Technology-Focused Continuing Professional Education



Company Overview

Zoho has been developing and delivering business-oriented, Cloud-based solutions for over a decade. This privately-owned organization has approximately 3,500 team members and does not rely on outside investments, helping the company to stay focused on delivering solutions that solve problems, instead of meeting investor demands. Key among Zoho’s corporate values are the company’s commitment to investing in R&D and customer service; in fact, the Zoho currently invests more in these two areas than it does in sales and marketing.

Zoho currently offers a full suite of Cloud-based tools to help businesses solve problems, execute plans efficiently, and provide excellent customer service. Collectively, Zoho refers to this suite as “the operating system for business.” Presently, this suite consists of 35 different solutions in six key areas: 1) Sales & Marketing, 2) Email & Collaboration, 3 ) Business Process, 4) Finance, 5) IT & Help Desk, and 6) Human Resources.  Four key solutions offered by Zoho are discussed below; for information on the entire suite of solutions, please visit www.zoho.com.

Learn More About Zoho from K2 Enterprises

 Key Solutions Offered by Zoho

Zoho Books

Zoho Books is a cloud-based, full-featured accounting tools for small and emerging business. Books provides an organization with a full set of accounting tools so that managers can effectively record and track transactions and prepare the financial and operational reports needed to help ensure that the organization is meeting established objectives.

Zoho offers Books in three subscription models – Basic, Standard, and Professional – and pricing is $9, $19, and $29 per month for an entire organization; there are no per user charges. Free trials are available.

Depending upon the subscription selected, Zoho Books provides functionality in the following areas:

  • General Ledger
  • Accounts Payable
  • Bank Reconciliation
  • Accounts Receivable
  • Sales Orders
  • Inventory
  • Project Accounting
  • Timesheets
  • Invoicing
  • Reporting Tags

Organization opting to utilize Zoho Books can choose to integrate it with other Zoho services, including Zoho CRM, Zoho Projects, Zoho Expenses, and Zoho Reports for even greater functionality.

To learn more about Zoho Books, please click here or visit https://www.zoho.com/us/books/.

Zoho CRM

For organizations seeking to implement CRM functionality without the associated hassle, complexity, and expense associated with on-premise software and servers, Zoho CRM provides a powerful and affordable solution to help engage customers and clients. With Zoho CRM, you can track activities and communications associated with all of your organization’s  leads, contacts, accounts, and opportunities. Further, you can automate many of your outbound marketing activities through email templates, website visitor tracking, mass email, and auto-responders. You can even use Zoho CRM to manage your organization’s social media efforts and to generate sales quotes, sales orders, and invoices.

Indicative of many of the tools available from Zoho, one of the areas where Zoho CRM shines is integration with other tools, including those available from Zoho as well as third-parties. For instance, you can integrate Zoho CRM with Zoho Campaigns, Zoho Projects, Zoho Books, and Zoho Survey, among other Zoho tools. You can also integrage Zoho CRM with Microsoft Office (including Outlook), RingCentral, Twilio, Ringio, Avaya, and various services provided by Google, including Gmail, Sites, and Calendar. Of course, because mobility is critical to many professionals today, Zoho CRM allows you to access your information and perform mission-critical tasks from your mobile device.

Zoho offers a number of CRM plans to meet the needs of organizations of all sizes. Pricing ranges from $12 to $100 per user, per month, depending on the plan selected. Zoho reports that its most popular plan is Zoho CRM Enterprise and the price for this service is $35 per user, per month.

For more information on Zoho CRM, please click here or visit https://www.zoho.com/crm/.

Zoho Creator

Being able to quickly develop and deploy custom applications in today’s ever-changing business climate is a critical need for many organizations. Using Zoho Creator, you can create and deliver applications to heal streamline your business processes and encourage collaboration across your organization. Perhaps best of all, you don’t need to be a programmer to create powerful and elegant apps that will help to securely automate business workflows while gaining valuable business insights, even if you are operating in a mobile environment.

Zoho Creator provides a drag-and-drop environment that allows you – even if you are a non-technical user – to create applications with overwhelming ease. It supports workflows that allows you to incorporate branching logic into your applications, making them even more powerful. And with exceptional report-writing capabilities built-in to Zoho Creator, you can create powerful and insightful reports to help make informed and profitable decisions.

Of course, you can integrate Zoho Creator with other Zoho tools, including CRM, SalesIQ, Subscriptions, Books, and Reports. You can also integrate Zoho Creator with various third-party tools, including QuickBooks, PayPal, Google Apps, and Salesforce. And if you need to develop mobile apps, you can use Zoho AppCreator to address that need.

Pricing for Zoho Creator ranges from $5 to $15, per user, per month, depending on the plan selected. Further, you can get started with a free plan that has no limit on the amount of time you can use the tool.

For more information on Zoho Creator, please click here or visit https://www.zoho.com/creator/.  For more information on Zoho AppCreator, please click here or visit https://www.zoho.com/appcreator/.

