CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Webcast

Advanced Collaboration Solutions

Individual
Teams

$98.00

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Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

2 Credits: Computer Software & Applications
Course Level
Intermediate
Format
Webcast

Course Description

In an era where seamless collaboration and efficiency are paramount, K2’s Advanced Collaboration Solutions provides an in-depth look into integrating cutting-edge technologies to enhance client interactions and workflow. This course explores the latest advancements in client portals, incorporating PBC (Provided by Client) and 1040 workpaper products, integrating payment options, and eSignature capabilities. Understand how these tools meet compliance standards and significantly improve the user experience and operational efficiency. We will guide you through selecting the right mix of technologies to address your business challenges, ensuring your firm has the best tools for success in today’s digital landscape.

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Learning Objectives

Upon completing this course, you should be able to:

  • 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.
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Course Specifics

Course ID
WC1224387153
Revision Date
June 11, 2024
Prerequisites

Fundamental understanding of basic business technologies

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Randolph P. (Randy) Johnston Headshot
K2 Enterprises (Randolph P. (Randy) Johnston, MCS)

Randolph P. (Randy) Johnston is a nationally recognized educator, consultant, and writer with over 30 years’ experience in strategic technology planning, accounting software selection, paperless systems, systems and network integration, business continuity and disaster recovery planning, business development and management, process engineering and outsourced managed services. A consultant for high profile technology vendors, Randy delivers national seminars to CPAs, business groups, and IT leaders on technologies in accounting, healthcare, and banking. He also creates articles on over 30 technology topics including CPA firm technology, cloud technology, business continuity, accounting software, and business strategies leveraging technology. Accounting Today listed Randy as one …

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