K2’s NextGen Document Management, Workflows, And Portals

The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration, and internal workflows using AI-enhanced systems and integrated portals. Learn how new-generation ("NextGen or NGX") paperless ecosystems combine security, automation, and accessibility to streamline client communications and approvals. The session will review leading document management and workflow tools, portal features, and how integration across accounting, tax, and client service platforms drives productivity and compliance. Attendees will leave equipped to evaluate and implement modern document systems that enhance client experience while maintaining robust security and compliance controls.

Objectives

• Identify features and capabilities of next-generation document management and portal systems
• Analyze how integrated workflows can improve firm efficiency and client satisfaction
• Evaluate technology options to modernize a firm’s paperless environment securely and effectively

Highlights

• Secure client portals and digital collaboration tools
• Implementation and ROI evaluation strategies for paperless systems
• Modern document management and workflow automation

Who Will Benefit

CPAs and accounting professionals involved in client accounting, tax, or audit practices who seek to optimize workflow efficiency, strengthen document control, and enhance client collaboration through technology

Credits