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K2’s Collaboration – Portals, Payments, And Signatures

Course - K2's Collaboration – Portals

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

Learning Objectives

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

Course Description

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!

Compliance Information

Intended Audience

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

Advanced Preparation

None

Field of Study

Computer Software and Applications

Credits

2 Credits

Published Date

May 23, 2023

Course Authors

Randolph Johnston

Hutchinson, KS
Partner, K2 Enterprises

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services.
K2 Enterprises (K2E.com) – Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology. (1990 – Present, Hammond, LA)

About Instructor Read Less

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!

Course Details

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

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

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

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 2 Credits

IRS Program Number

Published Date – May 23, 2023

Revision Date

Course Authors

Randolph Johnston

Hutchinson, KS
Partner, K2 Enterprises

Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services.
K2 Enterprises (K2E.com) – Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology. (1990 – Present, Hammond, LA)

About Instructor Read Less

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

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