Zoho Mail

Email is the most widely-used form of business communication today and a company that bills its suite of applications as “the operating system for business” could not be taken seriously if it did not offer business-class email. Zoho Mail provides business professionals with a powerful email tool, without the time-draining hassle of advertisements that sometimes appear in other webmail tools.

Zoho Mail is a true, business-class email service that provides administrators with the ability to create and manage email policies, groups, and quotas. Further, Zoho guarantees a minimum uptime of 99.9% and provides built-in anti-spam and anti-virus controls. You can access Zoho Mail from a browser on your computer, from your mobile device, or from Microsoft Office Outlook. In addition, your Zoho Mail account provides integrated instant messaging and group chat capabilities, making it easier than ever to collaborate. And your Zoho Mail account incorporates access to Zoho Docs, providing you and your team with online tools for word processing (Zoho Writer), presentations (Zoho Show), and spreadsheets (Zoho Sheets).

Paid subscriptions to Zoho Mail (including access to Zoho Docs), range from $2.50 to $10 per user per month, depending on the amount of storage required and features selected. A no-cost subscription to Zoho Mail provides support for up to 25 users, integrated access to Zoho Docs, and 5GB of mailbox storage space and 5GB of Docs storage space, per user.

For more information on Zoho Mail, please click here or visit https://www.zoho.com/mail/.


Full Listing of Zoho Solutions

Sales & Marketing

  • CRM
  • SalesInbox
  • SalesIQ
  • Survey
  • Campaigns
  • Sites
  • Social
  • Contact Manager
  • Forms
  • Motivator

Email & Collaboration

  • Mail
  • Notebook
  • Docs
  • Projects
  • Connect
  • BugTracker
  • Meeting
  • Vaults
  • Showtime
  • Chat

Business Process

  • Creator
  • AppCreator
  • Reports
  • Site24x7


  • Books
  • Invoice
  • Subscriptions
  • Expense
  • Inventory

IT & Help Desk

  • Desk
  • ServiceDesk Plus
  • Mobile Device Management
  • Assist

Human Resources

  • Recruit
  • People



Please use this form to request more information about this technology provider.

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Company Overview

Doc.It provides an integrated suite of applications designed to assist public accounting firms in managing the ever-increasing volume of documents under their control and the workflows associated with these documents. Founded in 2001, Doc.it currently serves firms of all sizes throughout North America.With deep integrations into firm-centric applications such as CaseWare, ProSystem fx Engagement, Microsoft Outlook, fax appliances, and virtually all practice management and other applications, Doc.It facilitates improved organization and efficiency within firms by helping team members to manage virtually all types of documents and workflows. Doc.It Perhaps the benefits associated with using Doc.It are best illustrated by the numerous industry awards the company has received including the following:

  • Accounting Firm Operations and Technology Survey 2016 Risk Mitigation Award
  • CPA Practice Advisor 5-Star Award
  • K2 Enterprises Quality Award
  • CPA Practice Advisor Technology Innovation Award
You can learn more about Doc.It by visiting www.doc-it.com or by continuing to read below.

Learn More About Doc.it from K2 Enterprises


Click here for more information on integrating Doc.It with CaseWare

Click here for more information on integrating Doc.It with ProSystem fx Engagement

doc.it Suite

Doc.It Suite
is a fully-integrated, cloud-enabled set of document management, storage, and workflow tools designed to assist public accounting firms in attaining better profitability through “paperless” processes. Included in the Doc.It Suite are the following tools, each of which fully integrates with all the other tools in the suite and with various external applications.

Doc.It Archive is the long-term document storage component of Doc.It Suite. Using Doc.It Archive, you can easily store PDF documents that are fully-indexed and tagged with appropriate records retention policies. You can also easily send documents from Doc.It Archive to clients through the integration with Doc.It Portal. And, although Doc.It Suite is a cloud-enabled service, if you would prefer to store your data on your local server, you maintain that option with Doc.It.

Doc.It Inbox is a temporary storage tool used to house “active” documents – in their native format – prior to sending them to Doc.It Archive, co-workers, Doc.It Work Binders, or other systems.

Doc.It PDF Editor provides PDF editing capabilities so that Doc.It Suite users can mark-up, edit, and rearrange PDF documents managed in Doc.It Suite. It also provides users with the ability to create and apply calculator tapes and tick marks to PDFs.

Doc.It Policy Manager allows firms to create and automatically apply policies – such as file naming and storage location policies – to all documents managed in Doc.It Suite. Using these policies, firms can increase efficiencies by ensuring that there is uniformity and consistency in document storage practices.
Doc.It Scan and Organize interfaces with your scanners to facilitate scanning and Optical Character Recognition (OCR) of documents into Doc.It Suite. The tool’s form recognition engine is capable of automatically identifying, naming, and organizing a countless number of document types. Further, because Doc.It Scan and Organize runs OCR, documents are searchable, potentially saving hours per user, per year when trying to locate specific elements of data.

