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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.

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QuickBooks Online

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

Quickbooks

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

Sage

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

Tax

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.
Cybersecurity
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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

Backup your data for business continuity and compliance

SecureCloudDrive

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

SASE

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

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Complying with state and federal privacy regulations and more

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QB Desktop, QBO

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O365

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Liscio

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Lorem Ispum Dolor Software CTA

Swizznet has expanded its offering of business solutions to include Liscio, the provider of a modern, secure mobile solution for file sharing and client communication that transforms the way accountants and their clients work together.

Swizznet provides outsourced information technology (IT) management and cloud-based technology solutions to accounting firms and small- and mid-size businesses. The company’s robust offering of business solutions includes accounting software and application hosting, CRM tools, IT services management and cybersecurity protection – in particular, SwizzStack, which delivers enterprise-level technology services, security and support.

With Liscio, accountants can securely communicate and exchange information, eSignatures and documents quickly and easily with clients, without needing to go in and out of multiple applications. Clients can scan and send documents as high-quality PDFs to their accountants directly from their smartphones, while Real Time Messaging provides a secure and instant connection. Integrated and compliant eSignature capability allows for capturing signatures directly and securely using a mobile device. Client-facing tasks keep them on track and auto-reminders take the burden of chasing down overdue items off accountants.

Now, firms can purchase and enlist support for Liscio from the Swizznet Obsessive Support® team.

“Swizznet is passionate about offering world-class tools and applications that enable accounting firms and other enterprises to do business easily and securely,” said Bob Hollander, Swizznet president and chief executive officer. “Liscio’s exceptionally high standards for serving clients well and their passion for innovation mirror our own, making them a perfect complement to our offering.”

Swizznet’s client service commitment – its 24/7/365 Obsessive Support® promise – means that businesses of all sizes can expect a premium service experience typically reserved for larger, enterprise-level organizations.

“Liscio offers a new way for accountants to communicate and securely share documents with clients – it’s unlike anything that’s available,” said Chris Farrell, Chief Executive Officer of Liscio. “Swizznet’s outstanding staff and their commitment to service make them a terrific partner.”

Contact our sales team to take the next step in your digital transformation by adding Liscio to your tech stack!

INSIGHTS
What We’re Saying
Jun 13th, 2024
Cybersecurity in the Age of Digital Evolution
Join industry experts from Visory for an empowering webinar tailored specifically for accounting firm owners and accountants navigating the complexities of AI use and remote
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Revolutionizing Accounting with AI: Insights from Dawn Brolin
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Secure and Streamlined: How Visory Powers Dawn Brolin’s Premier Accounting Apps Lineup 
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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 19th, 2024
Empowering RIAs: The Crucial Role of SOC 2 Type II Certified Cybersecurity Vendors
The dynamic world of financial services mandates robust cybersecurity measures, especially for Registered Investment Advisors (RIAs). Partnering with SOC 2 Type II certified cybersecurity vendors
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