Webcast: Paperless Office: Managing Documents in a Digital World

When:  Feb 6, 2014 from 09:30 AM to 05:00 PM (MT)

Would you like to find important documents in 10 seconds or less? Of course you would! At the very least, you would probably 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 course will use best practice methods and demonstrate proven processes for document management that also reduce costs.  In this course you'll review file organization and retention processes that range from simple, inexpensive systems costing a few hundred dollars to comprehensive options complete with workflow. You'll learn how to integrate digitized hard copy files with information that already exists in your system, such as Word, Excel and Outlook files, and how to manage electronic filing systems over the long term. This class will explore importing and exporting data from specialized applications, such as tax or accounting software, into a total document management solution and will include considerations for implementing paperless audits. 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.

Location

CalCPA Live Online Webcast
1800 Gateway Dr Ste 200
San Mateo, CA 94404-4072