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Tech Recommendations for the CPA and Data Entry Roles

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Project One: Technology, Hardware, and Software
Judah Howard
September 26th 2022
Tech Requirements
I have been hired as a contractor for James Otis Tax Association. In the following pages, we will discuss
the technology needs, as well as provide expertise on specific hardware and software components for
the computers accessed by specific company employees. I will be advising on technology needs, for the
Certified Public Accountant, Tax Specialist, and Data Entry Specialist roles at James Otis Tax Association.
Certified Public Accountant
A Certified Public Accountant is responsible for examining financial records, calculating tax
returns, and managing financial information. They handle sensitive data that would require their
systems to protected and have special encryptions that allow for seamless communication
within the organization. These documents contain important sensitive data from our corporate
clients.
Hardware:
Dell Inspiron 13 5310
HP OfÏceJet pro 6978 Color Inkjet All-In-One Printer
Dell Thunderbolt Dock WD22TB4
Wireless Keyboard and Mouse
Grandstream Wave
Software:
Microsoft 365 for Business
MacAfee Total Protection
Windows 11 Pro
Perimeter 81 (VPN)
Security:
N-Able Passportal
15 Character password w/ special characters
Fortinet Security Fabric (Firewall)
RMail (email service)
The laptop chosen for the CPA was voted best overall in research performed in 2022. The device allows
for fast charging, 13.3-inch screen, portable comfort, and comes with 16GB of RAM. This model would
help increase productivity within the role of the CPA, and provide a secure environment where they
would be able to work on important documents containing financial information. Dual fans are also
standard on this device to ensure that the device does not overheat. The software chosen will play a
significant role in the CPA’s daily responsibilities. Having the standard version of Microsoft 365 for
Business will give the CPA access to apps like excel, word, and outlook for non-encrypted emails. Having
access to these apps whether in ofÏce or remote will assist the CPA with keeping up with important
organization information. The security software along with the firewall and Paubox will help protect
incoming and outgoing trafÏc that may be deemed untrustworthy, and quarantine identified threats.
Tax Specialist
A Tax Specialists duties include but are not limited to tax compliance, correspondence, auditing,
and finalization. They are also known for being able to identify specific discrepancies that can
arise within an organization, and are trained on how to handle scenarios as such. Having access
to payroll, W2’s, and bookkeeping systems would require a system that is able to keep up with
the day to day task of a Tax Specialist.
Hardware:
Dell Inspiron 15
HP OfÏceJet pro 6978 Color Inkjet All-In-One Printer
Wireless Keyboard and Mouse
Grandstream Wave
Topaz T-S460-HSB-R USA ESCP
Software:
Microsoft 365 for Business
MacAfee Total Protection
SignNow
Perimeter 81 (VPN)
H&R Block
Security:
N-Able Passportal
15 Character password w/ special characters
Fortinet Security Fabric (Firewall)
RMail (email service)
The laptop that I chose for this position is the Dell Inspiron 15. This lightweight device has 8 GB, 1×8 GB.
DDR4, 2666 MHz, several ports for ease of access, and a 720p camera for clear visuals during meetings.
The display shows 15.6’ of UHD graphics, and has wireless WIFI and Bluetooth capabilities. Being able to
access documents securely, and get them processed to meet deadlines is very important for a Tax
Specialist. The SignNow software will allow the TS to securely send out documents to get live signatures
for members inside and outside of the organization. The software and security needs of the CPA and TS
are similar in nature. H&R Block has a premium tax program that will assist the Tax Specialist by
providing auto deductions, payroll tolls, and accuracy review.
Data Entry Specialist
Data Entry specialist have the responsibility of entering data into to an organizations system
precisely and swiftly. They are more limited in their accesses to secure files, and private
encrypted emails. Data Entry Specialist are also responsible for collecting client information, and
maintaining records for the organization. The data entry specialist will need to be able to
multitask effectively, while maintain speed and accuracy.
Hardware:
Dell Inspiron Compact Desktop Intel Core i5-12400
Topaz T-S460-HSB-R USA ESCP
8GB DDR4 PC4-25600 3200 MHz
HP OfÏceJet pro 6978 Color Inkjet All-In-One Printer
Dell 20 E2020H 19.5 Inch 60HZ Small Thin Monitor
Wireless Keyboard and Mouse
Grandstream Wave
Software:
Microsoft 365 for Business
MacAfee Total Protection
SignNow
Perimeter 81 (VPN)
Infinity
Security:
N-Able Passportal
15 Character password w/ special characters
Fortinet Security Fabric (Firewall)
RMail (email service)
The Dell Inspiron Compact Desktop Intel Core i5-12400 can be used as an everyday computer for a Data
Entry Specialist. Since the job requires the specialist to have several programs running at once, a RAM
upgrade is recommended. A standard wireless mouse and keyboard will allow for comfortability and
provide a modern aspect to the system. The Microsoft program that we recommend does include excel
which among other software will be of daily use. Infinity allows for activity tracking, automatic backup
and data recovery, and task assignment management. Firewalls and security measures are the same for
this desktop, and will be suitable based on the job responsibilities. Communications between all of these
positions will take place through RMail. This email services provides a way for users on the network to
communicate, and send necessary information within the institution.
References:
HP OfficeJet pro 6978 color inkjet all-in-one printer, includes 2 months of instant ink (T0F29A):
Staples. Staples.com. (n.d.). https://www.staples.com/HP-OfficeJet-Pro-6978-All-in-One-
InkjetPrinter/product_2256786?cid=PS%3AGS%3ACO%3APLA%3AHP
%3AInkJet&gclid=CjwKCAjw7eSZBhB8EiwA60kCW_J-
rlvf7RV7AAoyS52jgZ7rKABt7r4SmRdxHWCZB3v8Xm1o6WFNBBoCNi8QAvD_BwE
*, N. (2022, June 13). 10 best laptops for accounting in October 2022 [portable]. Of Zen and
Computing. https://www.ofzenandcomputing.com/best-laptops-for-accounting/
Inspiron 15 laptop. Inspiron 15 Laptop | Dell USA. (n.d)
https://deals.dell.com/en-us/productdetail/fd80?gacd=9694607-1004-5761040-266790354-
0&dgc=st&ds_rl=1285903&gclid=CjwKCAjw7eSZBhB8EiwA60kCW5R-
Y9qjWYwSW4Ot8WJwfUz0KlepIxreS7c5_hnNM7PCfHyTAr9eLxoC1xkQAvD_BwE&
gclsrc=aw.ds&nclid=1vSOFpNSVI_phaPE9sRViPDrFRZkqocMTo0JLUo5f_wUTWrjWc
8SBHL56D73yKsr

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