pdfFiller for Solo CPAs & Accountants
Cut the admin, not the accuracy. Handle tax and financial documents online, from engagement letters to signed returns, all with one secure solution.
Last updated on Aug 21, 2026
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Edit PDFs
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Sign
Add legally binding signatures.
Merge
Combine multiple PDFs.
Request signatures
Send a document for signing.
Convert
Transform PDFs into other formats.
Rearrange
Change the order of pages.
Share
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Compress
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PDF Tools for CPAs and Accountants
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Online PDF editor Update tax forms, engagement letters, and client documents without starting over. Add text, dates, images, and stamps, then merge or split files as needed.
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Fillable forms Turn any PDF into a fillable form with fields for text, dates, signatures, and more. Clients can complete forms online from any device, before you ever have to follow up.
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Legally binding eSignatures Send documents out for signature, set the signing order, and send reminders to keep things moving. Every signature comes with a full audit trail.
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Quick and secure sharing Send documents by email, link, or text and control who can view, complete, or edit them. Share forms with clients and collect completed documents without the back-and-forth.
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Secure cloud storage Store tax forms, signed documents, and client records securely in the cloud. Use folders to keep files easy to access and retrieve.
Less admin, more billable hours
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"Peach Perfect Financials"
PDFFiller is a key tool we use in our business. It's so easy to upload any PDF to pdfFiller. I love being able to edit or complete a form, merge PDFs, rearrange the pages, add E-signatures and to fax them.
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I like how pdfFiller makes it easy to fill out forms, change fonts, and formats. It makes everything easier to fill out, save, and send to customers. The ability to make documents look more professional is a great feature. The initial setup was pretty easy too; it guided me where to upload, save, and find everything I need.
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I like that pdfFiller makes editing documents and creating forms easy. Instead of having to recreate new forms, I can use and update what we have existing for future needs. I really like everything about it. The initial setup was extremely easy.
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I like pdfFiller because it offers a very reasonable price for both a PDF editor and digital signature platform, which can be expensive separately. It works as it should for editing PDFs and handling digital signatures. The initial setup was very easy, and I've been using it for a few years without issue.
Most common forms for Solo CPAs and Accountants
FAQs
If you can't find what you're looking for, please contact us anytime!
Upload your engagement letter or save it as a reusable template in pdfFiller, add signature fields, and send it to the client for signing. Once signed, the completed document is stored automatically with a full audit trail.
Yes. IRS Form 2848 (Power of Attorney and Declaration of Representative) can be signed electronically by the taxpayer and submitted to the IRS. With pdfFiller, you can send the form for signature and receive the completed copy with a full audit trail.
Most CPAs require a signed engagement letter before work begins. Depending on the services provided, clients may also need to sign IRS Form 2848, Form 8821, management representation letters, and other authorization forms.
Yes. pdfFiller is SOC 2 Type II certified and stores documents in encrypted cloud storage with access controls and audit trails to help protect sensitive financial information.
No. Clients can review and sign documents from any browser on any device. No account creation, software installation, or download is required.
Plans start at $8/month when billed annually. All plans include PDF editing, eSignatures, and cloud storage, plus a 30-day free trial.
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