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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

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

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

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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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Watch your firm grow with the ultimate ease of access, security and flexibility.
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Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.

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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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Managed Security

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

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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

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

Email Filter

A different approach to protecting emails

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Secure single sign-on access for a connected world

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Backup your data for business continuity and compliance

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

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Secure connections for all your users, devices and networks

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

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

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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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O365

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Visory Secure Office 365/Microsoft 365

Addendum to Customer’s Master Services Agreement

This Visory Secure Office 365/Microsoft 365 Schedule is an addendum to the Customer’s Master Services Agreement with Visory. In the event of any conflict between the terms of this schedule and the terms of the Customer’s Master Services Agreement, the terms of this schedule shall prevail.

1.     Service Description

Visory provides Office 365 (O365) and Microsoft 365 (M365) to customers, enabling them to access a range of productivity and collaboration tools, including email, calendar, contacts, tasks, and more. Visory’s services are based on the Microsoft CSP License Terms, ensuring compliance with Microsoft’s terms and conditions. Visory’s team of experts provides support and guidance to customers, helping them to get the most out of their O365 and M365 subscriptions.

2.     Service Offers

    1. Managed O365 As a managed service provider, Visory takes on the responsibility of administering the Customer’s Microsoft tenant, users and licenses. This includes managing user accounts, assigning and managing licenses, and configuring services and settings to meet the Customer’s needs. Visory’s team of experts works closely with the Customer to ensure that their Microsoft environment is optimized for their business requirements, providing ongoing support and guidance to help them get the most out of their Microsoft subscriptions. This service is only available for Visory Secure Support customers.

    1. Monthly or Annual Licensing Options Visory offers flexible licensing options for O365 and M365, with the choice of monthly or annual terms. Customers can choose the option that best suits their needs and budget. With monthly licensing, customers have the flexibility to add or remove licenses as their needs change, while annual licensing provides cost savings for customers who can commit to a longer term. Annual licensing terms do not allow for the removal of licenses if staffing numbers decrease until the annual renewal period. Both options are based on Microsoft’s licensing terms, ensuring compliance with Microsoft’s requirements.

3.     Rates and Fees

Rates and Fees will be specified in the Customer’s order.

The Monthly Fee Per User is billed in advance and Customer agrees to pay at the beginning of each calendar month for Service that month.   If committing to an annual term for O365 or M365 licensing, Customer must buy out the remainder of the Microsoft licensing term to Visory as the Microsoft Partner of Record before the tenant shall be released from Visory’s management.

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