Live Replay WebinarBasic level

K2's CRM - The Ultimate Business Automation Tool

Name: K2's CRM - The Ultimate Business Automation Tool
Price: 55.00 USD
Availability: InStock
Rating: 4.33 (30 reviews)

★★★★☆ 4.3 · 30 attendee ratings

This course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM’s role in streamlining workflows, organizing communications, enhancing client relationships, and improving efficiency. Participants will learn about key CRM features, integration with accounting software, and best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM’s transformative potential for business and financial management.

CPE Credits2

Field of Study Information Technology

Instructor Brian Tankersley

$55

Add to Cart — Live Replay Webinar What's a Live Replay? Start it whenever you like and earn live credit — see how it works → 100% Satisfaction Guarantee 30-day money back — no fine print Save up to $10.56 with a credit pass Want to attend live? See dates

Member of a state CPA society or professional organization? Many offer K2 programs to their members, so it's worth checking with yours. Member pricing may be available.

2 NASBA-sponsored CPE credits
Live Replay — the original webinar as a class you start anytime, full live CPE credit
No in-person dates currently scheduled — offered online only right now
Instant certificate on completion

📜 Fast certificates, stored in your account
🎓 NASBA Sponsor 167619

Not a CPA? See how credit works for you.

Ways to save

Save $10.56 with a credit pass

At the 40-Credit Pass rate ($22.22 a credit with the bonus), this 2-credit course comes to about $44.44: $10.56 less than buying it on its own.

Or start smaller: the 10-Credit Pass ($275.00) pays for it and leaves you 8 credits for more.

Year-end bonus: up to 5 free credits through Dec 31.

Certain conditions apply: not valid for the Federal Tax Update. Pass terms

Add the 10-Credit Pass Compare passes →

What's included

Every registration comes with the course materials — yours to keep.

Course handout PDF

Course details

Recommended CPE credit: 2
Field of study: Information Technology
Program level: Basic
Delivery method: Group Internet Based
Prerequisites: None
Advance preparation: None
Course number: 25c-crm

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

On its own

Live Replay Webinar Start it whenever you like — full live CPE credit · How Live Replay works · 2 credits

$55 Add to Cart

As part of a multi-day event

These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.

Dec 3

Performance Enhancement: Tools for the New Year Seminar · Dec 2–3, 2026 · Online · this course runs Dec 3, 2026 · event offers up to 12 credits

$200 View event

Your instructor

Brian Tankersley

Speaker & Author · K2 Enterprises · ★ 4.2 instructor rating

Brian Tankersley, CPA, CITP, CGMA (@bftcpa) is a renowned technology consultant, speaker, and author in the accounting industry. With over 34 years of experience, he has dedicated his career to helping accounting professionals navigate the ever-evolving world of technology. As the Director of Strategic Relationships at K2 Enterprises, Brian delivers high-quality seminars and courses on topics such as accounting...

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