Using e-Signature Software to Process Forms & Agreements

Transforming your practice or business to a digital model is a journey, rather than a destination. There are some digital initiatives that require ...

4/17/2024 3:00pm - 4:30pm  |  Online  |  CPA Crossings

$69.00

CPE Categories: Specialized Knowledge & Applications (1.5 CPE)

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Description

Transforming your practice or business to a digital model is a journey, rather than 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 and secure your document signing processes. You will be surprised to discover how easy it is to take your engagement letter and contract signing workflows digital. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Presented by Higgins Advisory, LLC

Target Audience

Anyone who uses email or postal email to process documents for signature and counter signature.

Course 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.

Subjects

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 demonstration of top selling e-signature applications
  • Best practices for deploying e-signature software in your practice or business.