Advanced Collaboration Solutions
2 Credits: Computer Software & Applications
$98.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction Advanced Collaboration Solutions
Format
Webcast
Course Level
Intermediate
CPE Credits
2 Credits: Computer Software & Applications
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.
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.
Course Specifics
WC1224387153
June 11, 2024
Fundamental understanding of basic business technologies
None
Compliance Information
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 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 …
Related Courses
-
Computer Software & Applications
Tax AI
Ashley Francis, CPA& Orumé Hays, CPA, CGMA, MST
Webcast
Credits: 1 $49.00 -
Computer Software & Applications
Digital Ledger: The Future of Note-Taking in Accounting
Sabrina P. Cook, CPA Webcast
Credits: 1 $49.00 -
Computer Software & Applications
Excel Best Practices and Features
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Webcast
Credits: 2 $98.00