New
K2's Saving Time With Electronic Forms
Thursday, Sept. 17, 2026
9-11 a.m. Central
2 CPE (2 non-technical)
Course code: 26SR-P016
View pricing
Collecting data no longer needs to involve emails, spreadsheets and manual rekeying. Explore modern electronic forms and low code tools that make it easy to gather, aggregate and report on information from employees, vendors and customers. Learn how solutions such as Microsoft Forms, Power Apps, Zoho Survey, SurveyMonkey and Adobe Acrobat Forms can be used to streamline workflows and improve accuracy. Examine how conditional logic and integrations allow forms to adapt based on responses and feed data directly into business processes. Leave with practical ideas for using tools you may already own to save time and improve data collection.
Major subjects
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Comparing capabilities and costs of popular forms and data collection tools.
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Benefits and risks of various approaches to electronic forms.
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Using conditional logic to control form questions and responses.
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Integrating form data into reporting and workflow processes.
Learning objectives
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Identify licenses or subscriptions required to use common forms and data collection tools.
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Compare benefits and risks associated with different approaches to electronic forms.
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Determine which form tool is best suited for specific data collection needs.
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Recognize opportunities to integrate form data into business workflows.
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Apply best practices for designing efficient and user-friendly electronic forms.
Who should take this program?
- Accounting professionals who want to collect, aggregate and report on data from employees, vendors and customers more effectively.
Pricing
|
Standard Member Fee |
$220.00
|
 Standard Nonmember Fee |
$270.00
|
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