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K2's Saving Time With Electronic Forms


Business professionals can automate data collection processes by using today’s electronic forms. Learn about these tools and how to deploy them in this session.

 

Basic Course Information

Learning Objectives

  • 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 Subjects

  • 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

Brian Tankersley, CPA.CITP, CGMA, 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.


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