In 2003 we launched our very first product. It was PDF creation and editing software specifically designed for accountants and we called it pdfDocs. In the last 15 years, we've added another seven products to our suite, but pdfDocs is still our flagship product.
Today, pdfDocs is used by over half a million people at 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 key workflows like easily collating a cover letter, tax returns and financial accounts into a single PDF, and organizing, indexing and linking working papers through our electronic Organizer or Binder solutions, it remains as valuable as ever for accounting and financial users.
Below are key accounting workflows that make pdfDocs a time-saving solution for accountants.
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 PDF documents 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 up to three hours per week, per user when compared to standard manual workflows.
pdfDocs Organizer allows for easy management of your documents once created. 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 PDF 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 clever 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 solve 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 smarter.
About the author
Shane is the architect of DocsCorp's long-term technology vision and strategy and works closely with the Product Management and Engineering teams to execute it. Shane has a background in software implementation, consulting, and product management, holds a Bachelor of Business degree (Accounting/Economics) and is a qualified Chartered Accountant.