Saving Time With Electronic Forms

Saving Time With Electronic Forms - Virtual

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Availability

Registration Required

Online Meeting

Jul 16, 2026 2:00 PM - 4:00 PM CT

Cost

Member: $130.00

Non-Member: $180.00

Retired: $130.00

Educator & Government & Non-Profit Employee: $130.00

Credit Offered

2 CPE Credits

Field of Study:

2 Computer Software & Applications

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.

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

The benefits and risks associated with using each approach
Examples of how tools can be used effectively, with examples
Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool

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

Please note that this course is from a third party vendor, K2 Enterprises. We strongly recommend registering no later than one-hour before the course begins. Please contact K2 if you have questions at least 24 hours before the course begins: webinar@k2e.com. Thank you.