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VERSION:2.0
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UID:165307imp
DTSTAMP:20260514T141042Z
DTSTART:20270508T150000Z
DTEND:20270508T170000Z
SUMMARY: K2’s NextGen Document Management\, Workflows\, And Portals
DESCRIPTION: The next generation of paperless technology has arrived. This session explores how firms are modernizing document management\, client collaboration & internal workflows using AI-enhanced systems & integrated portals. Learn how new-generation ("NextGen or NGX") paperless ecosystems combine security\, automation & accessibility to streamline client communications & approvals. The session will review leading document management & workflow tools\, portal features & how integration across accounting\, tax & client service platforms drives productivity & compliance. Attendees will leave equipped to evaluate & implement modern document systems that enhance client experience while maintaining robust security & compliance controls\n 
CLASS:PUBLIC
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