Would you like to find important documents in 10 seconds or less? Of course you would! At the very least, you would like to have secure, reliable access to information more rapidly than you have today while reducing storage space requirements and costs. No one expects a completely “paperless” office, but everyone would like to have much “less paper” to manage! This seminar will use best practice methods and demonstrate proven processes for document management.

The seminar will begin with understanding paperless issues and how to best organize your paper and electronic documents today. It then moves on to suggest what options are best for you to eliminate paper, what documents to maintain electronically, and how to retire expired documents. The goal is to improve productivity and to reduce cost.

The instructor will guide you through the file organization and retention process from simple, inexpensive systems costing a few hundred dollars to comprehensive options complete with workflow. Example topics include how to integrate digitized hard copy files with documents that already exist in your system, such as Word, Excel, and Outlook e-mail files and how to manage long-term electronic file systems. There will be discussion on exporting and importing data from specialized applications such as tax or accounting software into a total document management solution. Considerations for implementing paperless audits will be included. You will leave this seminar with a comprehensive understanding of your options and a clear direction of how to implement your own version of the Paperless Office.

“Good practical advice, good hardware & software advice.” M.B., CPA CA

“Excellent tips! Discussion leader answered questions well and was very helpful.” K.M. MO

For more information on this course, please visit www.k2e.com/ppo.