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.
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QuickBooks Online

Bypass the wait time and access Visory’s Obsessive Client Support®


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


The same Sage you work in every day, only better


An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs


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.
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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 your data for business continuity and compliance


Keep everyone on the same page. Any user, every device.


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.
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Tax & Accounting

IRS 4557

Other Businesses

Complying with state and federal privacy regulations and more

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QB Desktop, QBO

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Microsoft offers many customizable packages to suit your firm’s needs, and it’s billed per user, so you can have different levels of subscriptions within your company. An example of when this is helpful is if you have a generic info email under your domain that you don’t really need a whole lot of apps for. Microsoft 365 allows you to customize the package for that user and ultimately save you money. Let’s take a look at a handful of the various different user subscription offerings.  

Microsoft 365 Packages 

Business Premium  

This user type offers 1 TB of OneDrive storage. It is the minimum license recommended for accounting firms as it offers security and cyberthreat protection, when configured correctly.  

Services included (Desktop, web, and mobile apps):  

  • Word 
  • Excel 
  • PowerPoint 
  • Teams  
  • Outlook 
  • Exchange
  • OneDrive 
  • OneNote 
  • SharePoint  
  • Access (PC only)  
  • Publisher (PC only) 
  • Intune 
  • Azure Information Protection 

Microsoft 365 E3 

The E3 subscription comes with unlimited OneDrive storage and no cap on users. It also offers some of the top security features available. Apps included everything in the Business Premium plus (Desktop, web, and mobile apps):  

  • Yammer 
  • Viva Connections 
  • Viva Engage 
  • Stream  
  • Sway  
  • Lists 
  • Forms 
  • Visio 
  • Planner 
  • Power Apps 
  • Power Automate 
  • Power Virtual Agents 
  • To Do 
  • Intune 
  • Windows 

Microsoft 365 E5 

Microsoft Office 365 E5 includes all of the features in E3 plan with additional ones such as Advanced Threat Protection for security against business email compromise. All apps from E3 are included (Desktop, web, and mobile apps) plus the following:  

  • Bookings 
  • Viva Insights 
  • Power BI Pro 

Apps for business 

If you are looking for something tailored to small business users specifically, then Apps for Business is ideal. This plan includes a range of commonly used applications such as Outlook, Word and Excel with rights management features bundled in. It allows business users to collaborate efficiently on projects together without compromising on data privacy or security along the way! 

Features included: 

  • Desktop versions of Microsoft 365 apps with premium features 
  • 1 TB of cloud storage per user 
  • Standard security 
  • Anytime phone and web support 

Apps included (Desktop, web, and mobile apps):  

  • Word 
  • Excel 
  • PowerPoint  
  • Outlook 
  • OneDrive 
  • Access (PC only)  
  • Publisher (PC only) 

The difference between Office 365 and Microsoft 365 

Microsoft’s naming conventions have, at times, served as a point of confusion for consumers. Office 365 is a cloud-based subscription for productivity apps like Outlook, Word, PowerPoint and more. Microsoft 365 is a bundle that includes O365 apps as well as many other services including Windows licensing for a PC.. 

Microsoft 365, like O365, offers a variety of plans to meet every business’s needs. For many organizations, Office 365 is all that is needed at the moment because their endpoints are already licensed for Windows. But, with the various different options available as a Microsoft 365 or Office 365 users, firms have the flexibility to find the package that meets their needs, no matter the firm size.  

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