Enhance collaboration with Document Sharing Solution for Accounting

Strengthen document security by eliminating the need to send email attachments or use other public channels. Share documents safely via protected links and track changes with ease.

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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 Sharing Solution for Accounting?

Explore a vast array of features that streamline your daily work.

Multiple sharing options

Share documents securely via direct links and QR codes or embed fillable forms in your website. Alternatively, send documents via email, fax, or SMS.

Secure shareable links

Generate short links to your documents, configure privacy settings, and make it easy for recipients to access your files from any device.

Permissions control

Decide who can access your documents and how they can interact with them. Allow recipients to view, edit, or eSign documents in an intuitive online PDF editor.

Password protection

Lock your documents with a password to protect them from unauthorized access.

Expiration dates

Enhance security by setting expiration dates for your shareable links. Ensure users can access your documents only within a specified time frame.

Instant notifications

Receive real-time alerts once your documents are reviewed, filled out, signed, or edited. Track every document change and stay in the loop at all times.

Trusted document editing and sharing 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

238K

documents shared per month

Create, edit, and share documents securely with an end-to-end PDF solution

100% paperless workflows

Enhanced productivity & collaboration

Reduced paperwork and labor costs

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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 processes across industries

Our user reviews speak for themselves

5.0

Great features. Easy to learn. The features I've used so far have been fantastic. pdfFiller is quick and easy to learn. The only feature it doesn't have that I would utilise is when creating a form and using the 'formula' option I'd like to be able to add formulas like in excel e.g. =field_1 so that I can duplicate a form entry where it has been entered previously. I chatted with the live support team about this and they were fast to respond & took this request onboard for future updates. A great product and fantastic customer service.

Cara

5.0

AWESOME CUSTOMER SERVICE AND POLICIES Used PDFfiller for one document and forgot to cancel my trial subscription. As soon as I was billed, I contacted customer support for a refund and Anna from the customer support team did it immediately. The process was so swift that even I was surprised. I wish more companies were as quick and understanding as these guys. Will definitely not hesitate to use this company again or recommend it to people. Thankyou so much!

Ruqaiyah Ahmad

How to use the most effective Document Sharing Solution for Accounting

Discover all the possibilities of document management with pdfFiller’s cutting-edge capabilities for efficient distribution and collaboration on files. Effectiveness and connectivity are critical for solutions like this Document Sharing Solution for Accounting, and pdfFiller is your dependable partner in reaching just that. Explore the ease and convenience of having the ability to share important paperwork with colleagues, clients, or partners anytime, anywhere, and on any device.

With real-time updates and notifications, you always keep abreast, making sure that projects move forward seamlessly. This platform enables teams to work together more effectively, fostering a collaborative environment that brings great outcomes. Additionally, pdfFiller ensures that your documents are distributed and kept safely. With advanced encryption and permission settings, you control who opens or modifies your PDFs, protecting your sensitive data.

Steps to get started with your Document Sharing Solution for Accounting

01

Get started with pdfFiller by signing in to your current account or creating a new one and starting a free trial. While on trial, you can access exclusive features for effective document management.

02

Go to the Dashboard, click Add new, and import, create the PDF form from scratch, or get an appropriate template in the catalog.

03

Once you’re in the online editor, you can make all the modifications to the form utilizing pdfFiller’s editing toolbar.

04

Add fillable fields for more efficient collaboration. Click the EDIT FILLABLE FILEDS button on the right, select the field type, and drop it where needed across the page. Add as many fields as needed.

05

Assign fillable fields. As needed, assign particular fields to certain people you will share the work with. When done with field configurations, click SAVE to continue editing.

06

Once done with the document, click the dropdown next to DONE, and select Share. Choose the most appropriate option to send the form.

Embrace the effectiveness of pdfFiller’s functionality and enhance your document-based workflows. Elevate your productivity, enhance collaboration, and secure your paperwork in one platform. Start your journey towards exceptional efficiency and connectivity by creating your account now.

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Jump in and try our Document Sharing Solution for Accounting hands-on!

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Enhance data security

Simplify document tracking

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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 are the three types of documents in accounting?

8 types of accounting documents Invoice. An invoice is a record of credit transactions from a sale or purchase. Cash memo. A cash memo is a document that records cash sales and purchases. Receipt. Pay in Slip. Check. Debit note. Credit note. Voucher.

How do you organize accounting documents?

Keep reading! Gather all your accounting documents. Scan all your documents into digital files. Create a file system for organizing your documents. Label each document with a unique identifier. Store your documents in the appropriate folders. Backup your documents regularly.

What is considered as a source document for accounting?

In the accounting industry, source documents include receipts, bills, invoices, statements, checks i.e., anything that documents a transaction. Any time a business spends or receives money, a source document is created. Source documents are an integral part of the accounting and bookkeeping process.

What is the best file sharing for accountants?

FileCloud is the best cloud storage for accountants, since it combines data storage and management in a synchronous manner. FileCloud offers affordable solutions so that accounting firms can store and share data securely and compliantly. FileCloud doesn't read your private data and no one else can either.