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Technology Transformation: Understanding the Impact of Technology on Today's CPA

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Technology Transformation:Understanding the Impact of Technology onToday's CPA

Jim PillerMargolin, Winer & Evens [email protected]

Agenda

What we Still Need

Desktop

Office

What’s On The Horizon

Short/Long Term

Desktop Evolution

Office Evolution

What Keeps Me Up at Night/Future Thoughts

Title of presentation 2

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What We Still Need

A Desktop/Laptop

Windows Operating System

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What Version of Windows

Client operating systems End of mainstream support End of extended support

Windows 8.1 January 9, 2018 January 10, 2023

Windows 7, service pack 1* January 13, 2015 January 14, 2020

Windows XP, service pack 3 July 13, 2010 April 8, 2014

What Version of Windows

Windows 10 version history Date of availabilityEnd of service for Home, Pro, and Pro for Workstation editions

End of service for Enterprise and Education editions

Windows 10, version 1809 October 2, 2018 April 14, 2020 April 13, 2021

Windows 10, version 1803 April 30, 2018 November 12, 2019 November 10, 2020

Windows 10, version 1709 October 17, 2017 April 9, 2019 April 14, 2020

Windows 10, version 1703 April 5, 2017 October 9, 2018 October 8, 2019

Windows 10, version 1607 August 2, 2016 April 10, 2018 April 9, 2019

Windows 10, version 1511 November 10, 2015 October 10, 2017 October 10, 2017

Windows 10, released July 2015 (version 1507) July 29, 2015 May 9, 2017 May 9, 2017

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What's New in Windows 10 October Update

Cloud Clipboard (Windows Key + V)Cloud Clipboard

(Windows Key + V)Timeline (Windows

Key + Tab)Timeline (Windows

Key + Tab)

Your Phone app (Android, iPhone

platform restrictions)

Your Phone app (Android, iPhone

platform restrictions)

Dark Theme for File Explorer

Dark Theme for File Explorer

SwiftKey on touchscreensSwiftKey on touchscreens

Snip now Snip & Sketch

Snip now Snip & Sketch

Wireless Projection Controls

Wireless Projection Controls

More Emojis 👅👣⛷👁

More Emojis 👅👣⛷👁

What's New in Windows 10 October Upate

UPDATE EXPERIENCEPREDICT THE BEST TIME TO RESTART

(BEHIND THE SCENES)

WINDOWS DEFENDER APPLICATION GUARD (WDAG)

RSAT FEATURES ON COMMAND

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Demo

• Windows 10 October Update

Protecting You and Your Clients Privacy in Windows 10

• Turn off location tracking

• Turn off Timeline

• Turn off ad Tracking

• Limit or Disable Cortana

• Manage your app permissions

• Control and delete diagnostic data

• Manage Updating!

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Protecting You and Your Clients Privacy in Windows 10

• Use Microsoft’s Privacy Dashboard

…….and Google’s, and so on

Demo

• Privacy Dashboard

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Microsoft Office

Office

Products Released Lifecycle Start Date Mainstream Support End Date

Extended Support End Da

Microsoft Office Professional 2010

7/15/2010 10/13/2015 10/13/2020

Microsoft Office 2013 Service Pack 1

2/25/2014 4/10/2018 4/11/2023


9/22/2015 10/13/2020 10/14/2025


9/24/2018 10/10/2023 10/14/2025

Microsoft has stated there will be a perpetual license version subsequent to 2019

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Microsoft Modern Lifecycle Policy

The Modern Lifecycle Policy covers products and services that are serviced and supported continuously. Under this policy, the product or service remains in support if the following criteria are met:

Customers must stay current as per the servicing and system requirements published for the product or service.

Customers must be licensed to use the product or service.

Microsoft must currently offer support for the product or service.

