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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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Lorem Ispum Dolor Software CTA

Ten years ago, there was a totally different IT landscape for RIAs than there is today.

Your IT environment was centralized. Once it was up-and-running, it worked and you didn’t have to touch it. Unless something broke, your system chugged along, employees could log in, and when they went home for the weekend, they logged out until Monday.

Now, the appeal of technology’s advancement is undeniable: work from any device, anywhere, anytime! But with employees accessing different cloud-based software from different devices and locations, it’s a whole new world from an IT perspective.

The more decentralized your environment becomes, the more your employees are directly involved in dealing with IT issues themselves. Everyone’s computers used to be part of the same network; now there’s no longer a centralized environment. Especially with the popularity of web-based (cloud) applications, each device is now essentially its own environment—and that means a lot more devices, situations and people to manage.

The fact is, software as a service is driving more RIAs to deal with IT issues they never had to deal with before.

Why you can’t rely on your apps alone

You don’t have a choice. Devices and applications update all the time and you can’t control how each update will affect everything else. Sometimes the applications, browsers and devices don’t mesh very well. Guess what? The developers of your cloud-based applications don’t care if their updates are compatible with your browser. They are focused on features and functionality—and less focused on what problems might happen when you incorporate them into your networking environment.

This comes with major issues.

Who solves your IT problems when they arise?

Where is the problem? With a device, browser or app?

If your email quits working, where do you start to look for the problem? Who’s going to handle it? What about lost files? Slow PCs? Ransomware? Backups? Viruses?

Are you expecting your associates to handle IT?

Change is inevitable. You can’t stop it, and avoiding it only makes you vulnerable. What you can do is let us deal with it for you. At RightSize Solutions, we handle your IT so you and your employees can focus on what you do best.

INSIGHTS
What We’re Saying
Apr 30th, 2024
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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,
Jan 29th, 2024
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
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Empowering RIAs: The Crucial Role of SOC 2 Type II Certified Cybersecurity Vendors
The dynamic world of financial services mandates robust cybersecurity measures, especially for Registered Investment Advisors (RIAs). Partnering with SOC 2 Type II certified cybersecurity vendors
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,
Jan 8th, 2024
Why Accountants Should Budget for Managed IT: Embrace Efficiency and Security in the New Year!
As we usher in 2024, it’s time for accounting firms to rethink and revitalize their operational strategies. This January 17th, join Mandy Sullivan, Sam Schuemacher
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