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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Edit, manage, and save documents in your preferred format
Convert documents with ease
Convert text documents (.docx), spreadsheets (.xlsx), images (.jpeg), and presentations (.pptx) into editable PDFs (.pdf) and vice versa.
Start with any popular format
You can upload documents in PDF, DOC/DOCX, RTF, JPEG, PNG, and TXT formats and start editing them immediately or convert them to other formats.
Store converted documents anywhere
Select the necessary format and download your file to your device or export it to your cloud storage. pdfFiller supports Google Drive, Box, Dropbox, and OneDrive.
Convert documents in batches
Bundle multiple documents into a single package and convert them all in one go—no need to process files individually.
Preview and manage pages
Review the documents you are about to convert and exclude the pages you don’t need. This way, you can compress your files without losing quality.
Protect converted documents
Safeguard your sensitive information while converting documents. Set up a password and lock your document to prevent unauthorized access.
How to quickly convert and compress your PDF?
Upload your document
Upload a document from your device, cloud storage, email, or URL.
Use the converter tool
Select your document and click Convert
.
Select format and destination
Decide on the file type and where you want to save the converted document—on your device or in your cloud storage.
Manage pages and additional settings
Once everything is set, you can access advanced settings to compress a document by excluding unnecessary pages, set passwords, and select other options.
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Customer trust by the numbers
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users worldwide
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average user rating
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PDFs edited per month
9 min
average to create and edit a PDF
Join 64+ million people using paperless workflows to drive productivity and cut costs
Great; better than it used to be. Used it many times in my pursuit of Real Estate. Write the contract, print and scan to the seller. Really Nice; economical; my attorney even asked about it; he's addicted to it now, too.
Darrell B
2014-08-27
PDF Filler is intuitive to use (easy buttons). The one add I would like is to be able to edit signed documents and initial the edits...currently signed documents are Read Only even to the originator.
Robert R
2016-08-24
This has made my life 100x easier. I'm able to complete and sign documents. Then file them with the court & it saves ink and paper cost. Thank you!!!!
Marisa E
2017-06-16
PDF editor that does the job.
It does the job to edit documents to avoid printing and scanning official documents.
I was impressed that I could place the cursor and be able to edit any online document. This enabled me to print or send a document without having to print ad scan the document.
It was difficult lining up the cursor or lining up where I could input information on the document. I would have appreciated a tutorial that was available at the beginning of the trial or purchase.
Brett S.
2023-01-28
I absolutely love the forms i can find in the library that are so useful to everyday life. It is incredibly easy to navigate fill in the fields and just print.
Tricia No R
2022-08-17
Some frustration with the search option. I was searching for W-2 for 2020. Could not find, so chatted. I'd solved my problem by the time the chat person responded. Today I was looking for a fillable PPP Loan Forgiveness form. It may be there, but the search said no results.
D Noble
2022-03-22
Just like last year!
I must file my church's taxes for our employees every year. I found this site last year. I love it! I prints the information I need. I can make copies and send it. I could send directly to IRS but chose not to do that route!!
Perry Boal
2022-01-19
It's fine so far, I double checked for accuracy off of the tax tables and it calculated correctly which is a positive for me and very helpful and a huge timesaver to know it is accurate and reliable
Susan K
2021-08-20
Wonderful Experience with this software…
Wonderful Experience with this software so far. very affordable also. Editing features are user firendly and easy to use. Also does the same basic things as Docusign if you want to esign a document by several different recipients.
Brian
2025-01-23
Increase your workflow with the Convert Excel to PDF feature for Wealth Management
pdfFiller allows anyone to digitize workflows and boost their productivity. It helps both individuals and businesses of all sizes, and saves time and costs by removing printing, scanning, and the necessity to ship documents.
pdfFiller provides lots of the features essential to workflow in Wealth Management business, including Convert Excel to PDF. Upload it to your account and use the these tools to edit and manage its layout and accessibility that don’t require any skills. If you don’t have a suitable copy of the document, search for it within the pdfFiller online library with over 25 million templates.
Take a look at the tools pdfFiller provides:
01
Use the pdfFiller editing tool to change any document
02
Type text on PDF, erase words and sentences, highlight important information, and hide confidential details
03
Add your legally-binding e-signature
04
Make your document easy to complete and sign with fillable fields
Focus on what is essential to your Wealth Management business while pdfFiller’s end-to-end document management solution ditches your paperwork-related issues.
Convert Excel to PDF for Wealth Management
The Convert Excel to PDF feature provides a seamless way for wealth managers to handle financial documents. This tool simplifies the process, allowing you to convert complex spreadsheets into universally accepted PDF files effortlessly.
Key Features
Easy conversion from Excel to PDF format
Maintain data integrity without any loss
Batch processing for multiple files at once
User-friendly interface for quick navigation
Secure processing to protect sensitive financial data
Potential Use Cases and Benefits
Presenting financial reports to clients in a professional format
Archiving important documents in a secure, accessible manner
Sharing spreadsheets with team members without formatting issues
Streamlining compliance documentation for audits
Creating permanent records of financial statements
By using the Convert Excel to PDF tool, you can eliminate the frustration of formatting issues and the risk of data loss. This feature provides a reliable solution for wealth managers who need to present data clearly and professionally, ensuring your clients receive the best possible service.
Get documents done
from anywhere
Create, edit, and share PDFs even on the go. The pdfFiller app equips you with every tool you need to manage documents on your mobile device. Try it now on iOS or Android!
