CPE Today Logo

K2’s Paperless Office

Course - K2's Paperless Office

Upcoming Live Event Schedule

This course is part of an event and you must register for the associated event to participate.

Empowering Productivity in Accounting: Multistate Conference
June 24, 2024 | Seminar

Major Topics

  • 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 Objectives

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

Course Description

Would you like to find important documents in 10 seconds or less? Would you like to ensure 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

Compliance Information

Intended Audience

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

Advanced Preparation

None

Field of Study

Information Technology

Credits

8 Credits

Published Date

November 2, 2022

Course Authors

K2 Enterprises

Hammond, LA
Various Speaker, Company Tagline

K2’s goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.

We make every effort to maintain a high level of integrity, family values, and friendship among all involved.

About Instructor Read Less

Overview

Would you like to find important documents in 10 seconds or less? Would you like to ensure 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

Course Details

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

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

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

Advanced Preparation — None

Field of Study — Information Technology

Credits — 8 Credits

IRS Program Number

Published Date – November 2, 2022

Revision Date

Course Authors

K2 Enterprises

Hammond, LA
Various Speaker, Company Tagline

K2’s goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.

We make every effort to maintain a high level of integrity, family values, and friendship among all involved.

About Instructor Read Less

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

Recommended Products

Courses and Events You’ll Love!