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®

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 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

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

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

Understanding the WISP Requirements

Creating a WISP is an often overlooked but critical component. Not only is a WISP essential for your business and is a good business practice, it’s a requirement as part of your PTIN renewal.

If you’re looking for a WISP template, we’ve got you covered. Click here to access additional resources.

 

SPECIAL OFFER:

Now through the end of 2024, Visory will craft a new your WISP for only $500.
Have an existing WISP? Get your WISP updated in time to renew your PTIN for only $350.

Don’t delay. Sign up for a professional WISP before tax season.  888.252.2990

Name(Required)
Tell us more about your needs:
Hidden
This field is for validation purposes and should be left unchanged.

Visory provides WISP resources specifically for the accounting industry

As part of the PTIN renewal process, tax preparers are required to check the box acknowledging your legal obligation to have a data security plan in place to protect your client's personal data. Visory is here to ensure your needs are met beyond checking the box. We will help you build a security plan starting with a WISP to safeguard your firm and your client's critical data.
WISP Assistance for Accountants

A WISP is not just about compliance. It’s your defense to protect your practice and your client’s sensitive information from:

  • Cyber-threats
  • Client data exposure
  • Data breaches
IRS Cybersecurity WISP Requirements for Tax Preparers: Go Beyond Surface-Level Security

IRS cybersecurity WISP requirements: Security goes beyond just the WISP document. Are you implementing your plan? Do you have device level protection and proactive cybersecurity? Check out what Dawn Brolin has to say!

What is Antivirus Software and why is it Important?

Next-generation proactive endpoint detection and response (EDR) which does so much more than your traditional antivirus. Listen to Dawn Brolin as she highlights some of the differences in this video.

WISP element for tax preparers: Firewalls

#WISP element Number 3: Firewalls. What is it and why do you need it? Listen to Dawn as she breaks down where a firewall fits into a sound security strategy.

MFA is Non Negotiable

#WISP element Number 4: #MFA is non negotiable. That extra layer of protection is more important tan you realize! Ask us how we can use the easy button with your MFA implementation.

Encrypted Backup

#WISP element number 5: implementing a #backup solution that is #encrpyted to protect your sensitive data. Dawn Brolin does a great job explaining how her practice uses backup to provide peace of mind.

Drive Encryption

#WISP element number 6: #driveencryption ensures all your data is encrypted at the drive level. All your data must be #encrypted at rest and in transit. Have questions? Listen to Dawn Brolin

Virtual Private Network (VPN)

#WISP element number 7: what is a #VPN and why do #accountants need it? Listen to what Dawn Brolin has to say about the importance of a VPN for your practice

Testing and Proactive Management

Your #WISP plan: The importance of testing and proactive management. Dawn Brolin shares how she does it

Copyright ©2024 Visory. All rights reserved.