Paperless Office
Registration Closed
9:00 AM - 4:30 PM
Holiday Inn Kitchener-Waterloo Hotel and Conference Centre,
30 Fairway Road South,
Kitchener, Ontario, N2A 2N2
Who can attend
Personal Passport Price $280.00
Organization Passport Price $330.00
Member Price $420.00
New Member Price $420.00
Student Price $420.00
Public Price $520.00
CPD hours
Event type
Event description
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Would you like to find important documents in ten 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 course will use best practice methods and demonstrate proven processes for document management.

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.

The course 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.


  • Define key paperless terms such as Document Management, Records Management, and Business Process Management; calculate the ROI; and identify the Steps to Prepare for Paperless
  • Describe the need for Records Retention Guidelines and define a Records Retention Policy
  • Describe the three components of a paperless office – infrastructure, workflow, and people
  • Identify key characteristics of Electronic File Cabinet solutions and Document Management solutions and typical costs associated with these systems; recognize key vendors of these solutions and the products and services they offer
  • Identify key hardware requirements for moving to paperless, including Scanners, Computers, 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


Accountants and other business professionals who are accountable for information.

Special instructions
  • Participants should have a fundamental knowledge of computer operations
  • Group-live demo and discussion using color computer projection - NOT a hands-on course

Hard copy seminar material is NOT provided at seminars. More information can be found here..

Electronic material can be accessed one week prior to the program at https://pdlms.cpaontario.ca/ and should be downloaded in advance.

Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.

Speaker Bio

K2 Enterprises Canada and its US partner K2 Enterprises is the pre-eminent provider of technology-focused continuing professional education to accountants and other professionals in Canada and the United States. We offer seminars on Excel, Word, PowerPoint, Outlook and Access. In addition, our catalogue includes seminars on Internal Controls, Cloud Computing, Tech Tools to Prevent Fraud, Adobe PDF and overviews of current technology for accountants.

Ward Blatch, CPA, CA is a partner with K2 Enterprises Canada. Since joining K2 Enterprises in 2005, he has provided consulting and training services throughout the United States and Canada. Ward also has his own practice in Nova Scotia providing accounting, business consulting, training, and information technology support and evaluations to small business.