Back to your search

Going Paperless

Video learning

Free

22 MINUTES

Learning objectives

In this course, you'll learn some key things to consider when making the move to a paperless office, including some possible pitfalls, and tips for making it more successful.

Course outline

    The main topics covered are:
    • The reasons why the practice decided to go paperless
    • The costs to the practice of going paperless
    • The process they followed, including how they captured their historical paper
    • based information, and
    • The positive and negative outcomes that resulted from the changes the practice made

    Topics covered

    • Workpapers
    • Growth

    More courses you might be interested in

    2 Advisor CREDITS

    Find & Recode

    Learn the fastest way to fix lots of coding errors quickly. View course

    Self-paced learning

    3 Advisor CREDITS

    Monthly Product Updates

    Keep up with Xero's latest product updates and feature releases with our monthly product update. View course

    Self-paced learning

    40 Advisor CREDITS

    Xero Advisor Certification

    Get a good grounding in the key principles to convert clients, work in Xero and analyse reports View course

    Self-paced learning - 4 HOURS

    Still not what you're looking for?