K2's Saving Time With Electronic Forms

K2's Saving Time With Electronic Forms

K2’s Saving Time With Electronic Forms

Computer Software and Applications
1 CPE Credits
Course - K2's Saving Time With Electronic Forms
24c-eforms
In-Person, Webinar
Live
Intermediate
50 Minutes
Topics Learning Objectives Description Compliance

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

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

Accounting professionals who want to collect, aggregate, and report on data from employees, vendors, and customers more effectively None Computer Software and Applications 1 Credits January 1, 2024
Topics

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

No items found