|
Call Today (888) 252-2990
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

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
View All
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
View All
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.

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 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
View All
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
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

Cyber fraud is on the rise, with high net worth individuals natural targets due to their wealth and the level of exposure that attracts. More so than other, high net worth individuals have broader circles of “Associated Persons” e.g., financial advisors, accountants, lawyers, etc. to whom they transmit financial information over emails and other communication channels. While Associated Persons don’t have direct responsibility for their client’s cyber protection, sharing best cyber practices with your clients is at best assisting with your fiduciary obligations and at a minimum, demonstrating your interest in helping to protect their identity and confidential information.

You may wish to share these five tips with your clients to help them keep safe:

1. Enlighten clients on the impact of sharing on Social channels.

Social media has provided a platform to share personal information with nearly no limits. Over exposing personal infomration enables criminals to keep track of activities which can be used to perpetrate fraud or create profiles that mimic a clients’ persona.

2. Advise clients to consider layered controls. You may not be able to influence how frequently your clients change passwords or other basic safeguards, but providing common sense tactics might resonate well. Examples of layered protection may include encouraging clients to only use a designated home-based computer for logging into financial sites. Another example is creating a throw-away email account for one-off online interactions to reduce SPAM (and phishing attempts) in a primary account. Or paying for online transactions with a low limit credit card only vs. a debit card, can also reduce liability. Encouraging these types of actions can raise awareness and provide a layered approach to being cyber safe.

3. Guard home network connections. Phones, PCs, and even appliances are susceptible to cyber crimes. Networks like Bluetooth and WI-Fi are common and especially vulnerable. Securing networks with passwords only is not enough; it is advisable to encrypt them with firewalls and also make them undiscoverable.

4. Avoid public WI-Fi networks for sensitive data transmittal. Unencrypted networks allow hackers unrestricted access to any unsecured devices. Everything you do can be tracked, and passwords, as well as credit card and financial details, may be easily stolen. Resist the need to check bank balances until back on a secure network or VPN.

5. Recognize children are most vulnerable. Monitoring and restricting their social media use, limiting what they post online as well as having a good understanding of the applications used in the household are necessary steps to curb these concerns.

It’s important for your clients to recognize that as technology continues to evolve, so does cybercrime. Most fraud is aggravated by the use of poorly secured networks and poor human awareness and lack of proper decision making.

INSIGHTS
What We’re Saying
Jun 11th, 2025
Your Firm’s Biggest Cybersecurity Risk? YOU!
What you need to know! Accounting pros, listen up! You are THE most valuable target for cybercriminals—because you hold the keys to your clients’ financial
Jun 4th, 2025
Cybersecurity for RIAs: What You Need to Know (and Do Next)
As an RIA, you’re held to a fiduciary standard when it comes to your clients’ investments—but that same duty applies to how you protect their
May 29th, 2025
Managed IT, Cybersecurity and Compliance: Protecting your RIA and Clients
As the regulatory and threat landscape evolves, RIAs must navigate increasingly complex cybersecurity risks while ensuring compliance with SEC regulations. This webinar, hosted by Visory
May 19th, 2025
Imperial Contracting Expands Partnership With Visory, Adopts SecureCompliance and Modern Hosting Platform
Phoenix, Ariz. — May 20, 2025 — Visory (visory.net), a leading provider of IT and cybersecurity solutions, today announced the renewal and expansion of its
May 14th, 2025
Protect your Firm from Cyber Threats Before it’s too Late
Cybercriminals are actively targeting accounting firms, and the risks have never been higher. From ransomware attacks to business email compromise (BEC) and data breaches, hackers
May 7th, 2025
Construction Pros: Your Inbox Could be the Biggest Jobsite Risk
In today’s digital landscape, Business Email Compromise (BEC) is one of the most financially devastating cyber threats facing companies, and it’s only getting more sophisticated.
Copyright ©2025 Visory. All rights reserved.