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K2’s Top Tips for Data Collection and Surveys

Course - K2's Top Tips for Data Collection and Surveys

Major Topics

Learning Objectives

  1. Identify the licenses or subscriptions required to use major forms/data collection tools including Microsoft Power Apps, Zoho Forms, Microsoft Forms, and Adobe PDF forms
  2. Select from a list benefits and risks from using each approach to creating forms (file-based, web-based, or survey tool)
  3. From a given fact pattern, identify which tool or approach would be the best fit for a particular data collection task

Course Description

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

Compliance Information

Advanced Preparation

None

Field of Study

Computer Software and Applications

Credits

2 Credits

Published Date

April 15, 2021

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 and “low-code/no-code” data collection and survey tools have changed how we collect data. Modern solutions like Microsoft 365 Forms, Zoho Survey, SurveyMonkey, and Microsoft PowerApps as well as legacy tools like Adobe Acrobat Forms allow users to create web forms and integrate the resulting data into business process workflows. This session will provide an introduction to the range of available tools, demonstrate some common features, and will show how some tools permit users to expose or conceal questions based on answers given earlier in the survey. Attend this session to learn how you can use tools you likely already own to efficiently collect data from your team, your customers, and your vendors.

Course Details

  1. Identify the licenses or subscriptions required to use major forms/data collection tools including Microsoft Power Apps, Zoho Forms, Microsoft Forms, and Adobe PDF forms
  2. Select from a list benefits and risks from using each approach to creating forms (file-based, web-based, or survey tool)
  3. From a given fact pattern, identify which tool or approach would be the best fit for a particular data collection task

Intended Audience

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 2 Credits

IRS Program Number

Published Date – April 15, 2021

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