CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

Paperless Office

Learn proven document management strategies and automated workflows.

Individual
Teams

$392.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

8 Credits: Information Technology
Course Level
Intermediate
Format
Webcast

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.

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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
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Course Specifics

Course ID
WC1124387015
Revision Date
June 10, 2024
Prerequisites

Fundamental knowledge of basic computer operations

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Thomas G. (Tommy) Stephens, Jr. Headshot

Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as internal controls for …