By Shane Barnett, CTO and Co-Founder
In 2003 we launched our very first product. It was PDF creation and editing software specially designed for accountants, and we called it pdfDocs. In the last 15 years our offerings have grown substantially, but pdfDocs is still our flagship product.
Today, pdfDocs is used by over half a million people at all kinds of organizations – from single-person accounting offices, huge global firms, and everything in between. It has also been adopted by government departments, law firms, and all types of corporate divisions that work with PDF files.
But, because of critical workflows like collating a cover letter, tax returns, and financial accounts into a single PDF, and organizing, indexing and linking working papers, it remains as valuable as ever.
Create, review and mark-up key documents and working papers
The document creation, editing, and mark-up tools in pdfDocs make everyday workflows less time-consuming.
Create high-quality PDFs by printing to the pdfDocs PDF printer from any application. Print to pdfDocs from Word, Excel, web browsers and even specialist Accounting firm applications. Scanning workflows are catered for with automatic watch folders converting scanned documents into text-searchable PDFs.
Mark-up your PDFs with text comments, dynamic date stamps, ‘Sign here’ stickers, electronic signatures, and even create custom ‘marks’ to match your manual workpaper workflows.
Bundle cover letters, tax returns, invoices, and more using pdfDocs Organizer
The bundling tools in pdfDocs can save hours compared to standard manual workflows.
Organizer Mode makes it easy to manage documents for a specific client or project. You can rearrange, copy, delete, or hide any documents (or even just some pages in a document) to create your final PDF.
pdfDocs binder can be used to automatically create indexed Tables of Contents for larger bundles of documents like tax returns for a complex group, or workpapers to support financial accounts or audits.
Export, upload or email files, or save them directly into a practice management system
pdfDocs integration with leading accounting practice management systems means more seamless workflows for users. Accomplish tasks in fewer clicks and keep files organized by saving straight to the document management area within your practice management system.
pdfDocs gives users the option to email files as attachments from the in-program menu. It even has intelligent features like splitting a large PDF into smaller parts to work within email file size limits. When users click to export the PDF, they can also upload it directly to client portals like SharePoint.
pdfDocs has undergone a lot of changes in the 15 years since it was created to solve document problems faced by Accountants. Many features have been added to address new problems, and the UI has been updated many times over the years. What has stayed the same, however, is its ability to help accounting professionals work smart.