|
Call Today (888) 252-2990
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

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

Liscio Client Communication

Liscio mobile app streamlines client communications and makes security automatic.

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.
Cybersecurity
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 with Visory and industry-leading KnowBe4.

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

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.
Compliance
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

O365

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

Liscio

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

Knowbe4

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

Because of the current work environment, many CPA firms and small-to-medium-sized businesses are looking for a sustainable way to bring their Sage or QuickBooks software to a virtual environment.

Forward-looking organizations saw the benefit of working remotely, including increased productivity and collaboration. However, it can be difficult to create a fast and secure virtual experience similar to that to which you are accustomed.

This post will examine the challenges businesses face as they look for ways their team members and clients can access everything and work together at the same time. We’ll cover two legacy ways for accessing QuickBooks or Sage in the cloud. Then we’ll introduce how an environment that brings the full power of hosted accounting software to an anytime, anywhere workspace.

What Is Hosted Accounting Environment?

Accounting virtual desktops allow team members or clients to securely access their full desktop versions of applications of QuickBooks or Sage where they can collaborate on files simultaneously in a remote environment.

Two Legacy Ways for Accessing QuickBooks or Sage Remotely

Traditionally there have been two ways to connect remotely to a client’s files and applications: a software-as-a-service (SaaS) version of accounting software or remote access tools like GoToMyPC.

SaaS Versions

SaaS solutions like Sage Intacct and QuickBooks Online offer similar convenience and access as the Hosted Accounting Environment. However, these SaaS versions are different from the desktop versions of QuickBooks or Sage you are used to, so they are not ideal if you’re looking for the customization and features available with the full desktop versions.

Remote Access Tools

Remote access tools like GoToMyPC take another approach and actually log you into a client or colleague’s computer. You have access to the full version of their Sage or QuickBooks software, along with every file on their system. These tools were designed to allow users to remotely access their own computers, so using them to access other people’s accounting files brings obvious security and privacy concerns.

With remote access tools, speed can be sluggish because you’re working against the target Internet connection and the speed of their computer. Remote access requires the target computer to be available, so if it goes to sleep you’ll need to turn it back on. Further issues can arise when you’re working across platforms, such as accessing a Windows desktop from a MacBook.

Both of these options get the job done in the sense that they allow firms, employees, and clients to access files and work together at the same time. However, neither solution is ideal if you’re looking to bring the full power of desktop Sage or QuickBooks to a secure, shared environment that works the same as the desktop version.

If neither of those strategies is a good fit, a third option allows you to bring your desktop license to the cloud: the hosted accounting application.

How Hosted Applications Work

Hosted applications in accounting work by creating a virtual environment to run QuickBooks or Sage, and advanced tools like Citrix enable secure access and collaboration. With a hosted application, you gain access to the full version of QuickBooks or Sage in a remote environment.

If you have an IT background, you can do this yourself. However, for most businesses, it’s easier and more cost-effective to rely on an expert like Swizznet to set up and manage the hosted applications.

How Hosted Account Environments Work

With a hosted environment solution, users log into their environment where everyone within the organization can work at the same time. Due to the sophisticated and managed hosted infrastructure, performance, security, and privacy are dramatically improved. Plus, additional productivity apps like Bill.com, T-Sheets, and QVinci can be supported, as well as robust backup support. Finally hosted environments provide added layers of protection from cyber-criminals through firewalls, encryption, and threat detection measures.

Hosted accounting environments are ideal methods to facilitate remote work. This option gives users all the benefits of familiar desktop software plus anytime, anywhere access. Unlike the other remote options, a hosted environment provides the security, backups, and IT support to free you to work on what matters most to you: growing your business and serving your clients.

Ready to give Swizznet a test drive? Contact us for a complimentary live demo to see for yourself how our accounting virtual desktop works.

INSIGHTS
What We’re Saying
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
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.