The 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.
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

Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.
We’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
We’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

IRS 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
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SecureCompliance and staying SEC-Ready aren’t about a one-time audit. Threats evolve monthly and regulators expect continuous oversight, clear documentation, and measurable progress. Firms stuck in “snapshot mode” risk gaps in MFA coverage, untested backups, stale accounts, and weak incident response.
This session shows why one-time audits aren’t enough and how to move from audit → remediation → ongoing monitoring. We’ll translate findings into role-based actions, posture trendlines, and dashboards that leadership, IT, and advisors can follow—so you remain SEC-Ready throughout the year.
Join Visory experts Kyle Hendrickson and Claudia Lunsford as they show how SecureCompliance turns one-time audits into an ongoing, SEC-Ready program.
We’ll cover the SecureCompliance framework (controls, policies, training, leadership coaching), posture scoring and trends, quarterly Microsoft 365/Azure reviews (e.g., MFA enforcement), tabletop IR/BCP exercises, phishing simulations, and documentation that stands up to exams.
Register now for From Audit to Action: How SecureCompliance Keeps You SEC-Ready Year-Round Webinar!
Looking for more sessions? See all upcoming webinars and Visory events here.
Understand why one-time audits fall short and what continuous compliance requires to stay SEC-Ready.
See how SecureCompliance turns audit findings into a living program with remediation plans, dashboards, and posture trends.
Map quarterly/annual activities—M365/Azure reviews, MFA enforcement checks, phishing simulations, IR/BCP tabletop exercises—to regulatory expectations.
Align policies, procedures, and technical controls (CIS/NIST-informed) to produce exam-ready documentation for regulators and insurers.
Improve user resilience with role-based training, leadership coaching, and culture change that reduces BEC/phishing risk.
Leave with a quick-start checklist and brochure to raise your compliance score and maintain SEC-Ready status year-round.