring and implementation of cybersecurity protocols and procedures using leading edge technology keeps your business and your data safe and secure.
Managed Services
Rely on our industry expertise to reduce your IT burden and access the best technology solution to help your business grow.
Protect Your Firm from Data Risks
Protect Your Firm’s Future: E-Guide on Cybersecurity and Managed IT for RIAs
Year-End Housekeeping for Accountants
Tax Season Readiness: Implementing the Security Six for CPA Firms
How CPA Firms Can Prepare for the Busy Tax Season
