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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.

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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

3rd Party Applications

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.
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

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
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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

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.
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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
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In the intricate world of accounting, the security of sensitive financial data is not just a necessity; it’s the cornerstone of trust and professionalism. With the rise in digital dependency, accounting firms are increasingly at risk of cyber threats, making robust security measures more crucial than ever. We are excited to announce our upcoming webinar: Accounting Firm Security: Real Experiences and Lessons Learned.


Security in Accounting: A Non-Negotiable Imperative 

Accounting firms handle a plethora of confidential data daily. The security of this data is pivotal to maintaining the integrity and trustworthiness of these firms. In our upcoming webinar, we delve into why stringent security is indispensable in today’s digital-first world. 

Understanding the Gravity of Security Neglect 

Our webinar will kick off with a hard-hitting overview of what happens when security takes a backseat. We’ll explore real-world consequences and bring to light the critical nature of cybersecurity in the accounting domain. 

EDR – Your Shield Against Cyber Threats 

What is EDR (Endpoint Detection and Response), and why is it crucial for accountants? We’ll dissect this technology and demonstrate how it’s a game-changer in preempting and combating cyber threats. 

Horror Stories from the Accounting World 

Get ready for some eye-opening real-life stories. From phishing emails to disgruntled employees wiping out customer files, these tales are a cautionary reminder of what can go wrong and how it can impact an accounting firm drastically. 

Visory’s Role in Fortifying Your Defenses 

Visory doesn’t just offer an EDR solution; it offers peace of mind. Learn how their proactive approach can protect your firm from looming cyber dangers, ensuring that you’re always a step ahead. 

The Importance of Regular Backups and Secure Document Storage 

Backups aren’t just a safety net; they’re a necessity. We’ll share harrowing tales of data loss and how regular backups and secure document storage can be lifesavers for your firm. 

Empowering Your Team: The Human Factor in Cybersecurity 

We emphasize the critical role of employee awareness in creating a security-conscious culture. Regular training can transform your staff into the first line of defense against cyber threats. 

Conclusion: Cultivating a Culture of Security 

Our webinar will wrap up with a recap of the discussed horror stories and the pivotal lessons learned. We’ll reinforce the importance of proactive security measures and how cultivating a security-conscious culture within your accounting firm is not just beneficial but essential. 

Don’t Miss This Opportunity 

Join us on December 13th for an enlightening session that promises to transform your approach to cybersecurity in accounting. To secure your spot, click here. Prepare to equip your firm with the knowledge and tools it needs to thrive securely in the digital age. 

Secure Your Firm’s Future Today 

In a world where cyber threats are ever-evolving, staying informed and prepared is your best defense. We look forward to your participation in this essential webinar, where securing your firm’s data is our top priority. 

INSIGHTS
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Cybersecurity is one of the few regulatory areas that enjoys bipartisan support, which highlights just how essential it is for registered investment advisors (RIAs) to
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