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Live Webcast Replay

K2's 2023 Collaboration - Portals, Payments, and Signatures

Total Credits: 2 including 2 Computer Software & Applications - Non-technical

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ACPEN INDUSTRY |  Technology
Randolph (Randy) P. Johnston
Course Levels:
2 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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!

Basic Course Information

Learning Objectives
  • Identify portal products that fit your needs
  • Differentiate between vendor options for payment processes
  • List examples of eSignature needs and features

Major Subjects
  • Learn about payment options you can integrate into your portal
  • Leave with a checklist of features to consider for collaboration

Course Materials


Randolph (Randy) P. Johnston's Profile

Randolph (Randy) P. Johnston Related seminars and products

Exec VP – Co-Founder

K2 Enterprises, LLC

Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021, and was a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in Randy's presentations.


Fri, Oct 06, 2023 - 12:00pm to 01:46pm CDT
Mon, Oct 16, 2023 - 02:00pm to 03:46pm CDT
Wed, Oct 25, 2023 - 08:00am to 09:46am CDT
Sat, Nov 04, 2023 - 10:00am to 11:46am CDT
Fri, Nov 10, 2023 - 12:00pm to 01:46pm CST
Mon, Nov 27, 2023 - 02:00pm to 03:46pm CST
Sat, Dec 02, 2023 - 08:00am to 09:46am CST
Fri, Dec 08, 2023 - 10:00am to 11:46am CST
Mon, Dec 18, 2023 - 12:00pm to 01:46pm CST
Thu, Dec 28, 2023 - 05:00pm to 06:46pm CST
Fri, Jan 05, 2024 - 08:00am to 09:46am CST
Sat, Jan 20, 2024 - 10:00am to 11:46am CST
Tue, Jan 30, 2024 - 12:00pm to 01:46pm CST
Mon, Feb 05, 2024 - 02:00pm to 03:46pm CST
Wed, Feb 14, 2024 - 08:00am to 09:46am CST
Mon, Feb 26, 2024 - 10:00am to 11:46am CST
Mon, Mar 04, 2024 - 12:00pm to 01:46pm CST
Tue, Mar 12, 2024 - 05:00pm to 06:46pm CDT
Wed, Mar 20, 2024 - 08:00am to 09:46am CDT
Tue, Apr 02, 2024 - 10:00am to 11:46am CDT
Fri, Apr 12, 2024 - 12:00pm to 01:46pm CDT
Mon, Apr 29, 2024 - 02:00pm to 03:46pm CDT
Wed, May 01, 2024 - 08:00am to 09:46am CDT
Fri, May 10, 2024 - 10:00am to 11:46am CDT
Sat, May 25, 2024 - 12:00pm to 01:46pm CDT
Sat, Jun 01, 2024 - 02:00pm to 03:46pm CDT
Mon, Jun 10, 2024 - 08:00am to 09:46am CDT
Mon, Jun 17, 2024 - 10:00am to 11:46am CDT
Tue, Jun 25, 2024 - 12:00pm to 01:46pm CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Accounting professionals interested in collaboration technology, including portals, payments, and eSignatures
Original Recording Date 2023
Course Developer K2 Enterprises
Date Added to Catalog


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, Inc. 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. 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:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.