Welcome to Visory

RightSize Solutions is now part of Visory

We have joined forces with True North Networks to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.

Welcome to Visory

True North Networks is now part of Visory

We have joined forces with RightSize Solutions to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.  

Welcome to Visory

Swizznet is now Visory

Our parent company name has changed, but our hosting services, solutions and Obsessive Support® have not. 

|
Call Today (913) 396-4600
IT Support Services
View All
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

We’re here to help. Contact us for a consultation.
Application Hosting
View All
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
View All
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
View All
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

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

No firm is too big or too small for a data breach or a cyberattack. Let’s talk about your security.
Compliance
View All
Tax & Accounting

IRS 4557

Other Businesses

Complying with state and federal privacy regulations and more

Contact us to learn more about how we keep your business safe and in compliance
QB Desktop, QBO

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

O365

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Liscio

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Knowbe4

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Sentinel One

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Lorem Ispum Dolor Software CTA

As accountants and their clients evolve their businesses to support the next normal, cyber threats are close behind. Even small firms are a prime target due to the sensitive financial data they can access. The potential cost of a data breach is far-reaching, both in terms of direct costs and indirect impact to a firm’s reputation.

Many companies are realizing it’s a good idea to protect their business with cyber insurance coverage, but it’s still not clear how to price premiums or protect against the total cost of a data breach, and there’s a massive imbalance between global cyber insurance premiums and potential covered losses insurance companies might need to pay out (HBR).

What this means is cyber insurance companies are risk-averse when it comes to accepting customers. Like other forms of business insurance, they require customers to meet specific cyber insurance coverage requirements to qualify. In this post, we’ll look at these security practices and explain they are beneficial for protecting sensitive client and firm data.

Multi-Factor Authentication

While the bulk of attacks (83%) against the Financial sector directly compromised personal data, 32% of data breaches were credential attacks (Verizon 2021 Data Breach Investigations Report). Once attackers possess credentials like passwords or user IDs, they can then access your systems to install ransomware, erase business-critical information, or steal sensitive data.

Multi-factor authentication (MFA) protects systems in the event of compromised credentials by requiring multiple forms of authentication, such as a password, a code sent to another device, or asking questions only the user can answer. Cyber insurance companies increasingly require MFA around email, network access, and admin access because it significantly minimizes the damage organizations incur in the event of stolen credentials.

Cyber insurance companies increasingly require MFA around email, network access, and admin access because it significantly minimizes the damage organizations incur in the event of stolen credentials.

Some forms of MFA require you to buy technology, such as a USB authentication device, but most forms are simple, inexpensive, and only require an extra step at login.

Cloud Network Firewalls

In the early days of the internet, many organizations installed firewalls to protect their networks. These firewalls were physical devices that sat adjacent to the router and filtered malicious or unwanted traffic. These are obsolete now that businesses use cloud infrastructure to store critical data and run their applications. They’ve been replaced by cloud firewalls, which act like physical firewalls in how they filter traffic but are hosted in the cloud.

Cloud firewalls are available as a subscription and integrate with the cloud infrastructure you use to host data and applications. They scale to handle increased traffic, and offer network security as well as on-premise infrastructure.

End-to-End Encryption

Whenever a client sends you files or you collaborate with your colleagues online, you have to transmit that data between your system and their system. This means the data is potentially vulnerable to interception or tampering by a third-party while it’s in transit.

End-to-end encryption (E2EE) protects against this by encrypting data before it leaves the sender, then decrypting it once it arrives. Prying eyes can still see the data while it’s in transit, but they won’t be able to read it.

Many online messaging services like WhatsApp use E2EE, which has caused controversy since it prevents authorities from monitoring these platforms. It’s important to note that most email is not protected by end-to-end encryption, so it’s critical to find a way to transmit critical data through methods other than email.

Train Your Staff to Be a Human Firewall

Cybersecurity brings to mind technology, firewalls, and sophisticated hacking techniques, but often the most vulnerable aspect of organizations is the human side. A single click on a single bogus email can give malicious actors access to your critical systems and data. It’s key to train your staff to be aware about phishing and other ways they may inadvertently expose sensitive data to external parties.

Be sure to train your employees about the techniques most applicable to your firm. For example, if you offer outsourced CFO services, train employees on the protocol around approving transfers or payments. This can help stop attackers who have gained access to your client’s systems and are attempting a fraudulent transfer.

Meeting Cyber Insurance Coverage Requirements with Managed IT Security by Swizznet

We’ve covered some of the most common criteria insurance companies require. Even if you choose to self-insure rather than buy cyber insurance, these steps can help secure your organization against attackers so they’ll look for an easier target.

Many accountancies lack the in-house skills and resources to develop a comprehensive security program. They’re in the business of accounting, after all, which is why Swizznet is bringing its combined decades of IT and security experience together into SwizzStack.

SwizzStack is our new IT-as-a-Service offering. It can help you meet the requirements for cyber insurance and build a comprehensive IT management program for your firm, without the expense of an in-house IT department.  We recently helped halt a ransomware attack on a client in the construction space, and are enthusiastic about helping protect your data and systems as well.

Contact the Swizznet sales team to start developing a Stack for your firm.

View this Article as a PDF
THOUGHT LEADERSHIP
What We’re Saying
Nov 11th, 2022
10 Tips to Improve the Security of your Firm
1) Survey your technology environment 2) Update your cybersecurity policies 3) Emphasize cybersecurity training 4) Encourage active participation & awareness 5) Use encryption 6) Set
Nov 11th, 2022
Visory Named 2022 Corporate Partner of the Year by Financial Planning Association -Dallas/Fort Worth Chapter
Chesterfield, MO – Nov. 11, 2022 – Visory, a provider of technology management, cybersecurity and hosting solutions for the wealth management, accounting and construction industries,
Oct 26th, 2022
Cybersecurity Risk Survey
Take stock of your firm’s current security posture, identify key areas of risk, and assess your appetite for exposure. Swizznet’s Cybersecurity Risk Survey helps to
Oct 26th, 2022
RightSize Cyber-Chats, cybersecurity and technology issues facing financial advisors.
Welcome to RightSize Cyber-Chats, a new series of candid conversations about the most pressing cybersecurity and technology issues facing financial advisors. On each episode of
Oct 26th, 2022
RIA Spending to Rise with SEC’s Cybersecurity Proposed Rule’.
The Securities and Exchange Commission may soon have a heavier hand in registered investment advisor firms’ cybersecurity policies. The SEC voted last month to propose
Sep 28th, 2022
Why did we Build SwizzStack, and What is it?
At the beginning of 2022, Swizznet rolled out a new offering called SwizzStack (you see what we did there?) and we wanted to give you
Sep 27th, 2022
Three Steps for Mitigating Accounting Cyber Threats to Prevent Tax Season Attacks
If you think the middle of tax season “is not the time” to proactively improve your firm’s cyber security protocols, you may be playing right
Sep 19th, 2022
Four Steps to Lock Down Your Firm’s Security and Compliance Priorities
We’re coming up on almost six months since the last Scaling New Heights conference, but I still vividly remember the moment at that event when
Sep 11th, 2022
Swizznet Prevents Ransomware Attack Against Construction Company
It started out as a quiet Tuesday. Then, halfway into his second cup of coffee, Swizznet’s Security Engineer was alerted to suspicious activity occurring inside
Copyright ©2022 Visory. All rights reserved.