What is on the Horizon

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What’s New in Office

Microsoft Outlook

• Focused in Box

Microsoft Word

• Pen Edit

PowerPoint

• Intelligent Services

• Design

Microsoft Excel

• Arrays

• 7 New Functions

• Intelligent Services

Single Values

Since Excel’s inception, regular formulas could only return single values :

• Numbers, Text, Booleans, Errors and, the recently added, Rich data types.

• One formula for each value.

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The Grid Natively Understands Arrays

The ability for cells to natively understand arrays (a.k.a lists) via a feature called dynamic arrays

Mary

Juan

Denise

John

Sam

Kasey

Chris

Bill

Joan

Kelly

Bob

Peter

Mary

New Array Focused Functions

Excel added 7 fantastic new functions to Excel they are array focused

FILTER

UNIQUE

SORT

SORTBY

SEQUENCE

RANDARRAY

SINGLE

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Office 365 ProPlus

Office 2010 MRU File tab Backstage Sparklines Protected view Trusted Documents

Templates

Presentation mode

Object zoom

Quick Analysis

Flashfill

Chart Recommendations

IMAP special folders

Expand and CollapseOffice 2013

Office 2016Treemap

Sunbursts

Tellme

Smart Lookup

Office 365 Groups

One-click forecasting

Weather forecast(Mac)

Outlook Recent Items

Office 2019

Morph & Zoom

2D Maps

Funnel Charts

New Excel Functions

Focused Inbox

Black Theme

Focus Mode (Mac)

Accessibility Checker

Click to Run

Office 365 ProPlus

DesignerTap, ResearcherData types, IdeasIntelligent digital InkDictation, 3D AnimationReal-time collaboration

Most Productive

Office 365 Msg. EncryptionATP Safelinks in docs.Sensitivity labels in docs.

Most Secure

5 PC, tablet, phone installs1 TB cloud storageFastTrack deploymentsOffice web applicationsShared computer licensingLanguage packs

Lowest Cost

Always up to date - PC, Mac, Android, iOS & Web AppsOutlookWord Excel PowerPoi

ntOneNote Access Publisher Skype OneDriv

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Use Read Aloud to listen to your emailTranslator3D animationsAsk your audience with a quiz or surveyChat with co‐authors while you editData Visualizer audit templateFind and fix relevant proofing issues.Insights in ExcelKnow who you'll be meeting withSort your email with easeSprint management just got easierType hands‐freeA smarter To: lineConvert SVG icons to shapesKeep your Visio diagram and Excel data in syncRemodel your forms and reports with new chartsUse SVG images in Excel and PowerPointA new digital writing assistantBetter recordingsCloud attachments just got betterCollaborate on attachments in real timeCreate Precise Ink ShapesEasily select and manipulate objectsEdit with natural pen gesturesImprove Reading with Learning ToolsInk replayInsert 3D Models to See All the AnglesInsert and Edit IconsMapsMini‐previews for attached photosShared with MeShow #N/A data as a gap in chartsStay on top of your travel and deliveriesSyllable breakingTap finds the content you need, for easy reuseWhile you were awayWord Saves For YouCollaborative, Real‐Time EditingDesigner turns bullets into compelling visualsDesigner transforms more types of slidesEnhanced data import functionalityInsert recent linksKeep control over your attachmentsKnow before you shareLarge Number (bigint) supportNarrate a recordingPersonalize the default PivotTable layoutQuick access to superscript and subscriptQuickly access the groups you use mostUse your pen to select and change objectsA Quick Start to Your ResearchMake diagrams from Excel dataEditor: Enhanced writing assistance PowerPoint Designer View and restore changes in shared Word, Excel, PPTFaster PivotTablesUpgraded accessibilityHave an idea?Improvements to Get & TransformPublish to Power BIShape recognitionText HighlighterZoomDo more with InkImport latest AutoCAD file formatsThree templates for UMLYour First Draft Just Got Easier

