K2's 2024 Advanced Collaboration Solutions
Friday, September 06, 2024
Webcast or Webinar, Online
10:00AM - 12:00PM (opens at 9:30 AM) EST
2Credits
Technical Business
Registration is Open
Members
$79.00 Regular Price
Non-Members
$109.00 Regular Price
CPE PowerPass Users
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$40.00 Members / $56.00 Non-Members
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Course Type: Webcast
Course Code: 24/AC006233
Level: Intermediate
Vendor: ACPEN
Field of Study: Computer Software and Applications
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.
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
Major Topics:
- 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
Major Topics:
- 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