K2's Advanced Collaboration Solutions
Wednesday, May 21, 2025
1-3 p.m. Central
2 CPE (2 non-technical)
Course code: 25WA-1380
View pricing
Collaboration is more important now than ever. In this session, you will learn how to take advantage of today's collaboration tools to improve accuracy, customer/client service, and organizational efficiency.
Major subjects
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Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration
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Modern Payment Solutions: Understanding and integrating various payment options into your portal
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Effective Use of eSignatures: Streamlining processes and ensuring compliance
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Feature Checklist for Collaboration Tools: What to look for in the latest technology
Learning objectives
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Evaluate and select portal products that include PBC and 1040 workpaper functionalities
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Compare different vendor options for integrating payment processes
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Assess eSignature needs and the features that best address them
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Develop a comprehensive understanding of the features necessary for effective collaboration
Who should take this program?
- 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
Pricing
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$79.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Instructor
Tommy Stephens, CPA, CITP, CGMA
Location
Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
Fundamental understanding of basic business technologies
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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