Office 365 ProPlus gets better with each release

Use SVG images in Excel and PowerPointA new digital writing assistantBetter recordingsCloud attachments just got betterCollaborate on attachments in real timeCreate Precise Ink ShapesEasily select and manipulate objectsEdit with natural pen gesturesImprove Reading with Learning ToolsInk replayInsert 3D Models to See All the AnglesInsert and Edit IconsMapsMini‐previews for attached photosShared with MeShow #N/A data as a gap in chartsStay on top of your travel and deliveriesSyllable breakingTap finds the content you need, for easy reuseWhile you were awayWord Saves For YouCollaborative, Real‐Time EditingDesigner turns bullets into compelling visualsDesigner transforms more types of slidesEnhanced data import functionalityInsert recent linksKeep control over your attachmentsKnow before you shareLarge Number (bigint) supportNarrate a recordingPersonalize the default PivotTable layoutQuick access to superscript and subscriptQuickly access the groups you use mostUse your pen to select and change objectsA Quick Start to Your ResearchMake diagrams from Excel dataEditor: Enhanced writing assistance PowerPoint Designer View and restore changes in shared Word, Excel, PPTFaster PivotTablesUpgraded accessibilityHave an idea?Improvements to Get & TransformPublish to Power BIShape recognitionText HighlighterZoomDo more with InkImport latest AutoCAD file formatsThree templates for UMLYour First Draft Just Got Easier

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+

+

Fall 2018

Enhanced data import functionalityInsert recent linksKeep control over your attachmentsKnow before you shareLarge Number (bigint) supportNarrate a recordingPersonalize the default PivotTable layoutQuick access to superscript and subscriptQuickly access the groups you use mostUse your pen to select and change objectsA Quick Start to Your ResearchMake diagrams from Excel dataEditor: Enhanced writing assistance PowerPoint Designer View and restore changes in shared Word, Excel, PPTFaster PivotTablesUpgraded accessibilityHave an idea?Improvements to Get & TransformPublish to Power BIShape recognitionText HighlighterZoomDo more with InkImport latest AutoCAD file formatsThree templates for UMLYour First Draft Just Got Easier

Fall 2017 Spring 2018

Easy editing in the formula barLearn with the new Office Training CenterExport to 4K videoExport process diagrams to WordInfo about people and groups—at a glanceNew Ink EffectsQuickly access your sites and groupsRefresh, relink, or remove linked tablesRun a slide show with your digital penStay organized with Recent save locationsStock quotes at your fingertipsTask Board view

Use Read Aloud to listen to your emailTranslator3D animationsAsk your audience with a quiz or surveyChat with co-authors while you editData Visualizer audit templateFind and fix relevant proofing issues.Insights in ExcelKnow who you'll be meeting withSort your email with easeSprint management just got easierType hands-freeA smarter To: lineConvert SVG icons to shapesKeep your Visio diagram and Excel data in syncRemodel your forms and reports with new charts

Use SVG images in Excel and PowerPointA new digital writing assistantBetter recordingsCloud attachments just got betterCollaborate on attachments in real timeCreate Precise Ink ShapesEasily select and manipulate objectsEdit with natural pen gesturesImprove Reading with Learning ToolsInk replayInsert 3D Models to See All the AnglesInsert and Edit IconsMapsMini-previews for attached photosShared with MeShow #N/A data as a gap in chartsStay on top of your travel and deliveriesSyllable breakingTap finds the content you need, for easy reuseWhile you were awayWord Saves For YouCollaborative, Real-Time EditingDesigner turns bullets into compelling visualsDesigner transforms more types of slides

Fall 2016

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Spring 2017

Faster PivotTablesUpgraded accessibilityHave an idea?Improvements to Get & TransformPublish to Power BIShape recognitionText HighlighterZoomDo more with InkImport latest AutoCAD file formatsThree templates for UMLYour First Draft Just Got Easier

Faster PivotTablesUpgraded accessibilityHave an idea?Improvements to Get & TransformPublish to Power BIShape recognitionText HighlighterZoomDo more with InkImport latest AutoCAD file formatsThree templates for UMLYour First Draft Just Got Easier

