1. AGNA 2008/2009 IT Survey San Diego, CA Rick Sovitzky rsovitzky@c-gconsulting.com January 15 th, 2009

2. www.c-gconsulting.com Agenda Overview Recap of survey results Discussion items –Virtualization –OCR for tax return preparation –Web portals

3. www.c-gconsulting.com Topics Omitted From This Recap Several questions from the survey are omitted from this recap in the interest of time –Server specifics –Internet / remote access –Printing Full results are available

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14. Planned Projects - 2009 Develop a client portal for upload/ download of client content, forms, and other data submission. Integration of a paperless workspace through the use of new DMS. Additional Server - possible virtualization server. Finish VoIP phone system install. We plan to switch to a Citrix environment either internally or through a hosting company. Exchange 2008, Office 2007, Server 2008 \ TS

15. www.c-gconsulting.com Planned Projects - 2009 Several: –Virtualize servers and/or workstations –web filtering –outsource email archiving –outsource email encryption –3 monitors on desktops –replace BlackBerry server –conference room smart board –Office 2007 –Adobe Acrobat 9

16. www.c-gconsulting.com Server Technologies

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30. PC Technology

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42. Software

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46. Creative Solutions Commercial Logic – Power PM

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49.  Sharepoint  Creative Solutions – built in  XCM  Auto-email reports

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54. Paperless / Tax

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61. Tax – Paper back-up

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65. 100%: Sureprep

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72. FileShare ProSystem Portal Creative Solutions NetPortal ICFiles by Service2Client

73. www.c-gconsulting.com Questions from the survey?

74. www.c-gconsulting.com Possible short-term action items Disaster recovery – review, test Written technology plan

75. www.c-gconsulting.com Discussion Virtualization –Randy Johnston wrote in his recent article, Why Virtualization?, “Reliability, greater speed, less expensive, business continuity, test environment, safer to update applications and more. What’s not to love about virtualization?” –http://www.cpatechadvisor.com/go/2188http://www.cpatechadvisor.com/go/2188 OCR / Tax Prep Portals