K2's NextGen Document Management, Workflows and Portals
Wednesday, Aug. 12, 2026
2-4 p.m. Central
2 CPE (2 non-technical)
Course code: 26WA-4479
View pricing
The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration, and internal workflows using AI-enhanced systems and integrated portals. Learn how new-generation ("NextGen or NGX") paperless ecosystems combine security, automation, and accessibility to streamline client communications and approvals. The session will review leading document management and workflow tools, portal features, and how integration across accounting, tax, and client service platforms drives productivity and compliance. Attendees will leave equipped to evaluate and implement modern document systems that enhance client experience while maintaining robust security and compliance controls.
Major subjects
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Modern document management and workflow automation.
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Secure client portals and digital collaboration tools.
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Implementation and ROI evaluation strategies for paperless systems.
Learning objectives
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Identify features and capabilities of next-generation document management and portal systems.
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Analyze how integrated workflows can improve firm efficiency and client satisfaction.
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Evaluate technology options to modernize a firm's paperless environment securely and effectively.
Who should take this program?
- CPAs and accounting professionals involved in client accounting, tax, or audit practices who seek to optimize workflow efficiency, strengthen document control, and enhance client collaboration through technology.
Pricing
|
Standard Member Fee |
$89.00
|
 Standard Nonmember Fee |
$89.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$89.00
(Standard Nonmember Fee).
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Location
Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level
Update
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
Basic understanding of cloud computing and accounting software environments
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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