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