Welcome to Visory

RightSize Solutions is now part of Visory

We have joined forces with True North Networks to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.

Welcome to Visory

True North Networks is now part of Visory

We have joined forces with RightSize Solutions to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.  

Welcome to Visory

Swizznet is now Visory

Our parent company name has changed, but our hosting services, solutions and Obsessive Support® have not. 

Call Today (913) 396-4600
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

We’re here to help. Contact us for a consultation.
Application Hosting
View All

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 help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance

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 with multiple verification checks on identity, reduce the risk of compromise, prevent cyberthreats

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

We’re kicking off accounting’s favorite time of the year: tax season (cue the memes). Accountants aren’t the only busy people. The financial data surrounding returns makes the industry a prime target for cyber criminals.

Bad actors are evolving their methods. Modern attacks range from calls from fake IRS agents, to spear-phishing emails that trick recipients into downloading ransomware. The goal of these attacks is often to steal identities, submit fraudulent returns, and collect refunds.

Even smaller firms have access to sensitive data of high net worth individuals, so it’s critical for all accountants to create a tax season security plan. In this post, we’ll cover the most common vulnerabilities to be aware of while preparing and filing taxes, and introduce ways to utilize your technology and human capital to prevent data breaches.

Understand the Ways Cyber Criminals Try to Swindle Consumers

Phishing, and Its Variants

You’re likely familiar with phishing emails: ones that appear to come from a legitimate sender like “IRS Tax E-Filing.” Most phishing emails are caught by spam filters, but professional cybercrime gangs use social engineering to mount personalized, effective phishing attacks on high-value targets.

This directed form of attack is known as spear-phishing. It has worked even on behemoths like Facebook and Google, who were duped out of $100 million between 2013 and 2015 (CNBC). Spear-phishing attacks can attempt to scam accountancies, businesses, or individuals by tricking them into transferring money to the scammer. They can also be part of identity theft schemes by tricking tax professionals into verifying their EFIN and CAF numbers.

Voice-related phishing (“vishing”) is also on the rise, with 400 vishing scams reported in 2020 (IRS). While phone-related tax scams are overall on the decline, the IRS cautions that it generally contacts people first by mail and will never request personal information by email or text.

Ransomware: One Click Away

Ransomware attacks continue to rise across various sectors including governmental entities and financial institutions. The goal of these attacks is to encrypt data on the target’s systems and require a ransom to restore access. Ransomware typically infects systems through links in phishing emails. Swizznet recently saw such an attack firsthand in a state-based construction company client.

Two Attack Methods, One Common Trait: They’re Easier to Prevent Than Clean Up

Each of these attacks sound simple enough to avoid, but they are lucrative ways for bad actors to breach their targets’ data and infrastructure. Companies who are hit with ransomware attacks often pay the ransom rather than risk losing sensitive data and damaging their reputation. The most common ransomware payment was $10,000 in 2020 (Sophos).

Both phishing attacks and ransomware take advantage of weak systems and human mistakes, so a tax season security plan requires securing technology and training human resources to recognize these attack methods.

Secure Your Technology

Securing data used to mean locking files up in a cabinet inside a secured office. With remote work becoming mainstream, tax information is increasingly dispersed. Team members often use the same device for personal and business activities. This makes it imperative to develop and enforce policies around mobile and BYOD devices. This includes:

  • Keeping software updated on all devices
  • Backing up critical files and software on computers and hard drives
  • Encrypting drives so only authorized people can access sensitive information
  • Using applications with built-in partitions from the rest of the device
  • Using anti-virus software and firewalls
  • Establishing a virtual private network (VPN) for colleagues and clients to use while collaborating remotely

Technology companies are creating sophisticated solutions that combine financial data in a single source of truth, as Wes Stillman, Founder of RightSize Solutions, recently shared on Swizznet’s blog. But often the weakest link is the humans that prepare and submit returns. Let’s explore how to incorporate humans into your tax season cybersecurity plan.

