ExSTRM Snapshot
CPA Firm Information Technology Infrastructure Questionnaire
Firm Information:
Firm Name:			Tech Partner:				Gross Revenue:
# Locations:			Phone:				Write-Down%:
# Personnel:			Emergency #:				Total Hours:
Network Administrator:			Contact Email:				Charge Hours:
Training Coordinator:			Mangng Ptnr:				Fiscal Year End:
Outsourced Services:
Password Utilization:	( Yes / No )	How often do you change passwords:				CPA Firm Association:
General Comments:
(Expected Growth?)
(IT Investment Recapture?)
(Mergers and Acquisitions?)
(Special Niches/Services?)
(IT Personnel?)	Responsibilities:				___% of time allocated to internal.			Certifications:
(IT Personnel?)	Responsibilities:				___% of time allocated to internal.			Certifications:
(IT Personnel?)	Responsibilities:				___% of time allocated to internal.			Certifications:
Sofware/Applications:
Administrative/Firm Management:					Annual Fee	# Users	# Licenses	Current Version?
Practice Management (T&B):
Contact Management:/CRM
Internal Accounting:
Internal Payroll:
Document Management App:
Desktop Operating System:
Office Productivity Suite:
Email/Groupware:
SPAM Filtering
Presentation/Graphics:
Training Videos/CBTs/WBTs
CPE Tracking:
Other:
Other:
Communications/Marketing:									Annual Fee
Web Site Development:	Outsourced? ( Yes / No )			If Internally maintained, which application used:
Internet Service Provider:				Do you have an intranet?
Data Access Lines/Service:	Data Service Provider:				Guaranteed Bandwidth:
Telephone System:	Provider:						Number of Lines:
Tax Department:				# Returns	Annual Fee	# Users	# Licenses	Current Version?	ASP Version?
Individual:
Partnerships:
Corporations:
Non-Profit Returns:
On-Line Tax Research:
Tax Forms:
W2/1099:
Due Date Monitoring:
Tax Planning:
Other:
Other:
Outsourced Returns?:	Offshore (Yes/No)		How many:		Cost/return:
Auditing Department:				# Audits	Annual Fee	# Users	# Licenses	Current Version?	ASP Version?
Workpaper Software:
Audit Program System:
Audit Regulations:
Data Extraction Software:
Audit Scheduling:
Risk-Based Audit Training:
Other:
Accounting Department:				# Clients	Annual Fee	# Users	# Licenses	Current Version?	ASP Version?
Client Write-Up:
Depreciation:
Client Payroll:
Amortization:
Other:
Other:
Equipment Inventory		(Please fax/email us your purchase/upgrade invoices listing equipment specifications) (480) 718-8880)
	Brand	Speed	RAM	Harddrives	Space Free:	Redundancy	In Service	Net Op Sys.	License
Fileservers (Example)	HP	Dual 850MhzPII	1.1Gb	3x18GB	16.5Gb	Raid5	11/20/2000	NT 4.0	50 User
Print and File Server:
Com Server(WTS/Citrix):
Practice Management:
Application Server:
CD Rom Server:
Fax Server:
Other equipment/PDAs
Cabling/Infrastructure:
Cabling/Hubs/Switches:	Hubs/Switches:			Cabling:
Uninterruptable Power Supply:				Last Tested:
Tape/Data Backup:	Hardware:		Application:		Frequency:		Offisite Storage:
Virus Detection	Server:			Workstation:
Firewall/Intrusion Detection
Other:	Ghost or GoBack:
	Staff/Dept	Model	Networked?	Color		Staff/Dept	Model	Networked?	Color
Printers/Scanners: (Ex.)	Tax	HP9150	Yes/No	Yes/No		MSmith	Visioneer 8600	No	Yes
Networked Copiers:
Workstations: (Example)	Staff	Dept.	Brand	Desk/Laptop	Speed	RAM	Harddisk	In Service	Op. Sys.
(Please insert lines as needed)	R. Kepczyk	Audit	Dell Latitude	Laptop	2.8Ghz	512Mb	40Gb	11/15/2002	Win XP Pro
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