K2’s Collaboration – Portals, Payments, And Signatures
Computer Software and Applications
2 CPE Credits
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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
- Identify portal products that fit your needs
- Differentiate between vendor options for payment processes
- 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
January 3, 2023
Course Authors
Randy Johnston
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
