Simplify your work with this Document Automation Software for Legal Tax Advocates
Reclaim working hours and cut operational costs at scale by automating document creation and editing, data and signature collection, document management, and storage.
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Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, JFIF, XLS, XLSX or TXT
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What makes pdfFiller an outstanding Document Automation Software for Legal Tax Advocates?
Explore a vast array of features that streamline your daily work.
Automated, end-to-end workflows
Create fillable forms, publish them online, gather data and signatures, and set automatic notifications and reminders. Access completed documents in one safe and organized space.
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.
Reusable templates
Transform your frequently used PDFs into editable templates that you can easily duplicate and reuse. Save time and eliminate errors by avoiding repetitive data entry.
Consistent branding
Ensure all your documents and customer interactions are on brand. Display your logo on PDFs, email notifications, and in the document editor. Customize email messages to ensure a cohesive experience across all communication channels.
Fast digital sharing
Share documents and templates for review and editing while maintaining control over access permissions. Instantly send documents to clients and employees via email, fax, or SMS.
Automated data transfers
Auto-populate PDF forms in bulk or extract data from multiple completed forms to a spreadsheet in seconds. Connect pdfFiller with Google Drive, Box, Dropbox, or OneDrive to transfer documents in one click.
Trusted document automation software
People all over the world use pdfFiller to handle paperwork digitally. Anytime and anywhere.
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users worldwide
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Fortune 500 companies using pdfFiller
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Eliminate manual paperwork hassles with an automated PDF solution
100% paperless workflows
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 automates document processes across industries
Our user reviews speak for themselves
Minimize manual paperwork with this Document Automation Software for Legal Tax Advocates
Explore the transformative power of pdfFiller’s document automation features, created to take your productivity to new heights. Get more work done with easy-to-use document automation tools right in your PDF editor. From role distribution to document routing, each feature is crafted to reclaim working hours and reduce manual effort.
But the advantages of this Document Automation Software for Legal Tax Advocates extend beyond efficiency. Personalize document routes to fit your unique requirements, manage the file’s accessibility, and assign roles for activating automated actions with the paperwork. Regardless of whether you’re working on contracts, processing invoices, or handling customer onboarding, pdfFiller adapts to you, enhancing your capability to deliver excellent outcomes. Follow these steps to streamline your paperwork routine.
Getting started with your Document Automation Software for Legal Tax Advocates
01
Access your account. Use your credentials to sign in to pdfFiller or create a new account with your current email address.
02
Open the Dashboard and click Add new. You can upload the PDF you already have, locate a suitable template in our library, or create one from scratch. Once you pick your option, you will be redirected to the editor.
03
Take advantage of the pdfFiller’s toolbar to edit the PDF or create it from scratch.
04
Add fillable fields. Click EDIT FILLABLE FILEDS on the right, find the type of field you need, and place it in the form.
05
Personalize the fields and simplify their completion by assigning them to particular parties in the field configurations.
06
Check the document and modify it as needed.
07
Click the dropdown next to DONE, and then Share. Set up the file access permissions and assign roles for collaboration.
Step into a world where document management is no longer a chore but a competitive benefit. Start your journey with pdfFiller today, and experience the transformation in how you work, grow, and succeed.
Ready to get started?
Jump in and try our Document Automation Software for Legal Tax Advocates hands-on!
Speed up document creation and editing
Streamline data and signature collection
Automate document transfers
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.
What is legal document management software?
The systems are designed for automated file sorting, storage, and retrieval of electronically-stored legal documents with advanced search tools. Additionally, legal document management solutions ensure security and access control of the documents shared for collaboration.
What is legal document automation software?
Document automation allows you to automate the legal document creation process with the help of intelligent templates. For law firms, document automation provides a centralized process for producing letters, motions, pleading, invoices, and other legal documents.
Can legal services be automated?
Lawyers can automate a significant portion of their work with current technology. Automation gives your law firm the advantage of servicing clients and attracting new business more efficiently. Law firm automation can: Remove room for human error related to duplicate data entry.
What is automation in the legal field?
Legal workflow automation helps law firms automate routine tasks. These processes allow lawyers and staff to focus on strategic tasks (or other areas that require their skills and expertise) and less on routine administrative tasks.
What is document automation software?
Document automation leverages third-party data to instantly generate personalized client reports, pitch books, fact sheets, and more, while saved templates turn document assembly into a repeatable process, making more time for engaging customers with tailored solutions.
What software does lawyers use?
Legal practice management software like Clio Manage offers a simple, all-in-one solution for dealing with legal documents with document management and advanced legal document automation features.
How does legal document automation work?
Document automation is the process of using software to create automated templates for documents — like contracts — eliminating the need to build documents from scratch every time. Once a template exists, software users typically answer a questionnaire, which the software uses to generate the contract instantly.