|
Call Today (888) 252-2990
IT Support Services
View All
Obsessive Support®

The hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs

Managed Infrastructure

Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone

Managed Security

Best in class security to protect your firm’s data and technology

Microsoft Resource Center

Tips, advice, and industry insight from our team of accountants and business owners to yours.

We’re here to help. Contact us for a consultation.
Application Hosting
View All
QuickBooks Online

Bypass the wait time and access Visory’s Obsessive Client Support®

Quickbooks

Take your business to new heights with Visory’s flexible QuickBooks hosting solutions

Sage

The same Sage you work in every day, only better

GoldMine

An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs

Tax

Revolutionize your next tax season with added efficiency and mobility

3rd Party Applications

Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server

Cloud Platforms

Access affordable enterprise-grade hosting solutions with none of the IT burden

Watch your firm grow with the ultimate ease of access, security and flexibility.
Managed Services
View All
Managed Security

We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance

Managed Infrastructure

We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to

Obsessive Support®

Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.

Let’s talk about keeping your business and your data secure.
Cybersecurity
View All
Managed Security

We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance

Zero Trust

Security that ensures everyone granted access is who they claim to be

Awareness Training & Testing

Educate and train your most important last line of defense – your people

End Device Protection

Protection where people and their machines intersect

Multifactor Authentication

Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.

Email Filter

A different approach to protecting emails

Single Sign-on

Secure single sign-on access for a connected world

Backup

Backup your data for business continuity and compliance

SecureCloudDrive

Keep everyone on the same page. Any user, every device.

SASE

Secure connections for all your users, devices and networks

Written Information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

No firm is too big or too small for a data breach or a cyberattack. Let’s talk about your security.
Compliance
View All
Tax & Accounting

IRS 4557 and the FTC Safeguards Rule

Other Businesses

Complying with state and federal privacy regulations and more

Written information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Awareness Training & Testing

Educate and train your most important last line of defense — your people.

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

Contact us to learn more about how we keep your business safe and in compliance
QB Desktop, QBO

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

O365

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Liscio

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Knowbe4

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Sentinel One

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Lorem Ispum Dolor Software CTA
Case Study

Swizznet’s QuickBooks Hosting for Business Takes Pennsylvania Nonprofit to the Cloud

Client
Pennsylvania Advocacy and Resources for Autism and Intellectual Disabilities
Project
SUCCESS STORY
Industry
Nonprofit

Headquartered in Lemoyne, the Pennsylvania Advocacy and Resources for Autism and Intellectual Disabilities represents service providers in every region of the Commonwealth of Pennsylvania. A membership-based organization, PAR’s mission is to build the capacity of the private sector to support Pennsylvanians with autism and intellectual disabilities.

PAR handles its bookkeeping and basic accounting needs internally, but several of its employees work from home. It uses an outside payroll company and has an accounting firm on call for its annual audits. It also has some unusual nuances to its bookkeeping system, such as a process for enabling scholarships for professional meetings.

The Challenges
In the wake of the economic downturn, PAR was short-staffed and still reliant on an outdated server stack with an offsite system administrator for its network needs. Data storage was problematic, requiring tapes to be manually switched. Although a consultant managed to overhaul the network so that it was multi-user, security then became an issue as it went back and forth between single- and multi-user to accommodate remote workers.

“In order to share secure files with those offsite, we had to use QuickBooks routed through a virtual private network,” bookkeeper JoAnn Reitz explained. “Because 99 percent of our invoicing is done electronically, this slowed down our workflow considerably due to a sluggish network. We eventually determined that the only way to do invoicing efficiently was from the main office – not an ideal situation if someone needed to work remotely.”

Then came the classic “silver lining” scenario. When PAR was notified it was losing its lease, it was the organization’s chance to make a change in its IT system. Although the staff’s first task was to find a way to keep PAR running smoothly, the second priority was to eliminate its outdated server tower and the need for an out-of-state administrator to make any network changes.

“The possibility of losing our office space gave us just the motivation we needed to find a solution that allowed us to become less dependent on hardware and remote IT personnel,” Reitz said.

The Solution
After researching several product offerings, PAR selected Swizznet’s QuickBooks Hosting for Businesses as the ideal solution for meeting its needs. Swizznet’s hosting and online accounting solution ties the versatility of Intuit’s QuickBooks with Citrix’s technology and the reliability of the Swizznet network for fast, secure online access to any file or application. With Swizznet’s QuickBooks Hosting for Business, all employees – 6075 California Ave SW, Seattle WA 98136 swizznet.com | in**@sw******.com 1.855.795.5767 onsite and remote – can stay connected for collaborative efforts and can connect to the cloud 24/7 via any computer or mobile device.

“Moving to Swizznet was the first step in being less IT dependent,” Reitz explained. “With our previous system, people were spending a lot of time trying to complete IT tasks they didn’t fully understand. Now, Swizznet’s technical support team replies in a timely manner with real can-do help.”

Reitz added that Swizznet’s knowledge, response time and seamless integration have been a pleasant surprise. “The initial migration to the Swizznet platform went very smoothly,” Reitz said. “I came in one morning and everything was ready to go. Now our staff has reliable real time access to our files and a fantastic support team from Swizznet to answer any questions they may have.”

The Results
Although PAR is using Swizznet’s platform, the organization has not kept analytics that compare the before-and-after benefits; still, Reitz points out that, as PAR’s bookkeeper, she no longer relies on IT support, but feels well supported by Swizznet’s on-call customer service staff. She also feels that the Swizznet platform’s security is more than adequate for the organization’s needs.

“Because there is no VPN, Swizznet makes the experience of working at home the same as working from the office,” she said. “Multiple users are not an issue. Best of all, when a new technology is introduced, there is usually a learning curve for the team. But with Swizznet, we have the ability to call or do online tutorials to solve our problems.”

Want to learn more?
We’re here to help

Keeping up with the demands of the ever-evolving world of technology and cybersecurity can be a challenge – but that’s our job, not yours. We’d welcome the opportunity to talk with you about your needs and how we can help you find a way forward.

Or Call Us Today at (888) 252-2990
Services Used in this Case Study
hide_mod
Related Case Studies
hide_mod
INSIGHTS
What We’re Saying
hide_mod
NEED HELP NOW?
Live Customer Support

If you’re a Visory client with a question or concern, don’t wait – reach out to us! Our team is here to bring thoughtful resolution to your issues quickly.

Copyright ©2024 Visory. All rights reserved.