Rachel Johanson Ivy Yu Thomas Fox

Introduction Located at Northgate Executive Center Strong ties to SPU Established 2011 700 Clients (Individuals/Small Business) Strong ties to SPU Bill - CPA, CFE (Professor at SPU/Chaminade) Eric - CPA, MS Taxation Donovan - CPA (SPU Grad) Services Taxes IRS Representation Bookkeeping Management Consulting

Introduction Data collected Data value Names Addresses Social Security Numbers Net Income Bank Account Information Data value Invaluable Extreme privacy concerns Data breach would cripple business

Hardware Scanner (Input - scan tax document of customer) Upload to the cloud (Processing) Monitor (Show files on the screen) Printer (Output) Do not use USB or mobile device to store information and documents In the company, they mainly uses scanner to scan tax documents to the computer and upload it to the cloud. Each of staff has two monitors and it is easier for them to compare and check numbers. After they collect information from their customers, they will create a report and print it out. Through the observation, employees or employer do not usually use USB Or mobile device to store information or document. They don’t work or open customer’ document outside office.

Software Operating System : Microsoft Windows 7 Application software: NetStaff (Accounting professional software) Software as a service (SaaS) Include Excel, Microsoft publisher, Word, Powerpoint, UltraTax CS 2014 Norton AntiVirus 2016 Mobile apps (Yelp) Website Cloud Based database Store everything in the cloud Do not need to install all the applications on computer The company use window 7 as their operation system. For the application software, they mostly use a software called NetStaff which is an accounting professional software, it is cloud based software. Within the software, it includes excel, microsoft publisher, word, powerpoint, Ultra Tax CS etc. Besides that, I.T person also install Norton software in the computer. For the advertising part, they do have their website and a mobile apps called Yelp to promote their company and capture customers’ attention. In the observation, we found that the company mainly use cloud based database and software to store and edit information. They don’t install software in the hard drive or computer, except antivirus software.

Network

IT Position No designated IT/IS Position Donovan is “sort of in charge of IT” as needed All software is managed by Thomas Reuters Corporation Netstaff CS UltraTax CS No planned hardware/software updates

Website Plain, simplistic Providing information Not attracting new clients No updates No one manages webpage

Security and Privacy Information stored in cloud, not on personal computers/servers Norton Antivirus / firewall No transport of files via flash drives Password protection on computers and cloud-based software Manual lock and key code to enter office

Recommendations Contract IT position Update website Backup hard drive (Encrypted) http://www.seattlecpaprofessionals.com/