pdfFiller for Independent Tax Preparers
Get through filing season with less paper and fewer holdups. Prepare, sign, and file every client document faster, all with one document solution.
Last updated on Aug 21, 2026
Try most popular PDF tools
Discover a full set of tools to handle any document task.
Edit PDFs
Make quick PDF edits online.
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
Send PDFs for review or editing.
Compress
Reduce PDF file sizes.
How it works
Watch pdfFiller in action
See how easy it is to fill, sign, and send any document — right from your browser.
Stay compliant. Stay audit-ready
Finance runs on trust. pdfFiller keeps every document secure and compliant, so sensitive data stays protected.
Everything you need for a paperless tax season
-
2M+ ready-to-use templates Find IRS forms, prior-year versions, tax organizers, engagement letters, and more in pdfFiller's online library. Open any template and tailor it to the client.
-
Online PDF editor Complete tax forms online from any device. Edit text, add fields, and fix mistakes fast. Highlight, redact, merge, and split files as needed.
-
Legally binding eSignatures Collect signatures on Form 8879, Form 2848, engagement letters, and other tax documents. Set the signing order, send reminders, and track progress in real time.
-
Secure sharing Share returns and tax forms by email or a link, and control who can view or edit them. Exchange comments right on the document, so questions and missing information don't get lost in emails.
-
Secure cloud storage Store tax forms, signed authorizations, completed returns, and supporting documents in encrypted cloud storage. Organize files into folders for quick access during tax season.
-
Direct e-filing File W-2, 1099-MISC, 1099-NEC, and Form 941 directly with the IRS from the pdfFiller editor.
Tax preparation, made easier
Trusted by CPAs, Bookkeepers, and Tax Preparers
pdfFiller is rated 4.6/5 stars on 125,000+ G2 reviews.
"Best PDF Editor"
Up until a few years ago, all PDF software seemed the same to me. 'What could they do that much better to make a difference' was a question I asked. PDFfiller answered the question the first time I got to use it. PDFfiller is the perfect PDF editing and managing software that I have tried by a mile. Modifying documents and making last minute changes has never been easier. Smart signature protection, revision history, and commenting are just a few of the great features that make PDFfiller my favorite.
"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.
"Effortlessly Professional Forms with pdfFiller"
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.
"Effortless Document Management with pdfFiller"
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.
"Affordable All-in-One PDF Editing and Signature Tool"
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.
Common tax forms
FAQs
If you can't find what you're looking for, please contact us anytime!
Save your tax organizer as a reusable template and send it by email, link, or text when filing season begins. Clients can fill it out from any device and send it back without printing or scanning.
Yes. IRS Form 8879 can be signed electronically. Send it for signature online, track its status, and receive the completed form with a full audit trail before filing the return.
Most tax preparers collect a signed engagement letter before work begins and a signed IRS Form 8879 before e-filing a return. For representation matters, clients may also need to sign IRS Form 2848.
Yes. Save your organizer as a reusable template and update it each filing season before sending it to clients. This helps keep your intake process consistent year after year.
Yes. pdfFiller is SOC 2 Type II certified and GDPR compliant. Tax returns, signed authorizations, engagement letters, and other client documents are stored in encrypted cloud storage.
Plans start at $8/month when billed annually. All plans include PDF editing, eSignatures, and cloud storage, plus a 30-day free trial.