CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Webcast

Saving Time with Electronic Forms

Individual
Teams

$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Computer Software & Applications
Course Level
Intermediate
Format
Webcast

Course 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.

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Learning Objectives

Upon completing this course, you should be able to:

  • 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
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Course Specifics

Course ID
WC1224387126
Revision Date
June 11, 2024
Prerequisites

Fundamental understanding of business-related technology

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Brian F. Tankersley Headshot
K2 Enterprises (Brian F. Tankersley, CPA, CGMA, CITP)

Brian F. Tankersley, CPA, CITP, CGMA, is a consultant who advises firms and companies on accounting technology issues. Brian has made presentations in 46 of the 50 U.S. states, served as a guest speaker for many professional accounting organizations across Canada, and publishes a nationally recognized blog on accounting and technology. He has over 20 years of professional experience, including accounting, auditing, technology, and education. Cygnus Business Media recognized Brian F. Tankersley as one of the “Top 25 Thought Leaders in Public Accounting Technology” for 2011–2014. He also received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs …

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