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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

Bypass the wait time and access Visory’s Obsessive Client Support®

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

Liscio Client Communication

Liscio mobile app streamlines client communications and makes security automatic.

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

Let’s talk about keeping your business and your data secure.
Cybersecurity
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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

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 with Visory and industry-leading KnowBe4.

End Device Protection

Protection where people and their machines intersect

Multifactor Authentication

Secure access to your data with multiple verification checks on identity, reduce the risk of compromise, prevent cyberthreats

Written Information Security Plan (WISP)

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

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

Other Businesses

Complying with state and federal privacy regulations and more

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QB Desktop, QBO

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O365

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Liscio

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Knowbe4

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Lorem Ispum Dolor Software CTA

Microsoft 365 is a powerful cloud-based platform that offers accountants the ability to stay on top of their complex, time sensitive, and often tedious tasks. This comprehensive suite of solutions provides accountants with an array of tools, analytics, and security measures to help maximize productivity and safeguard against malware/spam attacks.  It includes popular applications like and Outlook, OneNote, OneDrive, SharePoint, and Teams as well as other more common tools like Word, Excel, PowerPoint. 

One of the main benefits of Microsoft 365 is that it allows users to access these tools from anywhere and on any device, as long as they have an internet connection and it is secure! This makes it easy for teams to collaborate and work together, even if they are located in different parts of the world. Swizznet offers a variety of solutions to assist firms. If you are ready to migrate from another system or ready to include managed IT to secure your firm click here to learn how Swizznet can help you.  

App Overview 

Let’s take a look at some of the key features of Microsoft 365 and how they can help improve business productivity. 

Outlook: Microsoft Outlook is an email and calendar application that is widely used for managing personal and professional communication. It includes tools for sending and receiving emails, scheduling appointments, and managing tasks. With Outlook, users can easily stay organized and on top of their schedules. 

OneNote: Microsoft OneNote is a note-taking application that is widely used for organizing ideas, thoughts, and information. It includes tools for creating notes, adding images and other types of media, and sharing notes with others. With OneNote, users can easily capture and organize their ideas in a digital format. 

OneDrive: Microsoft OneDrive is a cloud storage service that allows users to store and access their files from anywhere. It includes tools for creating and organizing folders, sharing files with others, and accessing files from any device. With OneDrive, users can easily access their important documents from any device, as well as collaborate with others on shared files. 

SharePoint: SharePoint is a secure cloud-based collaboration platform from Microsoft that enables teams to store, share, and manage documents in one central location. It provides tools for creating websites, intranets and extranets, blogs, wikis, discussion groups and other tools to facilitate communication and collaboration. It also offers powerful search capabilities for quickly finding the information you need. SharePoint helps organizations work faster by eliminating the need to send files back and forth during the document review process. By allowing users to securely access content from any device or location, it increases productivity with fewer delays. 

Teams: Microsoft Teams is a chat-based workspace that allows teams to communicate and collaborate in real-time. It includes tools for messaging, file sharing, and video meetings, as well as integrations with other Microsoft 365 applications. With Teams, users can easily stay connected with their colleagues and work together on projects in a single, centralized location. 

Word: Microsoft Word is a word processing application that is widely used for creating documents like reports, letters, and resumes. It includes a range of formatting and layout options, as well as tools for inserting images, charts, and tables. With Word, users can easily create professional-looking documents that are easy to read and understand. 

Excel: Microsoft Excel is a spreadsheet application that is widely used for data analysis and management. It includes a range of features for organizing and analyzing data, including pivot tables, charts, and formulas. With Excel, users can easily create reports, budgets, and other types of documents that are based on data. 

PowerPoint: Microsoft PowerPoint is a presentation application that is widely used for creating professional-looking slideshows. It includes a range of templates, graphics, and animations, as well as tools for adding text, images, and other types of content. With PowerPoint, users can easily create presentations that are engaging and visually appealing. 

Microsoft 365 is a powerful suite of tools that can help firms of all sizes improve their productivity and collaboration in a secure environment. Whether

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