Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

24WA-8735: K2's Advanced Collaboration Solutions (Webinar)

Friday, December 6, 2024
1:00pm - 3:00pm Central Time
2 CPE (2 non-technical)

Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

Alternate dates & more options

  • Thursday, November 7, 2024 - Webinar
  • Saturday, November 23, 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

  • 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

Learning objective(s)

  • 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

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  

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
checkmark Standard Nonmember Fee $79.00

More program information

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 Business Professionals' Network, Inc.
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. Learn more
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog