K2's 2024 Advanced Collaboration Solutions

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  • Location
    • Your Computer
      Your Space
      ISCPA / ACPEN Webinar, ID 00000
  • Credits
    • 4.00
  • Credit Type(s)
    • Personal Development (4.00)
  • Prerequisites
    • Fundamental understanding of basic business technologies

  • Vendor
    • ACPEN
  • Level
    • Basic
  • Fields of Study
    • Personal Development
  • Message
    • Virtual Experience

Description

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.



  • Presented by James Lindell

    • Delivery Format: Live Webcast Replay

    Designed For

    Accounting and financial professionals who want to leverage the latest collaboration technologies, including advanced portals, payments, eSignatures, and more, to enhance their practice's efficiency and client satisfaction

    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

    Advanced Prep

    None

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    Leaders

    ACPEN Panel

    No Biography Available

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