K2's Road to Excellence - Part 1
Tech Update and Receipt Bank

What to do? What to buy? What to watch for? What to avoid? Get your answers in this session where you will learn about technology trends, recommended hardware specifications, applications and licensing, and security.

Learning Objectives

Upon completing this session you should be able to:
  • Describe an optimum computer configuration
  • Describe an optimum phone configuration
  • Select the best option for upgrading Microsoft Office
  • Learn how to implement data security and protect yourself from ransomware

Tax Season Mini Bootcamp

With tax season just around the corner, now is the time to get your firm in shape. With these 3 initiatives you can make the coming year-end and tax season your best yet. Whether you choose to implement one or all 3, they’ll have a profound impact on your efficiency, profitability, and team member and client satisfaction.

Learning Objectives

  • Key technology upgrades to implement between now and tax season
  • Key workflow changes to streamline your internal processes
  • How to adapt your pricing this tax season for greater profitability

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