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23WC-1213: K2's Paperless Office (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Wednesday, February 28, 2024
10:00am - 5:30pm Central Time
8 CPE (8 technical)

Would you like to find important documents in 10 seconds or less? Would you like to ensure that all your digital information is safe and secure? Would you like to improve workflow efficiency? Of course, you would, and with some planning and guidance, you will realize these and other benefits of a paperless office. Naturally, no one expects a fully "paperless" office, but reducing the amount of paper we shuffle can offer tremendous rewards. This course will teach you the best practices and proven processes for effective document management. Participating in this program will teach you how to implement simple, inexpensive document management systems at an individual, workgroup, or small business level. You will also learn about sophisticated and comprehensive document management systems appropriate for larger offices and organizations, including systems with automated workflow processing. Your instructor will guide you through issues such as digitizing paper files, exporting and importing data from specialized applications into a document management system, essential hardware and software considerations, and the policies necessary to facilitate a successful office. Upon completing this course, you will have a comprehensive understanding of your options and a clear direction for implementing your version of the Paperless Office.

Major subjects

  • The importance of "going paperless"
  • Key technologies that facilitate a paperless office
  • Advantages of going paperless
  • Examples of leading document management systems and processes

Learning objective(s)

  • Define key paperless terms such as Document Management, Records Management, and Business Process Management
  • Estimate the Return on Investment of moving to a paperless environment
  • Create a Records Retention Policy appropriate for your organization
  • Identify the three components of a successful document management initiative
  • List key characteristics of Electronic File Cabinet solutions and Document Management solutions and typical costs associated with these systems
  • Identify essential hardware and software requirements for successful document management, including scanners, storage, memory, operating systems and network considerations
  • Describe critical data backup, disaster recovery, and business continuity issues and identify key vendors in this area and the solutions they offer

Who should take this program?

Accountants and other business professionals who are seeking to improve document management processes in their organizations


Our records indicate you are a nonmember. If you register, you will be charged $399.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $299.00
checkmark Standard Nonmember Fee $399.00

More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Online
of study
Information technology
of study
Information Technology - Technical (8.0)
Level Intermediate
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. Fundamental knowledge of computer operations
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.