24WA-8272: K2's Advanced Collaboration Solutions (Webinar)
Saturday, November 23, 2024
11:00am - 1:00pm Central Time
2 CPE (2 non-technical)
- Thursday, November 7, 2024 - Webinar
- Friday, December 6, 2024 - Webinar
- Monday, December 16, 2024 - Webinar
- Tuesday, December 24, 2024 - Webinar
- Thursday, January 2, 2025 - Webinar
- Saturday, January 25, 2025 - Webinar
- Thursday, February 6, 2025 - Webinar
- Wednesday, February 19, 2025 - Webinar
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 objective(s)
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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
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Fees
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.
Standard Member Fee |
$79.00
|
Standard Nonmember Fee |
$79.00
|