K2's Saving Time With Electronic Forms 26-27

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

9/18/2026 3:00pm - 4:00pm  |  Online  |  CalCPA

Members: $55.00, Non-members: $65.00

CPE Categories: Specialized Knowledge & Applications (1 CPE)

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Description

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.

Course 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

• Distinguish examples of benefits and risks of using each approach to creating forms

• Determine which tool or approach would be the best fit for a particular data collection task

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

Prerequisites

Fundamental understanding of business-related technology