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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

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Tips, advice, and industry insight from our team of accountants and business owners to yours.

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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

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Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server

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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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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)

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Tax & Accounting

IRS 4557

Other Businesses

Complying with state and federal privacy regulations and more

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In the fast-evolving world of accounting technology, cybersecurity and data management are paramount. Dawn Brolin, a respected CPA and an innovative thought leader in the accounting sector, understands this well. Her curated Starting Lineup of essential accounting apps features Visory, a pivotal tool that specializes in secure hosting and cybersecurity solutions.  

Dawn appreciates Visory for its robust security features, noting, “With Visory SecureWorkplace®’s cybersecurity solution, data protection and Obsessive Support®, you get the reliability and security for accounting firms to safeguard against cyber threats, ensuring operational continuity and peace of mind for both you and your clients.” 

The Importance of the Starting Lineup 

The modern accounting practice is more than a numbers game; it’s a complex operation requiring top-notch security and seamless data handling. Dawn Brolin’s Starting Lineup, including Visory, addresses these needs by equipping firms with tools that are as protective as they are productive. “Just as a well-coached team needs the right defense strategy, our lineup ensures that every piece of client data is safe and sound,” Dawn explains. 

Overview of Dawn Brolin’s Starting Lineup 

Workplace security & hosting 

As a cornerstone of the lineup, Visory SecureWorkplace®  offers accounting-industry specific cybersecurity and hosting services, ensuring that all apps and data in the lineup are secure and continuously accessible. 

Tailored specifically for accounting businesses, Visory offers a comprehensive suite of cybersecurity services that safeguard your operations. Our offerings include secure QuickBooks hosting, protected cloud drives, and customized IT support, designed for optimal compliance and data security. Visory’s security solutions help accountants design a security program that complies with both IRS 4557 and the FTC Safeguards Rule. 

Practice Management Solution 

Financial Cents is easy-to-use practice management software built specifically for accounting and bookkeeping firms.  

Financial Cents makes it easy to create a seamless workflow across your accounting team. You can seamlessly track client work, assign work to team staff and collaborate, manage capacity, and stay on top of deadlines, all in one place. 

Client Management 

Liscio, the #1 Client Experience app for accountants, provides a secure digital space for firms and their clients to collaborate seamlessly. With features such as secure messaging, electronic signatures, task lists, and personalized tax organizers, Liscio ensures the utmost security and efficiency in client interactions. Firms using Liscio experience higher client retention rates, increased referrals, and save up to 40% of the time spent on administrative tasks. Additionally, Liscio integrates seamlessly with SmartVault, email, and other apps via Zapier, further enhancing its functionality and convenience.  

Document Storage 

SmartVault, a cloud-based document management and client portal platform tailored for accounting professionals, offers over 15 years of industry experience and serves over 3 million users. SmartVault centralizes all documents in a secure, accessible repository, facilitating better collaboration between teams and clients. It covers every aspect of document management workflows, including automated document collection, custom PDF form builders, secure file sharing, eSignature capabilities, and more. With 24/7 secure remote access and integration with leading tax software, SmartVault increases operational efficiency while addressing data security and regulatory compliance challenges. Testimonials from SmartVault users highlight its significant impact on improving processes, increasing efficiency, and providing peace of mind. 


Positioned at second base, it processes daily ecommerce transactions that Visory protects through continuous security monitoring and data encryption. 

Untangle the accounting for your multi-channel ecommerce and retail clients with Bookkeep! With automatic accrual-based summary journal entries posted to QuickBooks Online, Xero or Zoho Books or Sage Intacct while you sleep, accurately recognizing the revenue, sales tax, fees, and deposits from platforms like Shopify, Square, Amazon, PayPal (and many more!) has never been easier. Take a free today at 

Financial planning and analysis 

At third base, Jirav offers strategic financial insights, with Visory ensuring that all integrated data handling is conducted within a secure framework. 

Launch and nurture successful Financial Planning & Analysis Advisory Services with best practices from 4,000+ companies and accounting firms using Jirav‘s all-in-one budgeting, forecasting, dashboards, and analytics solution. We’re a preferred solution provider of  

Reasonable compensation 

RCReports offers immediate insights into Reasonable Compensation for closely held businesses, providing tax advisors, valuators, and forensic accountants with accurate calculations. By incorporating industry, legal, and IRS criteria, as well as proprietary salary data intelligence, RCReports helps clients maintain compliance, minimize risk, and maximize payroll tax savings. Built on IRS methodologies, RCReports ensures accuracy and credibility, offering peace of mind during the calculation process. 

With RCReports, professionals can streamline workflows, offering clients comprehensive insights into Reasonable Compensation and equipping them with strategic recommendations based on robust data analysis. 

How Visory Complements Other Apps 

Visory not only excels in its primary role of providing cybersecurity solutions but also enhances the functionality of other apps in the lineup. For instance, its integration with SmartVault allows for an end-to-end encrypted document storage solution, making it virtually impregnable. Similarly, its collaboration with Liscio ensures that all client communications are conducted over secure channels, protecting both the firm and its clients from potential data breaches. 

Dawn Brolin’s Starting Lineup exemplifies the synergy between leading accounting tools and robust security measures. Visory is proud to serve as the protective backbone of this lineup, ensuring that every other app operates in a secure, optimized environment. This integration not only safeguards operations but also boosts confidence among clients and firms alike. 

Ensure your accounting firm’s security and operational continuity with Visory. Visit our website to learn more about our SecureWorkplace® solutions or contact us directly for a comprehensive demo. Let Visory be your firm’s guardian, securing your digital landscape while you focus on growing your business. 

What We’re Saying
Apr 30th, 2024
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