K2’s NextGen Document Management, Workflows, And Portals
Overview
The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration, and internal workflows using AI-enhanced systems and integrated portals. Learn how new-generation (“NextGen or NGX”) paperless ecosystems combine security, automation, and accessibility to streamline client communications and approvals. The session will review leading document management and workflow tools, portal features, and how integration across accounting, tax, and client service platforms drives productivity and compliance. Attendees will leave equipped to evaluate and implement modern document systems that enhance client experience while maintaining robust security and compliance controls.
Highlights
- Modern document management and workflow automation
- Secure client portals and digital collaboration tools
- Implementation and ROI evaluation strategies for paperless systems
Prerequisites
Basic understanding of cloud computing and accounting software environments
Designed For
CPAs and accounting professionals involved in client accounting, tax, or audit practices who seek to optimize workflow efficiency, strengthen document control, and enhance client collaboration through technology
Objectives
- Identify features and capabilities of next-generation document management and portal systems
- Analyze how integrated workflows can improve firm efficiency and client satisfaction
- Evaluate technology options to modernize a firm’s paperless environment securely and effectively
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Randolph Johnston, Executive Vice President, K2 Enterprises LLC
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. Professional Service: •K2 Enterprises (K2E.com) - Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology. (1990 - Present, Hammond, LA) •Network Management Group, Inc. (NMGI.com) – Chairman & CEO, Stockholder – Consults and specializes in Strategic Technology including planning, selection and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence and CRM; Infrastructure including: Cloud, Business Continuity, Virtualization, Backup, and remote mgmt. (1983 – Present Hutchinson, KS) •Hutchinson Community College – Department Chair, Professor, Adjunct – Mathematics & MIS Depts. Designed and taught courses in all areas of mathematics & computing. (1977 - 1997) Professional Data Services - Programmer and system designer - Developed a medical system including the first paperless claims in Kansas, appointments and collection systems. Owned ComputerLand, Entre’ and Connecting Point stores, received first IBM PC and first Compaq portable in KS. (1978 - 1981) •Farmland Industries - Programmer and system designer - Developed and maintained P&L, Credit Union and Feedlot accounting. (1977 - 1978) Awards: •Accounting Today - Listed as one of the 2004-2016 Top 100 Most Influential People •CPA Practice Advisor - Accounting Hall of Fame 2011, Top 25 Thought Leader 2011-2017 •Accounting Technology – Listed as one of the top nine technology stars in the industry •AICPA Technology Conference – Past Chair and featured Speaker for the past 31 years Who’s Who in Business & Industry – 1990-2017; in Computing 1987-2017 - Acknowledged as a leading business professional and as a leading computing professional Certifications: •Microsoft Certified Professional – MCP (Microsoft Corporation) •Certified Network Administrator – CNA (Novell Corporation) •Certified CAD specialist, Network Professional, Data Communications (AutoDesk, 3Com, Entre’)
Non-Member Price $119.00
Member Price $89.00