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Intuit Confidential perform Security for QuickBooks and QuickBooks Enterprise Jim Savage Certified QuickBooks Pro Advisor Intuit Solution Provider Intuit Community Expert June 17, 2009
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Page 1: Security for QuickBooks and QuickBooks Enterprise

Intuit Confidential

perform

Security for QuickBooks and

QuickBooks Enterprise

Jim Savage

Certified QuickBooks Pro Advisor

Intuit Solution Provider

Intuit Community Expert June 17, 2009

Page 2: Security for QuickBooks and QuickBooks Enterprise

Intuit Confidential

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Speaker Bio – Jim Savage• QB Certified Pro Advisor since 2002

• QB Enterprise Certified Pro Advisor

• Intuit Solution Provider

• Intuit Community Expert

• Controller/CFO in private sector

• IT Director up until 1999 for Fortune 500 company, networks, software development, PC technology

• Specializes now in Small/Medium Size Businesses (SMB)

Community Expert

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Agenda (Part 1)

• Identify Security Issues Facing SMB

• External

• Spyware

• Phishing

• Viruses

• Spam

• Internal

• Fraud

• Risky Online Behavior

• Wasted Productivity

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Agenda (Part 2)

• Steps to Take to Protect Your Business• Develop a Training and Security Policy• Deploy Integrated Security Protection

• QuickBooks Enterprise vs. Pro and Premier• Trend Micro vs. Other Security Products

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External Threats

• Spyware

– Spyware is a software application that monitors a user’s computing habits and personal information

– This information is sent to third parties without the user’s authorization or knowledge.

• Phishing

– Phishing attacks aim to “fish” or obtain personal information or financial information.

• Viruses

– Viruses can corrupt or destroy data• Spam

– Spam is a threat because it is a means for planting malware on user’s computers

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Internal Threats - Fraud

• Fraud– Stealing Money or goods– Misusing Company Credit Card Accounts– Falsifying Checks or Payroll (Phantom Employees)– Bribes or Kickbacks– Embellishing Expense Accounts– Stealing or Selling Company Trade Secrets

Protect Your Business from Fraud: Keep Your Financial Information Secure by Joe Woodard

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Internal Threats – Risky Online Behavior

• More Likely to Happen in SMB*

• Employees in SMB companies took more online risks while on the company network compared to their counterparts in larger organizations

• Risky activities include:– Browsing Web sites unrelated to work– Making online purchases– Visiting social networking sites– Downloading executable files– Checking personal Web-based email

• Despite a higher level of risky online behavior taking place, only about 50 percent or fewer end users within SMB companies said they had an IT department. 

• *Results from 6/2/08 Trend Micro a study that explores computer users’ perceptions of and experiences with security threats. 

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Internal Threats – Wasted Productivity

• Inc. Magazine Study - More than half (52%) of the 2,706 people surveyed admitted that their biggest distraction during work hours is surfing the Internet for personal use. Other distractions cited by respondents included socializing with co-workers (26.3%), running errands outside the office (7.6%) and spacing out (6.6%).

• The survey also found that older employees wasted less time at work than their younger counterparts. People born between 1950 and 1959 waste 0.68 hours at work each day, while those born between 1980 and 1985 admit they waste 1.95 hours.

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Training and Security Policy

• Create a security policy – Internet Acceptable Use Policy– PC Security Protection– Handling/Dissemination of customer/company data

• Train employees on the company’s security policy

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Resources:

FTC brochure: Protecting Personal Information: A Guide for Business

BBB program: Security and Privacy – Made Simpler

Payment Cardholder Industry Data Security Standard: https://www.pcisecuritystandards.org/

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Deploy Integrated Security Protection

• Use packages that bundle protection for Conventional Threats:– Anti-Virus– Anti-Spyware– Anti-Spam

• Lock Down QuickBooks Program Files– Any data store with confidential information needs protection

• Keep protection current– Subscription– Vendor capability

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Adequate Protection Removes Security as a Top-of-Mind Concern

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Benefits of QuickBooks Enterprise

• QBES offers much more protection than Pro & Premier– 14 pre-defined roles– Can control 115 functions within 11 functional areas– Controlled access to specific lists/reports– Controlled access to specific bank accounts– Permissions Access by Users Report

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Protection Suites

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Industry Recognition for Trend Micro

Software Business Innovative SaaS

Company

Business Recognition Product/Service

Recognition

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Unique Advantages Vs. Key Competitors

Smart Scan- New!

URL Filtering- New!

Web Threat Protection

Intuit QuickBooks Protection

Identifies vulnerable computers without latest Microsoft patches

Automatically remove threats, repair system files, and remove threat files left behind

Support for a single console to manage multiple customers, and multiple products (for resellers)

Filter outbound IM content (ICQ) and mail

Features Key Competitors (SYMC, MFEE)

X

X

X

X

X

X

X

X

Standard/ Advanced 6.0

Includes hosted mail filtering and integrated Exchange

protection and anti-spam X(Advanced)

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Recap

• Identified Security issues facing SMB– External– Internal

• Steps you can take to protect your business– Develop a training and security policy– Deploy integrated security protection

• QBES vs. Pro/Premier• Trend Micro vs. other security products

• For more information contact:– QuickBooks Pro/Premier

• www.quickbooks.com, Training and Learning, Find a Local Quickbooks Expert (to find a local Pro Advisor)

– QuickBooks Enterprise• www.qbes.com, Support, Get Help (to find an Intuit Solutions Provider)

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Contact information

Jim Savage aka The QuickBooks Guy

951-541-9205

[email protected]

www.thequickbooksguy.com