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IT Support Services
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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
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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
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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

Let’s talk about keeping your business and your data secure.
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

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

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

IRS 4557

Other Businesses

Complying with state and federal privacy regulations and more

Contact us to learn more about how we keep your business safe and in compliance
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O365

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What is OneDrive 

OneDrive is Microsoft’s cloud-based storage service that allows users to store, share, and access their files and documents from anywhere at any time. With OneDrive, you can store files like documents, photos, videos, and music, and access them from any device with an internet connection. Its seamless integration with Microsoft Office makes it easy for users to open, edit, and save files across various devices.  

OneDrive offers different plans and features to cater to the varying needs of individuals, families, and businesses. Its easy-to-use interface, automatic backup features, and security measures make it a convenient and reliable cloud storage option for millions of users around the world. 

 Navigation pane  

To navigate OneDrive effectively, it’s important to learn the basics. The Navigation pane serves as your home base for finding files and folders. 

  • Categories within the Navigation pane include:  
  • My Files (containing all your files and folders) 
  • Shared (including the files others have shared with you as well as those you’ve shared with others) 
  • Favorites (providing access to starred documents) 
  • Recycle bin (housing deleted files and folders) 
  • Shared libraries (featuring files from recently visited Teams and SharePoint sites) 

Toolbar  

The Toolbar is another important aspect, allowing you to:  

  • Create new files or folders with the “New” option 
  • Upload files or folders with “Upload” 
  • Change how you view your files with the “Sort OneDrive for Business Sort” and “View OneDrive for Business View” buttons 

Benefits of OneDrive 

The benefit of using OneDrive is that it provides a secure and reliable place to keep your documents, photos, and videos. With OneDrive, you can easily share your files with others, collaborate on projects, and work on documents simultaneously. It also allows you to access your files from any device, including your tablet, phone, or desktop computer.  

With OneDrive, you never have to worry about losing your data as it automatically backs up your files and keeps them safe. Plus, it is easy to use and navigate, making it an excellent choice for both personal and professional use. 

INSIGHTS
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