Maximize your efficiency with pdfFiller's comprehensive Document Analytics Tool for Tax Preparers
Boost your daily operations by editing, storing, and tracking documents in one place. With unlimited cloud storage, PDF editing tools, real-time notifications, and audit trails, pdfFiller is the only document management solution you need.
Drop document here to upload
Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, JFIF, XLS, XLSX or TXT
Note: Integration described on this webpage may temporarily not be available.
G2 recognizes pdfFiller as one of the best tools to power your paperless office
4.6/5
— from 710 reviews
What makes pdfFiller an outstanding Document Analytics Tool for Tax Preparers?
Explore a vast array of features that enhance the accessibility and traceability of your documents.
End-to-end document workflows
Create documents and fillable forms, gather data and signatures online, and access completed documents in one safe and organized space.
Unlimited cloud storage
Keep your documents and templates safe in a secure cloud accessible from anywhere. Organize files into folders and use smart tags to locate them quickly.
Notifications & audit trails
Receive instant notifications once your documents are completed, reviewed, or edited. Keep track of every action made to your documents or inside your account with audit trails featuring time stamps and IP addresses.
PDF document editor
pdfFiller makes editing, filling out, and annotating PDFs seamless and straightforward. Quickly add text, dates, images, checkboxes, signatures, and other elements to your documents.
Collaboration & versioning
Share documents and templates for review and editing while maintaining control over access permissions. Track document changes and archive previous versions for reference.
Available on mobile
With pdfFiller's mobile apps for iOS and Android, you can access your documents from any device, including laptops, desktop computers, tablets, and smartphones.
Trusted document tracking software
People all over the world use pdfFiller to handle paperwork digitally. Anytime and anywhere.
64M+
users worldwide
420+
Fortune 500 companies using pdfFiller
4.6/5
average user rating
65.5K+
documents added daily
Automate the process of accessing, searching, and editing documents
100% paperless solution
Enhanced productivity & collaboration
Reduced paperwork and labor costs
Why pdfFiller wins
Cloud-native PDF solution
Access pdfFiller from anywhere. No lengthy installation and updates are required.
Top-rated for its ease of use
Edit, share, and track documents with an intuitive UI that only takes minutes to master.
Unlimited document storage
Securely store any number of documents and templates in the cloud.
Unmatched cost-to-value
Benefit from an all-in-one document management solution at a lower price than other brands.
Industry-leading customer service
Enjoy peace of mind with pdfFiller’s highly acclaimed customer support.
Security & compliance
Protect your data according to the highest security standards.
pdfFiller streamlines document management and tracking across industries
Our user reviews speak for themselves
Stay on top of your documents with our Document Analytics Tool for Tax Preparers
Misplaced documents, safety concerns, restricted storage capacity, and ineffective document workflows - seem all too relatable for Tax Preparers, doesn’t it? Using Document Analytics Tool that can also be leveraged as a collaboration platform could make a world of difference to your business. These online production tools ultimately function like a “document assembly line” that advances your paperwork through your company’s teams, enabling each to enhance value and accuracy that perfects your final product.
With pdfFiller, our custom-made Document Analytics Tool for Tax Preparers, you’ll get everything you need to change inefficiencies and roadblocks into more organized and arranged document-driven operations. pdfFiller combines document management, eSigning, data gathering, document execution, and so much more under one roof. Let’s take a closer look at what it offers.
How pdfFiller can transform your document-based workflows
01
Go paperless: Declutter your physical storage spaces by moving and saving, and handling all your files online in the cloud.
02
Boost your security: Control risks induced by dispersed documentation - centralize your data in one secure solution.
03
Improve adherence: Use our Document Analytics Tool for Tax Preparers to handle your files securely, following industry-adherent standards.
04
Supercharge team collaboration: Equip your team with tools that foster productivity and improve workflows.
05
Gain a centralized hub for your paperwork: Store, access, and audit documents effortlessly, all from one secure place.
06
Utilize a powerhouse of document-centric tools: From document generation and editing to automated eSigning and automated file routing - get all you need to eliminate the routine from your everyday operations.
Use our Document Analytics Tool for Tax Preparers to enhance the way you handle, store, and work together on files. Transform your business into a more efficient, secure, and cooperative environment. Keep up with your competition - start testing our dynamic tracking and collaboration suite today!
Ready to get started?
Jump in and try our Document Analytics Tool for Tax Preparers hands-on!
Store and organize documents
Edit PDFs on the go and collaborate
Track documents and their versions
Questions & answers
Below is a list of the most common customer questions.
If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Is QuickBooks a tax preparation software?
QuickBooks, versatile accounting software, is equipped with powerful tax preparation reports that can help you if you prefer to manage your tax obligations independently. It allows you to create tax reports like Profit and Loss, Expenses, and Sales Tax.
What is the best way to keep tax records?
The best way to store hard copies of tax documents is in a fire-proof safe. Along with your tax records you can keep other important documents like the deed to your house, mortgage and insurance information, your will or trust documents, and passwords to bank and brokerage accounts.
Are pictures of receipts ok for taxes?
Scan or photograph your documents If you tend to lose papers, here is some good news: the IRS will accept scanned and/or digital receipts for tax purposes. That means you can snap photos of your loose receipts with your smartphone.
What is the best way to organize documents?
Key Points Avoid saving unnecessary documents. Follow a consistent method for naming your files and folders. Store related documents together, whatever their type. Separate ongoing work from completed work. Avoid overfilling folders. Organize documents by date. Make digital copies of paper documents.
What order should my tax documents be in?
Arrange any supporting statements in the same order as the schedules or forms they support and attach them last. Attach a copy of Forms W-2, W-2G and 2439 to the front of Form 1040. Also attach Forms 1099-R if tax was withheld. Use the coded envelope included with your tax package to mail your return.
What is the best way to scan tax documents?
The best way to scan your tax document is to place it on a flat surface, like a table or desk, in a well-lit area. Stay away from any surfaces that are white or reflect too much light, or else the camera won't be able to scan the document properly.
What is the best way to organize your tax documents?
Steger's go-to method is organizing tax documents in four separate categories: income-related documents (such as W-2s from work or 1099s for contracts), receipts for potential write-offs (including medical expenses, mortgage interest and property taxes, and charitable donations), last year's tax returns and dependent
What is the most popular software used for filing taxes?
Best tax software of 2024 Best free tax software for simple returns: H&R Block. Best overall tax software package: TurboTax. Best affordable tax software package: TaxSlayer. Competitive tax software to consider: TaxAct.