K2's 2024 Advanced Collaboration Solutions

Wednesday, February 19, 2025
Webcast or Webinar, Online
10:00AM - 12:00PM (opens at 9:30 AM) EST
2Credits
Technical Business

Registration is Open

Members
$79.00 Regular Price
Non-Members
$109.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$40.00 Members / $56.00 Non-Members
Course Type: Webcast
Course Code: 24/AC006245
Level: Intermediate
Vendor: ACPEN
Field of Study: Computer Software and Applications

Overview:

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.

Objectives:

  • 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

Major Topics:

  • 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

Major Topics:

  • 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

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