Using e-Signature Software to Process Agreements-Updated
Overview
Transforming your practice or business to a digital model is a journey, not a destination. There are some digital initiatives that require a great deal of time and money to deploy. There are also many “low hanging fruit” initiatives that are relatively easy and inexpensive to deploy. E-signature software is a perfect example of the latter. John Higgins, a nationally recognized leader in accounting technology, will guide you through the process of evaluating, selecting and implementing e-signature software to streamline a solution, and secure your document signing processes. You will be surprised to discover how easy it is to take your engagement letter and contract signing workflow digital.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
The major topics covered in this course include:
- Review of the digital document signing process.
- Key features to evaluate in selecting a solution.
- Review and distinguish top selling e-signature applications.
- Best practices for deploying e-signature software in your practice or business.
Prerequisites
None
Designed For
Anyone who uses email or postal email to process documents for signature and counter signature.
Objectives
After attending this presentation you will be able to...
- Identify the key features to look for in e-signature software.
- Distinguish between the features of top selling e-signature applications.
- Recognize best practices for deploying e-signature software.
Preparation
None
Notice
Email w/link to webinar & materials will come from webinars@cpacrossings.com. If you do not receive email, check junk folder then contact CPA Crossings @ 877-370-2220 ext 1/webinars@cpacrossings.com
Leader(s):
Leader Bios
John Higgins, CPA Crossings LLC
John is the co-founder of CPA Crossings, LLC, which specializes in helping accounting, tax and financial professionals to leverage technology. John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions and workflow automation. This aids them in the transformation to a digital practice model that features paperless processes and leverages cloud computing . In 2015, John established CPA Crossings’ new Cloud Accounting Learning Center. This is a comprehensive knowledgebase of training, information and consulting services that is designed to help CPAs and financial professionals make the transformation to delivering accounting services through the use of cloud based accounting systems and other tools. This is the new accounting services paradigm for the 21st century, and John is regarded as a foremost authority on how CPAs can seize the opportunity. John recently co-authored Ten Steps to a Digital Practice in the Cloud, published by the AICPA. This book provides CPAs with a strategic roadmap for taking their organizations online by leveraging cloud computing. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country.
Non-Member Price $129.00
Member Price $109.00