Enhance collaboration with Document Sharing System for Accounting and Tax

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

Note: Integration described on this webpage may temporarily not be available.

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What makes pdfFiller an outstanding Document Sharing System for Accounting and Tax?

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.

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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

Good company with a great product This is a good company with a great product. I am a retired attorney who was in need of a certification of trust for our family living trust. I checked pdfFiller and found what I needed but then realized that in my experience as a lawyer, I already knew the basics of what had to be done. So I cancelled the subscription and within minutes, received word from pdfFiller that the subscription would be cancelled. An honest company that is responsive, with good products - can't do better than that.

Randolph Roeder

5.0

Actually, I just came across this with a standard google search. I was using Adobe Illustrator and it was overkill and took ages to load every time I just wanted to update a PDF file. This has been awesome and so easy and quick to use! The 'Signature' option was a bonus as well!

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How to leverage the best Document Sharing System for Accounting and Tax

Unlock the full potential of document management with pdfFiller’s state-of-the-art features for efficient distribution and collaboration on files. Productivity and connectivity are critical for solutions like this Document Sharing System for Accounting and Tax, and pdfFiller is your trustworthy partner in achieving just that. Discover the intuitiveness and convenience of being able to share important paperwork with team members, clients, or partners anytime, anywhere, and on any device.

With actual updates and notifications, you’re always in the loop, ensuring that projects move forward seamlessly. This solution enables teams to work with each other better, fostering a collaborative environment that leads to great outcomes. Plus, pdfFiller ensures that your documents are shared and kept safely. With advanced encryption and permission settings, you control who views or modifies your PDFs, protecting your sensitive information.

Steps to get started with your Document Sharing System for Accounting and Tax

01

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

02

Go to the Dashboard, click Add new, and upload, create the PDF form from scratch, or find an appropriate template in the library.

03

Once you see the online editor, you can introduce all the modifications to the form utilizing pdfFiller’s editing tool panel.

04

Add fillable fields for more productive collaboration. Click the EDIT FILLABLE FILEDS button on the right, pick the field type, and place it where required across the sheet. Add as many fields as needed.

05

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

06

As soon as the paperwork is ready, click the dropdown next to DONE, and select Share. Choose the most appropriate option to distribute the form.

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

Ready to get started?

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

Speed up document editing and sharing

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 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.

How to file accounting documents?

Organizing Your Accounting Documents Digitally: A Step-by-Step Guide 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.

What is the role of accountants in developing system documentation?

The accountant plays an important role in the system development team as an expert. Regarding this matter, accountants are responsible for aspects of the conceptual system related to certain operational rules, such as requirements, reporting and achieving internal control objectives that the system must achieve.