Enhanced data import functionalityInsert recent linksKeep control over your attachmentsKnow before you shareLarge Number (bigint) supportNarrate a recordingPersonalize the default PivotTable layoutQuick access to superscript and subscriptQuickly access the groups you use mostUse your pen to select and change objectsA Quick Start to Your ResearchMake diagrams from Excel dataEditor: Enhanced writing assistance PowerPoint Designer View and restore changes in shared Word, Excel, PPT

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Intelligent features are unlocked with Office 365 ProPlus

Demo

• Future Word

• Future PowerPoint

• Future Excel

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What Keeps Me Up at

Night/Future Thoughts

Security #1 issue facing all of us

Business Data

Client Data

Reputation

Managing your end points becomes even more important for security when utilizing the cloud

Block at the Gateway

Lock down the desktop

Understand internal and external threats

Drive‐by Downloads (yes we must block websites)

Managing your providers may be impossible

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Security

Trends Crime‐as‐a‐Service (CaaS) Decline of password‐only authentication GDPR will make an example out of a non‐compliant company Trust in the digital age will further erode State sponsored attacks will increase IoT (Internet of Things) will be compromised and attack

Hackable Cardiac Devices from St. Jude The Mirai Botnet (aka Dyn Attack) Owlet WiFi Baby Heart Monitor Vulnerabilities TRENDnet Webcam Hack The Jeep Hack Z‐Wave wireless communications protocol hack (door locks, etc.)

Title of presentation

Privacy

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“Google knows what you're looking for. Facebook knows what you like. Sharing is the norm, and secrecy is out. But what is the psychological and cultural fallout from the end of privacy?”

“Everything we do on the web, from our social media interactions to our shopping on Amazon, to our Netflix selections, is driven by complex mathematical formulae that are invisible and arcane.”

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Privacy

Who knows what?

Who is mining all our data?

Who has access to our

data?

How do we protect our clients data?

How do we willingly

provide it?

Privacy

23 and Me, Ancestry, LivingDNA, Etc.

You willing provide your DNA

They share it with GEDmatch in the hope of finding relatives

The police search GEDmatch to find near matches

Caught a suspected killer

But wait…

What if that same data was mined for DNA abnormalities by health care providers, insurance companies, etc. for other things?

What if they make decisions about your treatment knowing that your data says you will have a diminished life span?


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Privacy

FitBit, Jawbone, Garmin, Watches, EVERYTHING with location services… Useful and harmless ‐ Wearing the devices creates a direct view to their hosts’ lives, inadvertently

documenting both mundane and perilous encounters as they record heartbeats, sleeping patterns and physical exertion

Police Use Fitbit Data to Charge 90‐Year‐Old Man in Stepdaughter’s Killing Fitbit location data factored into a sexual assault case in Pennsylvania in 2015 and a personal injury case

in Canada in 2014. A Garmin Vivosmart GPS recorded a woman’s struggle with an attacker in Seattle in 2017. The same year,

investigators used data from the Fitbit of a Connecticut woman to charge her husband with murder. F.B.I. experts, sifted through data from the Fitbit of Mollie Tibbetts, a 20‐year‐old student who was

missing for about a month before her body was discovered in August. In the case of a Canadian plaintiff, one uses the data to back up claims of a decline in post‐injury activity.

Believed to be the first such case of using Fitbit data as evidence in a court case, the personal injury case was the first in what many see as a growing trend in the law.

The data from digital technology is also used in divorce court as spouses use apps to find phones and cheating spouses.

BUT, what about knowing when you are not home, or knowing your exact route to work each day, viewing disability claims, residency claims, and so much more

Privacy

Tip to get back some privacy… DNS – how you get everywhere on Internet Can be slow Your ISP, and anyone else listening in on the

Internet, can see every site you visit and every app you use — even if their content is encrypted.

Use 1.1.1.1 for DNS Their pledge is to never log your IP address

(the way other companies identify you). And they’re not just saying that. They’ve retained KPMG to audit our systems annually to ensure that we're doing what we say.