Doc.It Web Portal is used to allow client and other third-party access – such as bankers and investors – access to documents stored in the Doc.It Suite. In addition, clients can also use Doc.It Web Portal to securely send sensitive information to a firm. Examples of documents typically stored or transmitted using Doc.It Web Portal include tax returns, financial statements, QuickBook data files, and Excel workbooks.

Doc.It Work Binders are electronic binders of documents and files stored in their native format. Using Doc.It Work Binders, you can keep all documents and files related to a particular project or engagement in a single electronic binder, easily accessed by team members working on the project or engagement. Once the project or engagement is completed, you can publish the binder to the Doc.It Archive for long-term storage.

Doc.It Workflow can be used to help manage all engagement types, ranging from simple individual tax returns to complex audit or consulting engagements. With Doc.It Workflow, you can establish and monitor due dates, assign tasks to team members, and electronically route a task or project to the appropriate team member.

In addition to the specific components outlined above, Doc.It Suite includes native search capabilities that facilitate quick and easy location and identification of documents of interest. Doc.It Suite also contains native “publishing” capabilities, allowing users to create fully-bookmarked, searchable PDFs of all documents related to an engagement. Doc.It Suite automatically stores the published PDF in the Doc.It Archive.


Doc.It Suite is offered in a subscription model and firms can add and remove users on demand, without the headaches and hassles of long-term contracts. Of course, in a subscription model, pricing is based on the number of users of the service and varies, as shown below.

  • For firms with 1 – 10 users, pricing is $35 per license, per month.
  • For firms with 11 – 40 users, tiered pricing is in effect starting at $35 per license, per month for the first 10 users. For the next 20 users, pricing is $30 per license, per month. For the next 10 users, pricing is $25 per license per month.
  • For firms with more than 40 users, pricing is $25 is per license, per month.

In all cases, the monthly subscription fees include unlimited phone and email-based support, all updates and upgrades, unlimited access by all team members and clients to the Doc.It Web Portal, and integrations with other software programs. Additionally, Doc.It strongly recommends training team members on how to realize the best productivity gains from Doc.It Suite; Doc.It offers both web-based and on-site training options for an additional fee.

Instead of monthly cost, perhaps a more useful estimate the value of Doc.It Suite lies in a measure of Return on Investment (ROI.) To illustrate, assume that each team member in a Doc.It Suite-enabled firm of ten users saves 5 minutes per workday as a direct result of being able to manage documents and workflows more efficiently. Further assume that just 50% of these time savings are converted into additional billings and that the average billing rate across the firm is $175 per hour. In a month of twenty workdays, the firm would bill an additional $1,458 per month, compared to its Doc.It Suite subscription fees of $350 per month. Over an entire year, this translates into additional profits of $13,300, and yields an ROI of 417%!

Additional Doc.It Resources

Case studies

Investigate Doc.It for a Firm of Your Size


White Papers



Western CPE Webcasts

Western CPE offers some of the highest-quality webcasts available. Included in the Western CPE curriculum are a number of accounting, auditing, and tax subjects, along with technology-focused topics presented by K2 Enterprises. We encourage you to look below to learn more about webcast learning options available from Western CPE!

  • See and hear the highest-quality instructors
  • Ask questions and receive real-time answers
  • Select from courses scheduled on multiple days and times
  • Interact with other participants
  • Learn about a variety of topics—with no test required
  • Receive your certificate of completion by email within 1 business day



Better Financial and Operational Reporting with QuickBooks

Course Description

Over 4 million small businesses and their accountants use QuickBooks software, yet many struggle with getting necessary reports from this market-leading application. If you are looking to obtain better, more insightful financial and operational reports from QuickBooks software, then you should participate in this session to learn how to get the information you need, when you need it, from QuickBooks.

In this session, you will learn not only how to take full advantage of the built-in report library in QuickBooks, but also how to link many of these reports to Excel so that you can simply refresh them moving forward. In addition, you will learn how to build financial statements that consolidate data from multiple QuickBooks data files and also how to work effectively with QuickBooks Statement Writer. Further, you will learn how you can use Open Database Connectivity to create real-time links between your QuickBooks databases and desktop productivity tools such as Microsoft Office Excel and Access. In short, if you work with or support QuickBooks software, then this session is “must-see CPE!”

Learning Objectives

Upon completing this session, you should be able to

  • Utilize QuickBooks’ built-in reports to their fullest potential;
  • Export financial reports to Excel with linked data flowing into the report from QuickBooks;
  • Create combined (consolidating) reports from multiple QuickBooks companies;
  • Work efficiently with the QuickBooks Statement Writer; and
  • Construct reports that utilize Open Database Connectivity (ODBC) to link data from QuickBooks into other reporting applications, including Excel

CPE Credit: Recommended for 2 hours Specialized Knowledge and Applications
Instructional delivery method: Group-live demo and discussion using color computer projection
Prerequisites: Fundamental understanding of basic QuickBooks operations
Program level: Intermediate
Advance preparation: None
Who should attend: Accounting and financial professionals seeking to enhance the financial and operational reports generated by QuickBooks



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By Phone: (888) 542-9390

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