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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Catalogue of upcoming webinars

Questions & Answers

Tech Update Questions
Answers
Does Ward have a must have/wish list for laptops?
Yes, please see slide 15 for my must have and like to have list. Today the requirements for a laptop and a desktop are essentially the same with battery life and weight key considerations for a laptop.
Will there be future webinars on AI and/or Blockchain?  If yes, what is the expected time? 
Our second half of the year sessions are not selected, and this is a great topic for us to consider. In the mean time check out our webinar.
Receipt Bank Questions
Answers
How does Receipt Bank integrate with Bookkeeping/Accounting programs and Tax Programs?
We have built-in integrations with many cloud bookkeeping softwares, including Xero, Sage, Quickbooks and more. There is also the ability to export all of the data from Receipt Bank into a CSV file, so that you can drop it into other programs which take CSV uploads.
Does Receipt Bank work with Sage50?
Not currently, but we do work with Sage Accounting. It is worth noting that we are currently building out a Sage50 integration which is targeted to be ready about mid-year 2019.