Webcast: Advanced Collaboration Solutions
362 | Webcast | Intermediate | Scheduled
Description
In an era where seamless collaboration and efficiency are paramount, K2's Advanced Collaboration Solutions provides an in-depth look into integrating cutting-edge technologies to enhance client interactions and workflow. This course explores the latest advancements in client portals, incorporating PBC (Provided by Client) and 1040 workpaper products, integrating payment options, and eSignature capabilities. Understand how these tools meet compliance standards and significantly improve the user experience and operational efficiency. We will guide you through selecting the right mix of technologies to address your business challenges, ensuring your firm has the best tools for success in today's digital landscape.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Computer Software & Applications |
Designed For
Accounting and financial professionals who want to leverage the latest collaboration technologies, including advanced portals, payments, eSignatures and more, to enhance their practice's efficiency and client satisfaction
Prerequisites
Fundamental understanding of basic business technologies
Highlights
- Enhanced portals for collaboration: including PBC and 1040 workpaper integration
- Modern payment solutions: understanding and integrating various payment options into your portal
- Effective use of eSignatures: streamlining processes and ensuring compliance
- Feature checklist for collaboration tools: what to look for in the latest technology
Objectives
Upon completing this course, you should be able to:
- Evaluate and select portal products that include PBC and 1040 workpaper functionalities.
- Compare different vendor options for integrating payment processes.
- Assess eSignature needs and the features that best address them.
- Develop a comprehensive understanding of the features necessary for effective collaboration.
Prices
- Member (Early Bird)
- $79.00
- Non-Member (Early Bird)
- $109.00
- Member
- $79.00
- Non-Member
- $109.00
Instructors
Randolph P. Johnston, MCS
Randy has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2023. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2022 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.
In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in today's presentation.
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