by ca. pankaj deshpande b.com, fca, d.i.s.a. (ica) 1
TRANSCRIPT
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I.T. Application &
I.T. Security in
CA Office
ByCA. Pankaj Deshpande
B.Com, FCA, D.I.S.A. (ICA)
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Auditing Compliance Accounting Advisory / Consulting Finance Information Technology Other
Services Provided
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Statutory Non Statutory
Audit
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Income Tax VAT Company Law Excise Service Tax PF / ESI
Compliance
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Book Keeping Maintenance of related records Regular Reporting
Accounting
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Accounting Taxation Import / Export Business Development
Advisory / Consulting
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Short Term Long Term Liaison with Financial Institutions
Finance
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I.T. System Setup I.T. System Audit
Information Technology
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Data Processing TIN Facilitation Centre Any Other Relevant / Irrelevant Service.
Other Services
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Reducing human intervention and attention in any process.
Ensuring proper documentation.
Automation
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Reducing human intervention and attention in any office process.
Ensuring proper documentation in office.
Office Automation
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Increase in volume of work Electronic compliance Disperse Work Locations
Option or Compulsion
Fort Office
Borivali Client
Vashi Home
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Activities Processes
What to Automate ?
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Manual Processes Electronic Processes
Office Automation
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Identify the problem areas Identify the exact problems Provide solution to the problems Set process Monitor the process Keep on improving the process
Steps in Automation
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Without Technology With Technology
Type of Automation
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Hardware Software
Automation with Technology
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Easy to create, Extremely easy to lose. Even after theft, it stays with you.
Problem with Soft Data
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Client Data Own Data
Types of Information
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Confidentiality Integrity Availability
Objective of Information Security
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Authentication Non Repudiation
Other Objectives
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Natural Threats Manmade Threats
Security Risks
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Computers / Laptops Application Server Email Server LAN, Switches, Modem Mobile Phones Fax Machines EPBX Scanner Security & Surveillance
Hardware
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Accounting E-Filing Client Management Document Management Payroll Knowledge Management Remote Desktop Sharing Task Management
Software
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Tally Busy Wings
Accounting Software
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Compu Tax Tax Base Genius KDK Tax Pro
E-filing Software
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Leads Contacts History of Transactions Appointments Greetings
Client Management Software
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File Naming System Filing Locations Search of Files Tracking of file versions Inward Outward
Document Management
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Attendance Marking Salary Calculations Leave Records Statutory Compliance (PF, ESI, PT)
Payroll
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Knowledge ManagementExternal Source
Internal Source
Information Collection
Classification
Database
User
User
User
User
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Team Viewer Ammyy Admin Show My PC
Remote Desktop Sharing
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Remote Access File Transfer Monitoring
Remote Desktop Sharing Uses
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System of creating, allotting, viewing and updating all task as per organizational hierarchy.
Task Management
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A Typical CA Office
Senior Partner
Administrator
Office Assistant
Junior Partner 1
Audit Assistant 1
Article 1 Article 2
Audit Assistant 2
Article 3 Article 4
Junior Partner 2
Audit Assistant 3
Article 5 Article 6
Audit Assistant 4
Article 7 Article 8
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A Small Case Study
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Task Completed
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A Practical CaseIssues involved : 1. Scope of Work2. Due Date3. Reporting Requirement4. Working Papers/Documentation
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Scope of Work Mis-understood
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Report Format Mis-understood
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Due Date Missed
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Client Not Satisfied
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Angry Client
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Patience Lost
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Irritation started
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Ultimately
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Task Creation/Allocation/Transfer/Updation Pending Task Monitoring Fixing of Responsibilities Quick Execution Documentation Communication Performance Evaluation Optimum Utilization of Resources
Task Management
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Effect of Task Management System
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Integrated Office Management
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E-Filing
Knowledge Managemen
t
Central Databas
e
Client Managemen
t
Client
Document Managemen
t
Payroll & Leave
Management
Accounts
Task Managemen
t
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Complete Peace of Mind !
Effect of Full Office Automation
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Topic V/s Time
