2024 MSCPA Annual Convention: Details

K2's 2024 Advanced Collaboration Solutions

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Thursday, September 19, 2024 @ 6:00pm – 8:00pm
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Description

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.

Prerequisites

Fundamental understanding of basic business technologies

Highlights

  • 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

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

Preparation

None

Credits

Category Amount
General 2.00