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.
Learning 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.
Major Topics
The major subjects that will be covered in this course include:
- A primer on AI technology applications in the accounting profession
- Ethical dilemmas that originate from the use of AI by CPAs
- Practical guidelines for using AI technology ethically
- Step by step guide for creating an AI usage policy for your organization
- Review of a variety of reference materials to assist you in using AI ethically
