Scaling New Heights

Advanced Training for Accounting Professionals

The Paperless Office

Speaker(s): Brian Tankersley

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 a bit of planning and guidance, you will be on your way to realizing these and other benefits of a paperless office. Of course, no one expects a completely “paperless” office, but reducing the amount of paper we shuffle can offer tremendous rewards. This course will teach you best practices and proven processes for effective document management.

 Participating in this session 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.

 Learning Objectives

Upon completing this course, you should be able to:

  • 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


Length (in minutes): 100 

Level (Basic, Intermediate, Advanced): Basic 

Prerequisites: None 

CPE Field of Study: Information Technology

CPE Hours: 2 

EA/AFSP CE Hours: 0