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Privacy

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“So privacy does matter – at least sometimes. But it’s like health: When you have it, you don’t notice it. Only when it’s gone do you wish you’d done more to protect it.”

“Privacy is a fundamental right of the citizens of our nations and we must protect it.”EU

People

The weakest link in any security solution are the people that use the technology. They are the last line of defense.

They are trusting in nature

They are socially connected

They grew up with technology and rely on technology without thought

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People – How do we fix it?

Design secure workstationsDesign

Phish your people to see how pervasive it isPhish

Educate them through trainingEducate

Reinforce trainingReinforce

Periodically testTest

AI, Robots, Whatever

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AI is not new

Gaming

Virtual Private Assistants

Fraud Detection

Online Ads

Security and Surveillance

….


AI, Robots, Bots, Whatever AI for in the Industry is growing..

Tax

Autoflow Tax information from source to return

Suggest strategies or benefits

Audit

Autoflow Trial Balance to Financial Statement

Predictive Analytics

Comparative KPI and observations

Bookkeeping

Automation

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Perpetual Subscriptions Clear revenue stream for software/hardware

vendors

Renter not Owner (Own Nothing)

Mandatory Internet connection

Validates Monthly

Sporadic New Features

Updates may be problematic

Pricing can change

Pay forever

Less expensive for the provider

Easier to Support

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Passwords

Vulnerable – weakest link

Weak

Copied

Written down

Cracked

Shared

Used across sites/applications


Passwords National Institute of Standards and Technology (NIST)

Digital Identity Guidelines

The man who wrote the book on password management (2003) has a confession to make: He blew it. N3v$r M1^d!

Eliminate intermittent password change requirements

Eliminate complexity requirements (special characters, uppercase/lowercase letters and number requirements)

Make mandatory the screening of new passwords against commonly used or comprised password lists

FIDO (Fast Identity Online) Alliance (we may have hope)

Fingerprints

Authenticator Apps

The End of Passwords

Title of presentation 46*xkcd

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Blurring of Business and Personal

“But I can do this on my phone”

Mindset of Data at your Fingertips

Regard for Business Data

Various Platforms each with security and privacy concerns

Personal Devices are discoverable in litigation

Different attitude towards privacy/security

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Many Governments

out of Step

European Union (EU) far ahead of United States in cybersecurity and privacy.

General Data Protection Regulation (GDPR)

Data breach reporting

Extending personal data definition (include IP, RFID, location, etc.)

Right to be Forgotten – allowing people to have data removed

Consent to use personal data

United States has multiple state laws

California, Alabama most empowered

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Many Governments

out of Step

United States ‐ Federal

1996 Health Insurance Portability and Accountability Act (HIPPA)

1999 Gramm‐Leach‐Bliley Act

2002 Homeland Security Act, which included the Federal Information Security Management Act (FISMA)

Cybersecurity Information Sharing Act (CISA)

Cybersecurity Enhancement Act of 2014

These three regulations mandate that healthcare organizations, financial institutions, and federal agencies should protect their systems and information. However, these rules are not foolproof in securing the data and require only a “reasonable” level of security.

Many Governments

out of Step

United States – States

As of March 2018, ALL 50 states have date breach notification laws.

The Alabama Data Breach Notification Act of 2018, which will go into effect on June 1, 2018, is among the most stringent in the country, requiring, among other things, that covered entities implement and maintain reasonable security measures and undertake certain investigatory actions when they determine a breach has or may have occurred. Further, under their newly passed statutes, both South Dakota and Alabama will empower their respective AGs to bring civil actions against entities that violate the new data breach notification laws.

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The Dark Web

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Resources

https://info.digitalguardian.com/rs/768‐OQW‐145/images/the‐definitive‐guide‐to‐us‐state‐data‐breach‐laws.pdf

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Technology Transformation:Understanding the Impact of Technology onToday's CPA

Jim PillerMargolin, Winer & Evens [email protected]