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K2’s Saving Time With Electronic Forms

Course - K2's Saving Time With Electronic Forms

Upcoming Live Event Schedule

This course is part of an event and you must register for the associated event to participate.

Southeast Technology Conference
May 20, 2024 | Conference

Summer Tech Essentials Multi-State Conference
June 13, 2024 | Conference

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

Learning Objectives

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

Course Description

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.

Compliance Information

Intended Audience

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

Advanced Preparation

None

Field of Study

Computer Software and Applications

Credits

1 Credits

Published Date

January 1, 2024

Course Authors

Brian Tankersley

Knoxville, TN
Speaker & Author, K2 Enterprises

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 professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.

About Instructor Read Less

Overview

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.

Course Details

  • 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

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

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

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 1 Credits

IRS Program Number

Published Date – January 1, 2024

Revision Date

Course Authors

Brian Tankersley

Knoxville, TN
Speaker & Author, K2 Enterprises

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 professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.

About Instructor Read Less

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

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