Using e-Signature Software to Process Agreements-Updated
2.00 Credits
Member Price $89
Non-Member Price $109
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
Leader(s):
Leader Bios
John Higgins, Owner, CPA Crossings, LLC Two Commerce Square
John H. Higgins, CPA.CITP is the co-founder of CPA Crossings and has been helping CPAs leverage technology for more than 25 years. He is a CPA with a strong background in information technology and is a nationally recognized author and speaker on accounting and tax technology. Higgins, and his CPA Crossings cofounder Bryan Smith, recently authored “Ten Steps to a Digital Practice via the Cloud” which has been published by the AICPA. Higgins has been recognized as a Top 20 Thought Leader in the Profession from the CPA Practice Advisor Magazine for the past two years.
Non-Member Price $109
Member Price $89