Seminar
Live Replay WebinarIntermediate level
K2's Saving Time With Electronic Forms
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.
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
Course details
- Recommended CPE credit
- 1 — 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
- 50 min
- Course number
- 26c01520
- 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
Live Replay Webinar
Attend the next scheduled rebroadcast — full live CPE credit · 1 credits · 50 min
$25
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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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