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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.

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Quickbooks

Take your business to new heights with Visory’s flexible QuickBooks hosting solutions

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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

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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

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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

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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.
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Tax & Accounting

IRS 4557

Other Businesses

Complying with state and federal privacy regulations and more

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O365

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Liscio

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Knowbe4

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Lorem Ispum Dolor Software CTA

In today’s digital landscape, CPA firms in Phoenix require a comprehensive technology partner that can address their diverse needs. Adopt Technologies, a Forbes-recognized and SOC Certified MSP, is a trusted partner that understands the unique challenges faced by CPA firms. We provide tailored managed services, including remote workforce management, end-point management support and services, and a 24/7 help support desk, to empower CPA firms in Phoenix and drive their success.

Expertise in Accounting Industry: At Adopt Technologies, we have a deep understanding of the accounting industry and the specific challenges faced by CPA firms. With years of experience working closely with CPA firms in Phoenix, we have developed industry-specific knowledge and expertise. Our team is well-versed in the software applications commonly used in the accounting profession, such as QuickBooks, Xero, and Lacerte. This expertise allows us to provide specialized support and solutions tailored to the needs of CPA firms.

Seamless Transition and Onboarding: Transitioning to a new technology partner can be a daunting task, but with Adopt Technologies, the process is seamless and stress-free. Our dedicated team will work closely with you to ensure a smooth transition, including assistance with data migration, software setup, and employee onboarding. We understand the importance of minimal disruption to your operations, allowing you to focus on serving your clients while we handle the technology side.

Robust Data Security and Compliance: As a SOC Certified MSP, Adopt Technologies places the highest priority on data security and compliance. We adhere to the rigorous standards set by the American Institute of Certified Public Accountants (AICPA) to ensure the utmost security for your clients’ financial data. Our comprehensive approach includes advanced encryption, multi-factor authentication, regular security audits, and comprehensive compliance measures. With us as your technology partner, you can trust that your clients’ data is protected.

Remote Workforce Management: In today’s dynamic work environment, managing a remote workforce is critical. Adopt Technologies specializes in remote workforce management, offering advanced solutions and strategies to ensure seamless collaboration, secure access to data and applications, and efficient remote communication. We enable your CPA firm to adapt and thrive in the remote work era while maintaining productivity and data security.

End-Point Management Support and Services: Efficient end-point management is essential for CPA firms to ensure the security and performance of their devices. Adopt Technologies provides comprehensive end-point management support and services, including device provisioning, configuration, monitoring, and maintenance. We ensure that all your end-points, such as desktops, laptops, and mobile devices, are secure, up-to-date, and optimized for performance, allowing your team to work efficiently and securely.

24/7 Help Support Desk: At Adopt Technologies, we understand that technology issues can arise at any time. That’s why we offer a 24/7 help support desk to address any technical concerns promptly. Our experienced support team is available round-the-clock, 365 days a year, to provide immediate assistance and resolution to any IT-related issues. With our reliable support desk, you can have peace of mind, knowing that help is just a phone call away.

As a Forbes-recognized and SOC Certified MSP, Adopt Technologies is the complete technology partner for CPA firms in Phoenix. With our expertise in the accounting industry, seamless transition and onboarding, robust data security and compliance measures, remote workforce management solutions, end-point management support and services, and 24/7 help support desk, we empower CPA firms to thrive in the digital landscape. If you’re a CPA firm in Phoenix seeking a trusted technology partner, visit our website at www.adopttechnologies.com to learn more about how Adopt Technologies can transform your technology infrastructure and drive your firm’s success. #AdoptTechnologies #MSP #ManagedServices #CPAFirms #Phoenix #SOCCertified #ForbesRecognition #RemoteWorkforceManagement #EndPointManagement #DataSecurity #Compliance #24x7Support

INSIGHTS
What We’re Saying
Mar 12th, 2024
Cybersecurity 101: The Basics Explained
The media hype and the sheer volume of information around cyber-security and cyber attacks, can be really overwhelming. We get it.  That’s why we are
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How Well Are You Protected Against Cyber Threats? Take our 5-Minute Cybersecurity Assessment.
We’re continuing our back to the basics cybersecurity series with a short assessment; no sensationalism, no fearmongering, no guilt – just the facts.  Our first
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The What, Why and How of a Cyber Attack
There is so much information out in the world around cyber-attacks and cyber security; much of the advice is unreasonable for small to medium sized
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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
The Future of AI in Cybersecurity
Artificial intelligence (AI), with its ability to learn, adapt, and predict, has emerged as a powerful tool in the arsenal of both cybersecurity professionals and
Jan 29th, 2024
Cybersecurity Awareness Training for Employees
In the intricate world of digital defense, your employees are the formidable frontline. They can either be the shield that deflects a potential information security
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