Webinar

K2's Advanced Collaboration Solutions

---

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 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

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

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.

---

Related programs

Dec. 6, 2024 | K2's CPA Firm Technology and Management Update | Webinar

Dec. 6, 2024 | K2's Accessing Your Company's Data With Power Query And Power BI | Webinar

Dec. 6, 2024 | K2's 2023 The Digital Home | Webinar

Dec. 6, 2024 | AI and You | Webinar

Dec. 6, 2024 | K2's Automation For Increasing Personal Efficiency And Effectiveness | Webinar

---

Related products

CFO Career Upgrade with LinkedIn | Self-Study (On-Demand)

LinkedIn Profile Secrets for CPAs | Self-Study (On-Demand)

Surgent's Artificial Intelligence for Accounting and Finance Professionals | Self-Study (On-Demand)

Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence | Self-Study (On-Demand)

Surgent's Data Analytics: Planning and Implementation Strategies | Self-Study (On-Demand)

---