K2's Collaboration - Portals, Payments, And Signatures

Tuesday, March 25, 2025
Webcast or Webinar, Online
3:00 PM - 5:00 PM (opens at 2:30 PM) EST
2Credits

Registration is Open

Members
$89.00 Regular Price
Non-Members
$119.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$40.00 Members / $56.00 Non-Members
Course Type: Webcast
Course Code: 24/6127680
Level: Basic
Vendor: California CPA Education Foundation
Field of Study: Computer Software and Applications

Overview:

Demands for an excellent user experience are at an all-time high. But how do you solve for easy collaboration, compliance, and workflow? What features do you need to be effective? How do you integrate payments, eSignatures, and other technologies to make interaction convenient? This session will explain the necessary features, provide an overview of the best technologies for collaboration, and help you think through how to solve your business problems. You'll learn about the options available from client portals, workflow management, payments, eSignatures, and more. Attend this session and arm yourself with the tools you need to succeed!

Objectives:

• Identify portal products that fit your needs • Differentiate between vendor options for payment processes • List examples of eSignature needs and features

Major Topics:

• Portals as collaboration enablement • Learn about payment options you can integrate into your portal • Leave with a checklist of features to consider for collaboration

Major Topics:

• Portals as collaboration enablement • Learn about payment options you can integrate into your portal • Leave with a checklist of features to consider for collaboration

Designed For:

Accounting professionals interested in collaboration technology, including portals, payments, and eSignatures

Prerequisites:

None