Security for
                           QuickBooks and
                             QuickBooks
                           ...
Speaker Bio – Jim Savage
•QB Certified Pro Advisor since 2002
•QB Enterprise Certified Pro Advisor
•Intuit Solution Provid...
Agenda (Part 1)


•Identify Security Issues Facing SMB
   •External
      •Spyware
      •Phishing
      •Viruses
      •S...
Agenda (Part 2)


• Steps to Take to Protect Your Business
   • Develop a Training and Security Policy
   • Deploy Integra...
External Threats


•   Spyware
    – Spyware is a software application that monitors a
      user’s computing habits and p...
Internal Threats - Fraud
• Fraud
  – Stealing Money or goods
  – Misusing Company Credit Card Accounts
  – Falsifying Chec...
Internal Threats – Risky Online Behavior

•   More Likely to Happen in SMB*

•   Employees in SMB companies took more onli...
Internal Threats – Wasted Productivity
• Inc. Magazine Study - More than half (52%) of the
  2,706 people surveyed admitte...
Training and Security Policy
• Create a security policy
       – Internet Acceptable Use Policy
       – PC Security Prote...
Deploy Integrated Security Protection



     • Use packages that bundle protection for Conventional
       Threats:
     ...
Benefits of QuickBooks Enterprise
• QBES offers much more protection than Pro & Premier
   –   14 pre-defined roles
   –  ...
Protection Suites




              perform


12                       Intuit Confidential
Industry Recognition for Trend Micro


                               Product/Service
Business Recognition
               ...
Unique Advantages Vs. Key Competitors


                                                                 Standard/     Key...
Recap
• Identified Security issues facing SMB
  – External
  – Internal
• Steps you can take to protect your business
  – ...
Contact information



Jim Savage aka The QuickBooks Guy
          951-541-9205
     jim@thequickbooksguy.com
    www.theq...
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Security for QuickBooks and QuickBooks Enterprise

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Security for QuickBooks and QuickBooks Enterprise

  1. 1. Security for QuickBooks and QuickBooks Enterprise perform Jim Savage Certified QuickBooks Pro Advisor Intuit Solution Provider June 17, 2009 Intuit Community Expert Intuit Confidential
  2. 2. 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) perform Community Expert Intuit Confidential
  3. 3. Agenda (Part 1) •Identify Security Issues Facing SMB •External •Spyware •Phishing •Viruses •Spam •Internal •Fraud •Risky Online Behavior •Wasted Productivity perform Intuit Confidential
  4. 4. 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 perform Intuit Confidential
  5. 5. 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 perform • Spam – Spam is a threat because it is a means for planting malware on user’s computers Intuit Confidential
  6. 6. 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 perform Protect Your Business from Fraud: Keep Your Financial Information Secure by Joe Woodard Intuit Confidential
  7. 7. 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. • perform *Results from 6/2/08 Trend Micro a study that explores computer users’ perceptions of and experiences with security threats. Intuit Confidential
  8. 8. 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. perform Intuit Confidential
  9. 9. 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 Resources: BBB program: Security and Privacy – Made Simpler perform FTC brochure: Protecting Personal Information: A Guide for Business Payment Cardholder Industry Data Security Standard: https://www.pcisecuritystandards.org/ 9 Intuit Confidential
  10. 10. 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 perform – Subscription – Vendor capability Adequate Protection Removes Security as a Top-of-Mind Concern 10 Intuit Confidential
  11. 11. 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 perform Intuit Confidential
  12. 12. Protection Suites perform 12 Intuit Confidential
  13. 13. Industry Recognition for Trend Micro Product/Service Business Recognition Recognition Software Business Innovative SaaS Company perform Intuit Confidential
  14. 14. Unique Advantages Vs. Key Competitors Standard/ Key Competitors Features Advanced 6.0 (SYMC, MFEE) Smart Scan- New!  X URL Filtering- New!  X Web Threat Protection  X Intuit QuickBooks Protection  X Identifies vulnerable computers without latest Microsoft patches  X Automatically remove threats, repair system files, and remove threat files left behind  X and multiple products (for resellers) perform Support for a single console to manage multiple customers,  X Filter outbound IM content (ICQ) and mail  X Includes hosted mail filtering and integrated Exchange protection and anti-spam (Advanced) X Intuit Confidential
  15. 15. 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 perform Quickbooks Expert (to find a local Pro Advisor) – QuickBooks Enterprise • www.qbes.com, Support, Get Help (to find an Intuit Solutions Provider) Intuit Confidential
  16. 16. Contact information Jim Savage aka The QuickBooks Guy 951-541-9205 jim@thequickbooksguy.com www.thequickbooksguy.com perform Intuit Confidential

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