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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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Does your advisory have more than one office?


Whether your firm has grown organically or merged, remote offices can pop up quickly. Suddenly more employees need to access information from various locations.


In no time, you might be dealing with a thrown-together means of sharing files and information—without much thought to workflow, continued growth, and the biggest issue of all—security. Before you know it, the situation you planned to deal with sooner can be putting the entire firm at risk.


Is your firm using Google Docs, iCloud, Dropbox or GoToMyPC in attempts to coordinate the use of shared files via remote offices? Do you have trouble finding master versions or know who is editing what? While these document vaults and sharing services may solve one problem, they may create many others.


Just because information can be accessed doesn’t mean it’s safe. Depending on the setup, you could be essentially leaving all of your offices unlocked—wide open—for anyone (hackers or even employees) to take anything. If you watch the news (or have seen the acclaimed, Peabody Award-winning TV show, Mr. Robot), you are well aware of the risks.


If you have multiple offices, here are some important questions to consider:


  • Are all offices accessing the same central location—or is information “living” in multiple places?
  • Are there gaps in security at remote offices?
  • Are the right security policies in place?
  • Is inter-office workflow seamless or frustrating?
  • How are new remote offices fitting into the fold?



System-wide security is all about doing things right behind-the-scenes. Your employees should be able to login to one main network from anywhere (and your information should retain complete security at all times). Here are some tips:


  1. No matter what, store all files in one central location. Make sure that remote offices aren’t an excuse to store files remotely.
  2. Ensure that one standard of access and security applies to all offices/access points. The same cybersecurity measures that (hopefully) apply to your main office and cloud environment should be extended to remote offices, wherever they are.
  3. Avoid a situation where remote offices feel like they’re on an island with regards to technology. They will likely be forced to take risks with policies and procedures which will only worsen over time; control them from the get-go.



At RightSize Solutions, we understand that you have one priority at the top of your list—your clients. As our client, your security is our top priority.


Whether you have one office or 1000, your company as a whole will be protected by our uncompromising cybersecurity measures. As growth happens, new offices will be equally as protected as existing ones.


Has your RIA grown? If cybersecurity has fallen down the priority list, we can help.

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