IT Support Services
View All
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
View All
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
View All
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.
View All
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.
View All
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

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy


Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy


Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy


Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Sentinel One

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Lorem Ispum Dolor Software CTA

There are different ways for uploading documents on SharePoint. The most common ways include uploading a new document from your computer, uploading multiple documents at once, and uploading a document to a specific site. 

Uploading a new document from your computer 

  1. To upload a new document from your computer, navigate to the specific site where you want to upload the document.  
  2. Click on the documents tab  
  3. From there, click on “Upload” and select “Files” or “Folder,” depending on whether you want to upload a single file or a folder containing multiple files.  
  1. if you want to create a new file, select ”New” and then select which type of document you would like to create.

SharePoint supports a wide range of file formats, including Microsoft Office documents, PDFs, images, videos, and audio files. 

Editing documents 

  1. To edit a document in SharePoint, simply click on the document you want to edit. This will open the document in the appropriate application (e.g., Word, Excel, PowerPoint).
  1. If you would like to edit it in the desktop version, click on “Editing at the top right-hand corner and then select “Open in Desktop App”

SharePoint allows multiple users to collaborate on a document simultaneously. When a document is being co-authored, changes made by each user are automatically synced in real-time. 

Viewing and restoring version history of documents 

SharePoint automatically tracks and saves versions of documents as they are edited. This allows users to see the changes made to a document over time. 

To restore a previous version of a document, navigate to the document’s version history and select the version you want to restore. 

Sharing documents  

Sharing a document with specific users or groups  

To share a document with specific users or groups, navigate to the document, click on “Share,” and enter the email addresses of the users or groups you want to share the document with.

Setting permissions on a document or library 

You can also set permissions on documents or folders to restrict access to certain users or groups. 

Creating a link to share a document 

SharePoint allows you to create a link to share a document with others. Simply navigate to the document, click on “Share,” and select “Create Link.” 

Document Management Best Practices 

Being able to find the documents you are looking for can save you so much time. Here are some best practices for document management that can help.  

  1. Naming conventions for documents: It’s important to establish a consistent naming convention for documents to ensure easy searching and organization. 
  2. Organizing documents into libraries and lists: Documents should be organized into libraries and lists based on their content and purpose. 
  3. Creating custom metadata fields: Organizations can create custom metadata fields to further organize and categorize documents. 
  4. Using labels and tags for easy searching:

Labels and tags can be used to identify and categorize documents for easy searching. 

What We’re Saying
Apr 30th, 2024
Secure and Streamlined: How Visory Powers Dawn Brolin’s Premier Accounting Apps Lineup 
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
Feb 6th, 2024
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
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
Dec 14th, 2023
Secure Your Business this Holiday Season with Adopt Technologies, a Visory Company
dopt Technologies, a Visory Company, wants to ensure your business remains secure in today’s ever-evolving digital landscape.  In IT cloud computing, “cybersecurity” has become synonymous
Copyright ©2024 Visory. All rights reserved.