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

As of August 24, 2021, there were 669,130 actively licensed CPAs in the United States. It’s a safe assumption to say that not one of them would describe the busy season – roughly January through May – as easy by any stretch of the imagination. Add in a little economic insecurity and a continuing pandemic, and you get a tax season we’d all prefer to file away.


New rules, regulations, and restrictions aside, there are steps every CPA and accountant can take – whether you work with a big firm or have your own practice – to prepare for the upcoming tax season.

1. Reassess Your Processes

First and foremost, review the past tax year, reassess what did and didn’t work, and adjust as necessary, whether that means additional tax preparer training or moving to a virtual-only return process.

Start by evaluating your digital solutions for sending and receiving client documents. About 152.47 million tax returns were filed in the 2021 tax filing season and, of those, 140.86 million were submitted to the electronic filing system – with tax professionals preparing 75.9 million of them. Reassess how you’re sending documents (engagement letters and organizers) as well as how you’re using electronic signatures and secure portal solutions to help clients who are looking for access to those documents.

Next, take a look at the overall client experience and ask yourself the following questions:

  • How do you schedule appointments?
  • How do you communicate and send documents?
  • Where were bottlenecks during the last tax season?
  • How can you better suit your clients and your staff?

Identifying key areas for improvement shows you adjustments that need to be made and gets everyone aligned and on the same page.

2. Ensure Cybersecurity and Compliance

As much of the world shifts to remote work, industries are demanding new, more stringent cybersecurity and compliance standards to keep their businesses protected. Look at it this way – it’s not an inconvenience, but a service to your clients. Staying compliant helps prevent fraud and data breaches, and neither you nor your clients want to get near any of that.

To make sure you’re doing all you can to work securely, follow the IRS “Security Six” to ensure client information is never compromised. This includes implementing the following:

  • Antivirus software and setting it to automatically update so you’re always current.
  • Firewalls that protect your computer or network from malicious or unnecessary network traffic and malware
  • Two-factor authentication as an added line of defense
  • Backup software/services so you have copies of all your files
  • Encryption that turns data on computers into unreadable files for unauthorized users
  • A written data security plan, which is required by the U.S. Federal Trade Commission’s safeguards rule.

For more details on security best practices, check out this resource, which details Swizznet’s approach and thinking on the topic.

3. Specialize Your Practice

Consider adding Client Accounting and Advisory Services (CAAS) that upgrade your business from a “bookkeeper” to a strategic partner. This has become a much higher priority in light of the pandemic – we’re all standing on new territory, and clients place a high importance on tax professionals with the know-how to help them find their footing. Of course, taking this approach means specializing to become a trusted expert in a particular field, but the benefits can be significant. If you specialize, you gain clients who recognize you as a reliable tax expert in your chosen industry or market segment and the ability to make deep relationships with those clients.

Chances are, you did a little bit of advisory work during the past year due to the impact of the pandemic, and it’s not a bad idea to lean further into it if you have the resources. You’re not going to go from general firm to culinary gastropub accounting giant overnight, but adding advisory services makes you stand out to clients who work in the specific groups you choose to serve, which can make your business more profitable and more competitive in the long run.

4. Revisit Your Client List

Just as you reassess your processes, it’s also important to take time to look at your client list to proactively head off any issues. While you would like to think every client is wonderful and just a dream to work with, the reality is that there are always “problem” clients. Did they come in on April 14 and demand immediate service? Were they disorganized in a way that caused you to waste time and resources?

Now is the time to weigh the pros and cons of “problem” clients and either cut ties with them before they take up more of your time or let them know of new (to them) policies that will hopefully head off any issues this time around. It might be hard to have that conversation, but removing the more problematic clients from your roster opens up time to work with high-value clients and results in less stress — which is something every accountant and CPA can appreciate.

5. Determine Your Capacity

While most CPAs and accountants accept that working crazy hours a few months of the year is the norm, it’s not healthy and leads to burnout. We know this going in, but every year we say that we can “take on one more client” when, in reality, it’s not doing us any favors.

Instead of booking your team to overcapacity, take some time to determine what additional staffing you need now and work to build your capacity so that you know if you need to hire, delegate, or outsource where appropriate and when possible.

Another idea is to consider hiring someone to only interact with clients, make appointments, and make sure tax forms are moving through the process in a timely way. This frees you up from the administrative process – which we know can be both time-consuming and tedious – and frees you up to actually do the returns in a more manageable fashion.


6. Prepare for the Next Busy Season

As we’ve said over and over – you know you’re going to be busy, but it can still feel like things are out of control when you’re in the midst of it all. Get started early with certain processes when possible, such as testing out new technology, sending out engagement letters, and ensuring you have all you need for the 1099s and W-9s so you’re not scrambling at the deadline.

Proactively schedule when you plan to do certain tax returns based on what you know about the client. Not only does this keep you from overloading yourself past capacity, but this allows you to better communicate with clients about when their tax return will be processed and finished.

If possible, pace out how much needs to be done each day, and ensure they’re all done at least a week prior to the deadline. While this is contingent on getting materials from clients on time, which is always a challenge, let them know the time frame and that, if they’re late with tax documents, their return will be bumped and completed as time allows.

7. Remote Is Here to Stay

Remote work is more prevalent than ever for CPAs and accountants, which means there are many new opportunities enabled by cloud technology. Data indicates that most firms foresee a rise in remote work that will remain in place going forward. Building and supporting the infrastructure required for a remote workforce has become a critical aspect of the business, and it’s important to consider for firms that want to attract top talent.

Tax software is a vital tool for remote professionals in the industry, but it’s not the only tool you should consider. To become remote capable and, more importantly, remote successful, there are numerous considerations that need to be undertaken carefully. When you’re ready to find out how your firm can successfully transform to a digital practice, Swizznet is here to make that a reality. Contact us today to learn more about cloud hosting for accountants.

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
Jun 13th, 2024
Revolutionizing Accounting with AI: Insights from Dawn Brolin
The integration of AI into our workstack is not just innovative; it’s essential for staying ahead. Dawn will share her invaluable insights on how AI
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
Apr 11th, 2024
Q&A with Visory’s Director of Cybersecurity
Join us for an enlightening webinar designed specifically for accountants, featuring an exclusive Q&A session with Tammy Jutras, Director of Cybersecurity at Visory, and Liz
Mar 12th, 2024
Cybersecurity 101: The Basics Explained
The media hype and the sheer volume of information around cyber-security and cyber attacks, can be really overwhelming. We get it.  That’s why we are
Mar 12th, 2024
How Well Are You Protected Against Cyber Threats? Take our 5-Minute Cybersecurity Assessment.
We’re continuing our back to the basics cybersecurity series with a short assessment; no sensationalism, no fearmongering, no guilt – just the facts.  Our first
Copyright ©2024 Visory. All rights reserved.