Return to site

Turning your office paperless

Where did the paper go?

· Small Business,Technology

Paper accumulates. Too much paper can reduce efficiency and cost you money.

We outline some steps to get rid of it

Life is better without paper

Apart from saving the trees and not getting anymore paper cuts there are many benefits to not using paper.

Paper is everywhere. We hardly think about it, but businesses spend a lot of time and money moving paperwork around. Analysts have been predicting the arrival of the paperless office for more than two decades, yet more paper is produced every year.

It doesn't have to be this way. In almost all areas of business, it's now possible to get rid of paper entirely. Digital documents are simpler, easier to store and send, more searchable and more versatile than paper.

But many businesses have a long way to go before they become paperless. In this guide we'll look at the benefits of digital documents, and how you can reduce your paperwork to help you run your business more efficiently.

Why do we still use paper

Before we look at the benefits of going paperless, it's worth understanding why paper is still so common. Here are some of the reasons why businesses still use paper:

  • Government requirements

If the government tells you that you must keep paper records, you don't have much choice. But it doesn't happen often these days. Most government departments understand that digital documents are just as good.

  • Legal necessity

If you're applying for a loan or selling your business, signed paperwork is often a necessity. But lawyers are increasingly going paperless, so this practice is dying out.

  • Permanence and convenience

Some paper documents have been around for centuries and can still be read today. By contrast, some computer records from 20 years ago can't be accessed at all. So for a long life, paper can still seem like a good choice. But digital storage methods are stabilising and improving. Formats like PDF and JPEG will outlast many of the businesses that use them.

  • The way it feels

People like the way paper feels (psychologists call this 'haptic perception') and the fact that it's a real, physical item. Sometimes information inside a computer or the cloud doesn't seem so real. But this is changing as people grow up with computers being part of their lives.

  • Cost

Paper is cheap and easy to distribute. However, that's only part of the story. Once you start paying for printers, toner, servicing, maintenance, connectivity, cabling, user support and all the other associated costs, paper starts to look more expensive. And that's before you consider the cost of document storage.


So at least some of the reasons why we still use paper are historical and personal – not logical.

Benefits of a paperless office

Going paperless is more beneficial than it might first appear. Here's what can happen when a business starts to cut back on paper.

  • Reduced clutter

Paperwork on desks and shelves is not only untidy, it's inefficient too. Organisation of digital files is simpler, and your office will look much neater. That will help you clear your mind and focus on your business.

  • Fast access to information

Your digital documents can be stored, retrieved, indexed and searched much faster than paper ones.

  • Simpler disaster recovery

An entire company's documents could be stored on a single laptop instead of rooms of shelving. If there's a fire or flood, recovery from a backup is much easier with digital storage than with paper.

  • Cost reduction

You will save money on printing, postage and associated costs. You could even pay less rent – because you won't need all that space for your files.

  • Easier growth

Moving from an old office to a new one is much easier if you don't have to carry several filing cabinets with you.

  • It's environmentally friendly

Less printing means fewer trees cut down for pulp, and less energy used to make and transport paper.

  • Faster communication

Paper mail takes a day to arrive – if you're lucky. Emailed documents arrive within seconds. At a time when businesses need to move swiftly, getting rid of paper can give you a helpful burst of speed.

How to get there? 10 Steps to a paperless office.

Going paperless doesn't happen overnight, so you should plan your strategy for reducing paper use. Here are some steps to consider.

  1. Find out what you print now
    Even in a business it can be difficult to keep track of who's printing what, and when. Consider using print audit software so you can track where all the print jobs are coming from.
  2. Calculate potential cost savings
    Use quality accounting software to track all your print-related expenses. Include printers, ink or toner, paper, service contracts, storage and technical support. Deduct any revenues you receive from using paper, unless they would be matched by using digital documents instead. For example, printed newsletters might be replaced by emails, with no loss of sales revenue.
  3. Move to online applications
    Cloud Based Solutions let you share data easily with clients and suppliers. There's no need to worry about different file formats. So discuss some key applications with the companies you work with – see if they're willing to use the cloud too. Some useful cloud-based applications include:
    • Google Docs to collaborate on documents
    • Dropbox or Box to share files
    • Basecamp for simple project management
    • Evernote to take digital notes
    • PayPal to transfer funds

    The more areas of business you can move to the cloud, including accounts and payroll, the less you'll have to worry about technical support and file format issues.

  4. Don't forget training
    Work with your staff to ensure they can handle and process electronic documents, such as invoices.
  5. Incentivise your employees
    Give your staff a printing budget and reward them for printing fewer documents.
  6. Scan any paperwork you receive from other people
    Document scanners are reasonably cheap and can store paperwork in PDF format. If there's too much to handle, get a secure scanning company to do the work.
  7. Sign documents digitally
    Most countries now have laws that make electronically-signed contracts as legally valid as those signed with pen on paper.
  8. Use online banking
    Request paperless statements from banks and other financial institutions. If you're worried about missing anything, set up alerts in your accounting software to warn you in advance of when a bill is due. Pay your bills and your suppliers online.
  9. Update your office
    With less space being taken up with document storage, you can make your office a better place to work. Consider buying larger monitors, or a dual-monitor setup, so your staff can view more than one document at a time.
  10. Phase out old technology
    Some companies still send and receive faxes. But even here you can reduce paper use. Fax software lets you send and receive faxes as electronic documents – meaning less paperwork and lower costs.

Let's make this journey easier

Depending on how comfortable you are with technology, it may be difficult to change to a paperless office. Here are a few tips to make the journey easier:

  • Keep your documents secure

Use encryption to keep your documents safe from prying eyes.

  • Backup everything, regularly

Electronic documents are easier to store than paper – and easier to delete. Make sure you have backups online, using services such as or, and also offline. USB memory sticks, external hard drives, CDs and DVDs can all be used for offline storage.

  • Index everything

Electronic documents are more useful if they are fully indexed, so you can easily search and find what you're looking for. When scanning documents, make sure they are searchable by using OCR (optical character recognition) software. Scanning service companies can do this for you.

  • Be realistic

Going paperless is a goal, but it might be difficult or even impossible to eliminate all paper. If you're involved in real estate transactions, for example, there will still be a lot of paperwork involved.

  • Take small steps

Do whatever you can to reduce paper use. For example, if you have to print a document, use both sides of the sheet of paper. And if you print out a PowerPoint presentation, include two or four slides to a page. Even these small steps can make a big difference.

Source: Original Post on Xero

All Posts

Almost done…

We just sent you an email. Please click the link in the email to confirm your subscription!