1. By CA. Pankaj Deshpande B.Com, FCA, D.I.S.A. (ICA) 1

2.  Auditing  Compliance  Accounting  Advisory / Consulting  Finance  Information Technology  Other 2

3.  Statutory  Non Statutory 3

4.  Income Tax  VAT  Company Law  Excise  Service Tax  PF / ESI 4

5.  Book Keeping  Maintenance of related records  Regular Reporting 5

6.  Accounting  Taxation  Import / Export  Business Development 6

7.  Short Term  Long Term  Liaison with Financial Institutions 7

8.  I.T. System Setup  I.T. System Audit 8

9.  Data Processing  TIN Facilitation Centre  Any Other Relevant / Irrelevant Service. 9

10.  Reducing human intervention and attention in any process.  Ensuring proper documentation. 10

11.  Reducing human intervention and attention in any office process.  Ensuring proper documentation in office. 11

12.  Increase in volume of work  Electronic compliance  Disperse Work Locations 12 Fort Office Borivali Client Vashi Home

13.  Activities  Processes 13

14.  Manual Processes  Electronic Processes 14

15.  Identify the problem areas  Identify the exact problems  Provide solution to the problems  Set process  Monitor the process  Keep on improving the process 15

16.  Without Technology  With Technology 16

17.  Hardware  Software 17

18.  Easy to create, Extremely easy to lose.  Even after theft, it stays with you. 18

19.  Client Data  Own Data 19

20.  Confidentiality  Integrity  Availability 20

21.  Authentication  Non Repudiation 21

22.  Natural Threats  Manmade Threats 22

23.  Computers / Laptops  Application Server  Email Server  LAN, Switches, Modem  Mobile Phones  Fax Machines  EPBX  Scanner  Security & Surveillance 23

24.  Accounting  E-Filing  Client Management  Document Management  Payroll  Knowledge Management  Remote Desktop Sharing  Task Management 24

25.  Tally  Busy  Wings 25

26.  Compu Tax  Tax Base  Genius  KDK  Tax Pro 26

27.  Leads  Contacts  History of Transactions  Appointments  Greetings 27

28.  File Naming System  Filing Locations  Search of Files  Tracking of file versions  Inward  Outward 28

29.  Attendance Marking  Salary Calculations  Leave Records  Statutory Compliance (PF, ESI, PT) 29

30. 30 External Source Internal Source Information Collection Classification Database User

31.  Team Viewer  Ammyy Admin  Show My PC 31

32.  Remote Access  File Transfer  Monitoring 32

33.  System of creating, allotting, viewing and updating all task as per organizational hierarchy. 33

34. 34 Senior Partner Administrator Office Assistant Junior Partner 1 Audit Assistant 1 Article 1Article 2 Audit Assistant 2 Article 3Article 4 Junior Partner 2 Audit Assistant 3 Article 5Article 6 Audit Assistant 4 Article 7Article 8

35. 35

36. 36

37. 37 Issues involved : 1.Scope of Work 2.Due Date 3.Reporting Requirement 4.Working Papers/Documentation

38. 38

39. 39

40. 40

41. 41

42. 42

43. 43

44. 44

45. 45

46.  Task Creation/Allocation/Transfer/Updation  Pending Task Monitoring  Fixing of Responsibilities  Quick Execution  Documentation  Communication  Performance Evaluation  Optimum Utilization of Resources 46

47. 47

48. 48

49. E-Filing Knowledge Management Central Database Client Management Client Document Management Payroll & Leave Management Accounts 49 Task Management

50. Complete Peace of Mind ! 50

51. 51

52. CA. Pankaj Deshpande capankajd@gmail.com 52