K2's 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.
Delivery Method: Individual webcast
CPE Credit: Computer software & applications
Program Level: Intermediate
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
Prerequisites
Fundamental understanding of basic business technologies
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
Preparation
None
Leader(s):
Leader Bios
Randolph Johnston, Executive Vice President & Shareholde, K2 Enterprises
Randolph (Randy) Johnston, MCS, has over 40 years of management and technology consulting experience and continues to be a top-rated speaker in the technology industry. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011–2021. His influence throughout the accounting profession is highlighted by being a recipient of the Accounting Today Top 100 Most Influential People in Accounting award from 2004–2021. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.
Randy has started and owns multiple businesses, including K2 Enterprises in Hammond, La., and Network Management Group, Inc. (NMGI) in Hutchinson, Kan. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America.
He has taught technology courses at Hutchingson Community College, James Madison University, Western Washington University and the University of Central Oklahoma.
Non-Member Price $109.00
Member Price $79.00