Client Reviews of Amy L. Chute

From my perspective, on top of various other issues, I have serious concerns which I have not directly addressed with Amy: 1. Does Amy provide any sort of external validation (e.g. a SSAE or SOC report from external independent auditors) around her systems and procedures? I have no third party assurance that Amy Chute is up to industry standards for housing records and information and that Amy is properly protecting it from hackers or anything else. We have no third party assurance about her back-up systems, how far away back-ups are stored and how much they could recover if her parents home were destroyed. This should be a concern if all of your records for the last several years are with Amy. All of us pay for financial audits, and I think tax preparers should expect to pay for IT audits to prove that they are safe. Every other financial service provider that we use on-line (banks, payroll, etc.) has these sorts of audits. Most of the Amys competition that I research have these available. 2. Amy has no employees. Amy is the essential person. I have no idea what the business continuity plan is for Amy if she is in a snowmobile accident this winter or any other unexpected (or even expected) event were to make her unable to do all the work. Again, your confidential records are with Amy so this is a big concern. 3. As a “one woman shop” does Amy employ data in motion encryption? Does she transport your data on unencrypted laptops to other clients? Does she carry data breach insurance? Does she have a data breach response plan in place? Have you seen it? Just some other risk-assessment considerations to think about in addition to pricing.