K2’s Top Tips for Data Collection and Surveys
Computer Software and Applications
2 CPE Credits
Major Topics
Learning Objectives
- 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
- Select from a list benefits and risks from using each approach to creating forms (file-based, web-based, or survey tool)
- 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
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.
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
- 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
- Select from a list benefits and risks from using each approach to creating forms (file-based, web-based, or survey tool)
- 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
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.
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