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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

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

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

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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

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Revolutionize your next tax season with added efficiency and mobility

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

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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.
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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

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Cybersecurity
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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

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

SASE

Secure connections for all your users, devices and networks

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Tax & Accounting

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Lorem Ispum Dolor Software CTA

Microsoft Teams is a powerful collaboration platform that enables teams to work together more efficiently. When you first log in to Teams, it is important to get familiar with the basic layout so you can easily navigate the platform and access its many features. 

The Navigation Pane  

The navigation pane is located on the left-hand side of the Teams screen. It provides access to all the teams and channels you are a part of.  

It is organized into three main sections: 

Teams 

This section displays all your teams, including teams you have created and teams you are a member of. You can quickly switch between these teams by clicking on their names. 

Chat 

The chat icon allows team members to have real-time, one-on-one conversations or group discussions in dedicated chat channels.  

Chat vs Teams 

Within these channels, users can send messages, share files, and create group alerts to help keep everyone informed. They can also offers advanced features, such as @mentions, message translation, and inline message translation, which enable users to stay connected and engaged in their conversations. 

Though they are similar, the use cases differ. The Chat icon is tailored towards instant messaging and communication between individuals, while the Teams icon is designed for group collaboration and project management. 

Your Activity 

This section shows your recent activity in Teams, such as recent chats or meetings.  

The Settings and Account Information  

The account information are in the top right corner of the Teams screen. Clicking on your initials or profile picture will open up a drop-down where you can toggle between multiple teams accounts, manage your account, and sign out.  You can also change or set your status from here. 

 
The three-dot icon will take you to your settings page where you can customize your settings for Teams, including setting notifications, customizing your themes, and managing your account. 

Getting familiar with the basic layout of Microsoft Teams is essential to using the platform effectively. Take some time to explore the navigation pane, the main pane, and the settings and account information.  

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