K2's Paperless Office

Course Details


Tuesday, March 24, 2020

2:00am – 9:30am
(Registration: 1:30am)

Field of Study


Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Fundamental knowledge of computer operations.


Learn how to implement an inexpensive but straightforward document management system at an individual level, with a workgroup, or for a small business.

Consider situations where one may have to locate essential documents in 10 seconds or less or where they need to ensure that all digital information is safe and secure. Would the improvement of efficiency in workflow help? With a little planning and guidance, the realization of this and other benefits associated with a paperless office is possible. No one expects an entirely “paperless” office, but reducing the amount of paper we shuffle can lead to tremendous rewards. In this course, learn the best practices and proven processes for efficient document management.

Also, learn how to implement a more sophisticated and comprehensive document management system—complete with automated workflow processing—that would be appropriate for larger offices and organizations. Receive guidance through issues such as digitizing hard copy files, exporting and importing data from specialized applications into a document management system, key hardware and software considerations, and the policies necessary to facilitate a successful office. Upon completing this course, walk away with a comprehensive understanding of the options available and a clear direction of how to implement a paperless office.


  • Document Management, Records Management and Business Process Management
  • Paperless environment
  • Records Retention Policy
  • Electronic File Cabinet solutions and Document Management solutions
  • Scanners, storage, memory, operating systems and network considerations
  • Data backup, disaster recovery


  • 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 key hardware and software requirements for successful document management, including scanners, storage, memory, operating systems, and network considerations.
  • Describe key data backup, disaster recovery, and business continuity issues and identify key vendors in this area and the solutions they offer.

Designed For

Accountants and business professionals.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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