1. Rachel Johanson Ivy Yu Thomas Fox

2. 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

3. 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

4. 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.

5. 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.

6. Network

7. 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

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

9. 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

10. Recommendations Contract IT position Update website
Backup hard drive (Encrypted)