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

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

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 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

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

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

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O365

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Knowbe4

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Sentinel One

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Lorem Ispum Dolor Software CTA

Bookings is a powerful scheduling and appointment management tool from Microsoft that helps you efficiently manage appointments, meetings, and events. Whether you’re running a small business, managing a team, or scheduling client meetings, Bookings simplifies the process, making it easier for you and your clients to book and manage appointments. This training guide will introduce you to the basics of using Microsoft Bookings and help you get started with its key features. 

What is Microsoft Bookings? 

Microsoft Bookings is an online appointment scheduling and booking tool designed to simplify the process of managing appointments and bookings for businesses and organizations. It integrates seamlessly with your Microsoft 365 suite, making it easy to set up and use for both internal and external clients. 

Key features of Microsoft Bookings include: 

  • Customizable booking pages 
  • Integrated with your Office 365 calendar. 
  • Easy appointment scheduling for clients 
  • Ability to manage staff and their availability 
  • Automated email confirmations and reminders 
  • Reporting and analytics for better insights 

Accessing Microsoft Bookings 

To access Microsoft Bookings, follow these steps: 

  1. Log in to your Microsoft 365 account (Office 365). 
  2. Go to the App launcher (the waffle icon) located in the top-left corner. 
  3. Scroll through the apps or search for “Bookings.” 
  4. Click on the “Bookings” icon to launch the application.
INSIGHTS
What We’re Saying
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Cybersecurity in the Age of Digital Evolution
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Revolutionizing Accounting with AI: Insights from Dawn Brolin
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Secure and Streamlined: How Visory Powers Dawn Brolin’s Premier Accounting Apps Lineup 
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Don’t Gamble with SEC Compliance: Assessing Your IT Vendor’s Capabilities
Is your current local IT vendor equipped to handle the rigorous demands of SEC audits for Registered Investment Advisors (RIAs)? In today’s complex regulatory landscape,
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Managed Services IT vs. In-House IT: Which is Best for Your Business?
Managed services IT and in-house IT can achieve similar results, but deciding between them is a critical business decision that goes beyond selecting an IT
Jan 8th, 2024
A Secure Start: Why it’s Essential to Review your Cybersecurity Strategies with your Managed Service Provider in the New Year
Reflecting on our cybersecurity strategies is crucial as we usher in a new year filled with possibilities and opportunities. The digital landscape is constantly evolving,
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