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
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Undoubtedly, you’ve heard about the new SEC Cybersecurity rules. While being compliant is essential to avoid penalties, regulatory actions, or reputational damage, there are other important reasons to ensure you have a robust and complete cybersecurity and IT foundation in place.
Client Protection:
Cybersecurity incidents can lead to the loss or compromise of sensitive client data, financial fraud, or identity theft. By preparing for the cybersecurity rule, an RIA demonstrates its commitment to protecting client information and reducing the risk of such incidents.
Legal Liability:
In the event of a cybersecurity breach, RIAs could be held legally liable for any harm caused to clients. Compliance with the SEC rule strengthens an RIA’s defense in potential legal disputes and helps mitigate liability risks.
Enhanced Reputation:
Demonstrating proactive cybersecurity measures can enhance an RIA’s reputation and instill confidence in clients. Clients are increasingly concerned about the security of their personal and financial information, and choosing an RIA that prioritizes cybersecurity can be a competitive advantage.
Operational Continuity:
Cybersecurity incidents can disrupt business operations, leading to financial losses and reputational harm. By implementing the necessary cybersecurity measures and protocols outlined in the SEC rule, an RIA can enhance its resilience and ensure business continuity in the face of potential threats.
Evolving Threat Landscape:
Cybersecurity threats are constantly evolving, and the SEC rule aims to keep up with these changing risks. By preparing for the rule, an RIA can stay ahead of emerging threats, adapt its cybersecurity practices, and mitigate vulnerabilities
Industry Best Practices:
The SEC’s cybersecurity rule establishes a framework of best practices for protecting client information. By adhering to these practices, an RIA can align itself with industry standards and demonstrate a commitment to cybersecurity excellence.
In summary, preparing for the new SEC cybersecurity rule is essential to comply with regulatory requirements, protect client information, mitigate legal and reputational risks, and maintain operational continuity in an increasingly digital and threat-prone environment.
To help you with implementing a robust cybersecurity plan for your firm, download our SEC Cybersecurity Rules Prep Timeline here.
You’ve Been Breached — Now What?
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
