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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.
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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
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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
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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.
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Tax & Accounting

IRS 4557

Other Businesses

Complying with state and federal privacy regulations and more

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Written Information Security Plan (WISP)

Understanding the WISP Requirements

Creating a WISP is an often overlooked but critical component. Not only is a WISP essential for your business and a good business practice, the law requires you to  have one.

Limited-Time Special Offer: Get your WISP skillfully designed for only $300 until April 15, 2024, when you purchase one of Visory’s EDR security packages.

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

Need help writing your WISP? Don’t forget about our special offer: Get your WISP skillfully designed for only $300 until April 15, 2024, when you purchase one of Visory’s security packages.

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!

Don't delay. Sign up for a professional WISP before the tax season

A solid WISP is your shield also against menacing data breaches that could hurt your practice. Sounds daunting? Relax, we’ve got your back. We’re ready to craft a tailored WISP, so you can get back to doing what you shine at. Visory is rolling out an unbeatable deal – a professionally crafted WISP for only $300 when you purchase one of Visory’s EDR security packages. Signup by April 15th to take advantage of this limited offer.

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Looking for a WISP Template?

We’ve got you covered. Click here to access additional resources such as our WISP template and additional FTC Safeguards Rule guidelines.

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

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