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AI, Technology & Innovation

Collaboration - Portals, Payments, And Signatures (On-Demand - K2E)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

Business collaboration options have never been better. Portals, eSignatures, and payment platforms make it easy to transact business in ways previously unimaginable. Attend this session to learn about your best collaboration options.

 
Access expires 180 days from purchase date

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!

Applicable for

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

Learning Objectives

  • identify portal products that fit your needs
  • differentiate between vendor options for payment processes
  • list examples of eSignature needs and features

Content

  • portals as collaboration enablement
  • learn about payment options you can integrate into your portal
  • leave with a checklist of features to consider for collaboration

Course Content Created: 2023

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by K2E. For over three decades, the team of professionals at K2E has created and presented the finest in technology-focused education. Today, their focus remains unchanged – delivering outstanding value to customers with every interaction.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Course Details
Cost
$80
Members
$90
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

AI, Technology & Innovation

Collaboration - Portals, Payments, And Signatures (On-Demand - K2E)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$80
Members
$90
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits

Overview

Business collaboration options have never been better. Portals, eSignatures, and payment platforms make it easy to transact business in ways previously unimaginable. Attend this session to learn about your best collaboration options.

 
Access expires 180 days from purchase date

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!

Applicable for

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

Learning Objectives

  • identify portal products that fit your needs
  • differentiate between vendor options for payment processes
  • list examples of eSignature needs and features

Content

  • portals as collaboration enablement
  • learn about payment options you can integrate into your portal
  • leave with a checklist of features to consider for collaboration

Course Content Created: 2023

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by K2E. For over three decades, the team of professionals at K2E has created and presented the finest in technology-focused education. Today, their focus remains unchanged – delivering outstanding value to customers with every interaction.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.