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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

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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

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.
Compliance
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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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Lorem Ispum Dolor Software CTA

Did you watch the eclipse yesterday? Here in Kansas, we were in the path of totality and got to experience the total solar eclipse. It was amazing.  And because we never stop thinking about our clients, here are a few parallels between the total eclipse and cybersecurity at your RIA.

  1. Protection is essential. For your eyes during an eclipse, and for your RIA 24/7.
  2. Misinformation leads to injury. In the hubbub leading up to the eclipse, we heard rumors like, “it’s okay to watch an eclipse through a camera lens” or “backwards through a mirror.” Misinformation was rampant. The worse thing about misinformation is that it can be harmful and result in serious injury…just like misinformation about cybersecurity.
  3. Price-gauging occurs. We saw eclipse-viewing glasses for sale for $1, and the same glasses for $10! We also saw the price of flights skyrocket. Just like eclipse-merchandise-vendors, some IT and cybersecurity vendors will take advantage and price unfairly when creating and implementing a cybersecurity plan. (At RSS, we will help you develop a plan that maximizes cost-efficiency.)
  4. It only happens rarely, but…a full eclipse puts the world into darkness and upsets the equilibrium of nature. Birds stop singing, bats begin hunting and mosquitos start biting. It’s just like how a security breach would upset the equilibrium of your business—only the ramifications of a security breach last much
  5. It brought people together. Neighbors and friends gathered to watch the eclipse together. Cybersecurity can bring your company and employees together…through training, education and implementation. United humans are the best line of defense against cyber-breaches!
  6. We knew it was coming. While the specifics of the eclipse were far easier to predict than a cyberattack on your business, we knew it was coming. Even though we don’t know the exact whens and hows of a future breach at your RIA, a multi-faceted plan, will help you be prepared and protected.

Rare events like the eclipse was beautiful, but a security breach at your business won’t be. Let’s talk about how to keep your business from going dark.

INSIGHTS
What We’re Saying
Nov 20th, 2024
Tax Season Readiness: Implementing the Security Six for CPA Firms
As tax season approaches, safeguarding sensitive client information should be a top priority for every CPA firm. The IRS recommends the Security 6, a set
Nov 19th, 2024
How CPA Firms Can Prepare for the Busy Tax Season
Tax season is always a hectic time for CPA firms, with tight deadlines, heavy workloads and strict compliance rules. To make this year smoother, focus
Nov 12th, 2024
Navigating the IRS WISP and Global Cybersecurity
Cybersecurity can feel overwhelming, especially with the growing number of regulations like the IRS Written Information Security Plan (WISP). But don’t worry—you’re not alone. Join
Nov 11th, 2024
Cybersecurity for RIAs: Navigating a Shifting Landscape Unaffected by Election Outcomes
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
Oct 9th, 2024
Data Breach Survival Guide for Accountants
In our digital world, the safety of your clients’ sensitive information hinges on your vigilance and preparedness. It’s more than a responsibility—it’s a cornerstone of
Oct 8th, 2024
The True Cost of Cybersecurity Threats in Construction
Visory partnered with the American Institute of Constructors (AIC) to bring you this critical webinar: The True Cost of Cybersecurity Threats in Construction. We covered
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