Live Replay WebinarUpdate level

K2’s NextGen Document Management, Workflows, And Portals

Name: K2’s NextGen Document Management, Workflows, And Portals
Price: 50.00 USD
Availability: InStock
Rating: 4.86 (7 reviews)

★★★★★ 4.9 · 7 attendee ratings

The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration, and internal workflows using AI-enhanced systems and integrated portals. Learn how new-generation (“NextGen or NGX”) paperless ecosystems combine security, automation, and accessibility to streamline client communications and approvals. The session will review leading document management and workflow tools, portal features, and how integration across accounting, tax, and client service platforms drives productivity and compliance. Attendees will leave equipped to evaluate and implement modern document systems that enhance client experience while maintaining robust security and compliance controls.

CPE Credits2

Length1h 40m

Field of Study Computer Software and Applications

Instructor Randy Johnston

Learning objectives

Upon completing this course, you should be able to:

Identify features and capabilities of next-generation document management and portal systems
Analyze how integrated workflows can improve firm efficiency and client satisfaction
Evaluate technology options to modernize a firm’s paperless environment securely and effectively

Major topics

Modern document management and workflow automation Secure client portals and digital collaboration tools Implementation and ROI evaluation strategies for paperless systems

Who this is for

CPAs and accounting professionals involved in client accounting, tax, or audit practices who seek to optimize workflow efficiency, strengthen document control, and enhance client collaboration through technology

Prerequisites: Basic understanding of cloud computing and accounting software environments

What's included

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

Course handout PDF

Course details

Recommended CPE credit: 2 — Computer Software and Applications
Field of study: Computer Software and Applications
Program level: Update
Delivery method: Group Internet Based
Prerequisites: Basic understanding of cloud computing and accounting software environments
Advance preparation: None
Length: 1h 40m
Course number: 26c-docmgmt
Provider: K2 Enterprises

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 Attend the next scheduled rebroadcast — full live CPE credit · 2 credits · 1h 40m

$50 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.

Nov 30

Winter Multi-State Technology Conference Conference · Nov 30 – Dec 1, 2026 · Online · this course runs Nov 30, 2026 · event offers up to 16 credits

$250/day View event

Your instructor

Randy Johnston

Partner · K2 Enterprises · ★ 4.6 instructor rating

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,...

Full profile →