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K2's 2024 Advanced Collaboration Solutions

Overview

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.

Prerequisites

Fundamental understanding of basic business technologies

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

Highlights

  • 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

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

6007007

2 CPE Credits
Computer Software & Applications: 2 Credits

Registration

Member Price:
$79
Non-member Price:
$109

Registration is open through 01/25.

Saturday, January 25th

2:00pm to 4:00pm

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Instructor

Thomas Stephens