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.
DESIGNED FOR
All accounting/auditing professionals
BENEFITS
- Recall the accounting for internal-use software under ASU 2025-06
- Identify the accounting treatment for website development costs
- Identify the accounting implications of Software-as-a-Service (SaaS) arrangements
- Recall the accounting for external-use software
HIGHLIGHTS
- Master the accounting for software costs under U.S. GAAP
- Navigate capitalization, amortization, and impairment with confidence
- Understand the full lifecycle of internal-use software accounting
- Stay current on ASU 2025-06 and emerging guidance
- Apply accounting rules to SaaS, cloud computing, and website development costs
PREREQUISITES
None
ADVANCE PREPARATION
None