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
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
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

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.
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

With 72% of tax-filing adults in the US expressing some level of concern over their personal data being compromised when they file taxes, accounting professionals need to carefully consider threats connected to software, hardware, and communications channels.

It’s difficult to quantify the impact of a cyberattack, but any attack must be considered a dangerous data breach. Accountancies are attractive targets as even the smallest firms possess valuable sensitive client data that cybercriminals can use to steal identities, create fraudulent tax returns, or drain life savings.

In this post we’ll review cybersecurity in accounting and show how cloud hosting is a straightforward way to eliminate threats.

What Are the Biggest Threats to Accountants?

The most common threat to accountants is malicious software, or malware. Around 91% of all cyberattacks start with a phishing email that entices you to open a link or attachment containing malware, according to the IRS. Once you download malware the attacker can steal passwords, track keystrokes, or gain access to sensitive client data in your computer systems.

Viruses

A type of malware that inserts itself in legitimate programs and self-replicates into other programs on the host system.

Ransomware

Malware that restricts access to software or client files until a ransom is paid. Ransomware is increasingly pernicious since attackers can hire a service to perform the ransomware attack, then demand payment in the form of cryptocurrency to keep their identity hidden. An Albany, New York-based accounting firm was hit with one such attack in December 2019. The attackers breached the firm’s computer network for three days before the firm noticed. They exposed confidential data of some of the accountancy’s healthcare clients, including names and dates of patients, and blocked access to the firm’s files.

Phishing

A type of cyber attack where an attacker masquerades as a legitimate organization or individual to dupe victims into opening a link or attachment that contains ransomware. In early 2021, the IRS warned tax professionals of one such email phishing scam that claims to be from “IRS Tax E-Filing.” The email asks tax professionals to reply with a copy of their driver’s license and Electronic Filing Identification Number (EFIN). The thieves could use this information to file fraudulent tax returns. The IRS also warns of a phishing scheme where cybercriminals pose as a potential client then send an email with an attachment they claim is their tax information, but in fact is malware.

How Does Malware Enter Your System?

Office technology and staff behavior can present potential gateways for hackers and their malware. Proactive steps must be taken to close vulnerability gaps.

Vulnerable technology

Computers, laptops, smartphones, and wireless networks present exposure risk for accountancies. Client data stored on devices could be jeopardized if attackers gain access to the device by infecting it with malware. Using public WiFi networks to share work files also leaves them open to attackers, as public WiFi is notoriously vulnerable to hackers.

SMS

SMS texts lack end-to-end encryption, so if hackers attack the network used to send your messages, they can read the contents and steal sensitive data. Cell phone services including Verizon, T-Mobile, and US Cellular store the contents of texts for a period of time, presenting another layer of vulnerability. This means SMS is not a secure way to share sensitive client information.

Weak security at the email recipient’s end

Many email programs, including Gmail, automatically encrypt messages stored on their server. However, if your recipient’s email provider does not support encryption, your message could be exposed as it travels to their computer. Robust email security requires end-to-end encryption.

Weak passwords

Password reuse and weak passwords remain one of the most common cybersecurity vulnerabilities. Password manager NordPass found that the two most common passwords of 2020 were “123456” and “123456789.” Each of these passwords can be cracked in under a second using easily available password cracking software. Another danger is using the same password across websites. If a hacker cracks the password on one site, they may gain access to other accounts where you use the password.

Poor staff training

With the rise of remote work, cybersecurity training gains an extra level of complexity and importance. Employees often use the same devices for work and their personal lives, which creates potential security risks. They may use public wifi, which potentially exposes their devices to hackers. And they may not be aware of the basics of accounting cybersecurity.

Cloud-Hosted Accounting Software Resolves Common Security Issues

It’s critical, even mandatory, to develop a comprehensive security plan for your organization. But you’re not a cybersecurity expert — you’d rather devote your time to growing your business and solving problems for your customers.

A cloud-hosted accounting platform can counteract these threats. Sharing client data in a secure cloud environment is more secure than sending files through email. It helps keep data out of smartphone and laptop storage where it’s more susceptible to attack. A seasoned cloud hosting provider supports your move to a digital workplace while freeing you from the headaches associated with maintaining your IT stack.

To read more about how Swizznet’s secure, enterprise-grade hosting helps you serve clients virtually while protecting their data, read our Tech Matters data sheet.

For a deeper look at top security threats accountants are facing and what you can do about it, download our ebook here.


Wes Stillman, Chief Executive Officer, RightSize Solutions 

“Really understanding the industry you serve is the only way to fully leverage technology.”

After 30+ years of managing technology in high-level positions, Wes began RightSize Solutions in 2002 because wealth management firms needed a technology partner who really understood their needs. More than 13 years later, he remains committed to understanding every nuance of his clients’ businesses.

Prior to founding RightSize Solutions, Wes’ clients included major airlines, broker dealers, trust companies, health care providers, community banks and other financial institutions. He has held high-level positions at National Advisors Trust Company, FSB, Comdisco, Midwest Consulting Group (Senior Consultant and Yellow Technology Services (Director of Technology).

A technology pioneer in every sense, Wes is regularly quoted as a subject matter expert in industry publications and also speaks to small and large groups on topics such as cybersecurity, cloud-based environments and leveraging technology.

About RightSize Solution 

A sister company in the Swizznet family, RightSize Solutions is headquartered in Lenexa, KS. Our company roots date back to 2002 and our focus is exclusively in the wealth management community. As a leading provider of IT Management and Cybersecurity, RightSize Solutions helps firms navigate the promise of technology to gain greater flexibility, lower costs and increase productivity. A hybrid of customized technology, proactive management and unrivaled service, we keep your systems securely running and your business soaring.Your blog post content here…

View this Article as a PDF
THOUGHT LEADERSHIP
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.