Live Replay WebinarIntermediate level

K2's Saving Time With Electronic Forms

Name: K2's Saving Time With Electronic Forms
Price: 50.00 USD
Availability: InStock
Rating: 4.46 (46 reviews)

★★★★☆ 4.5 · 46 attendee ratings

Web portals, "low-code/no-code” data collection, and survey tools have changed how we collect data. Modern solutions like Microsoft 365 Forms, Zoho Survey, SurveyMonkey, Microsoft PowerApps, and legacy tools like Adobe Acrobat Forms allow users to create web forms and integrate the resulting data into business process workflows. This session introduces the range of available tools, demonstrates standard features, and shows how tools permit users to expose or conceal questions based on answers given earlier in the survey. Attend this session to learn how to use tools you already own to collect data from your team, customers, and vendors efficiently.

CPE Credits2

Length1h 40m

Field of Study Computer Software and Applications

Instructor Brian Tankersley

Learning objectives

Upon completing this course, you should be able to:

Identify the licenses or subscriptions required to use forms/data collection tools, including Microsoft Power Apps, Zoho Forms, Microsoft Forms, and Adobe PDF forms
Identify examples of benefits and risks of using each approach to creating forms
Identify which tool or approach would be the best fit for a particular data collection task

Major topics

Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool The benefits and risks associated with using each approach Examples of how tools can be used effectively, with examples

Who this is for

Accounting professionals who want to collect, aggregate, and report on data from employees, vendors, and customers more effectively

Prerequisites: None

What's included

Every registration comes with the course materials — yours to keep.

Course handout PDF

Course details

Recommended CPE credit: 2 — Computer Software and Applications
Field of study: Computer Software and Applications
Program level: Intermediate
Delivery method: Group Internet Based
Prerequisites: None
Advance preparation: None
Length: 1h 40m
Course number: 24c-eforms
Provider: K2 Enterprises

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

On its own

Live Replay Webinar Attend the next scheduled rebroadcast — full live CPE credit · 2 credits · 1h 40m

$50 Add to Cart

Webinar · Replay Live · 1 credits · 50 min

$25 View option

As part of a multi-day event

These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.

Sep 17

AI-Powered Productivity & Intelligent Automation Week Seminar · Sep 14–17, 2026 · Online · this course runs Sep 17, 2026 · event offers up to 30 credits

$175/day View event

Your instructor

Brian Tankersley

Speaker & Author · K2 Enterprises · ★ 4.5 instructor rating

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of...

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