Build a Human Firewall

It may seem impossible to train employees to become part of your cybersecurity defenses. The good news is they don’t need to become experts to play a useful role. It’s key that they understand the most common threats and vulnerabilities in their remote workflows, such as knowing how to spot phishing attacks and avoid downloading ransomware.

Access-based controls are another layer of the human firewall. Develop and enforce policies around strong passwords and multi-factor authentication.

Finally, onboard a dedicated cybersecurity professional, or form a relationship with a cybersecurity firm. Accountants need not take the place of cybersecurity professionals. These professionals can develop customized protocols then enforce them throughout the organization.

SwizzStack: Swizznet’s Contribution to Tax Season Cybersecurity

All this may sound overwhelming — we get it. Security challenges are heating up at the same time as organizations are struggling to fill positions. Who has the time?

After years of hosting QuickBooks and Sage software on the cloud, Swizznet began to see a need among accountants and accounting clients for a more comprehensive solution to their IT needs. One they can rely on for their accounting software as well as broader IT support.

We responded by developing SwizzStack, a full stack of services that includes everything you need to run your IT infrastructure no matter where your team members and clients work. SwizzStack includes our leading cloud hosting for QuickBooks and financial applications.

We customize a cloud environment based on your requirements, all backed with our bank-grade security. Unlike some other options, we host the full desktop version of QuickBooks using Citrix which gives you the same experience you’re used to on desktop.

It’s backed by our 24/7 Obsessive Support® which is available to help with all your IT needs.

If you’re interested in learning more about the security threats facing accountants, CPAs, and bookkeepers, take an in-depth look in this eBook, which you can download here.

View this Article as a PDF
What We’re Saying
Nov 11th, 2022
10 Tips to Improve the Security of your Firm
1) Survey your technology environment 2) Update your cybersecurity policies 3) Emphasize cybersecurity training 4) Encourage active participation & awareness 5) Use encryption 6) Set
Nov 11th, 2022
Visory Named 2022 Corporate Partner of the Year by Financial Planning Association -Dallas/Fort Worth Chapter
Chesterfield, MO – Nov. 11, 2022 – Visory, a provider of technology management, cybersecurity and hosting solutions for the wealth management, accounting and construction industries,
Oct 26th, 2022
Cybersecurity Risk Survey
Take stock of your firm’s current security posture, identify key areas of risk, and assess your appetite for exposure. Swizznet’s Cybersecurity Risk Survey helps to
Oct 26th, 2022
RightSize Cyber-Chats, cybersecurity and technology issues facing financial advisors.
Welcome to RightSize Cyber-Chats, a new series of candid conversations about the most pressing cybersecurity and technology issues facing financial advisors. On each episode of
Oct 26th, 2022
RIA Spending to Rise with SEC’s Cybersecurity Proposed Rule’.
The Securities and Exchange Commission may soon have a heavier hand in registered investment advisor firms’ cybersecurity policies. The SEC voted last month to propose
Sep 28th, 2022
Why did we Build SwizzStack, and What is it?
At the beginning of 2022, Swizznet rolled out a new offering called SwizzStack (you see what we did there?) and we wanted to give you
Sep 27th, 2022
Three Steps for Mitigating Accounting Cyber Threats to Prevent Tax Season Attacks
If you think the middle of tax season “is not the time” to proactively improve your firm’s cyber security protocols, you may be playing right
Sep 19th, 2022
Four Steps to Lock Down Your Firm’s Security and Compliance Priorities
We’re coming up on almost six months since the last Scaling New Heights conference, but I still vividly remember the moment at that event when
Sep 11th, 2022
Swizznet Prevents Ransomware Attack Against Construction Company
It started out as a quiet Tuesday. Then, halfway into his second cup of coffee, Swizznet’s Security Engineer was alerted to suspicious activity occurring inside
Copyright ©2022 Visory. All rights reserved.