Guide2026-03-213 min read
PDF Tools for Accountants — Financial Documents & Tax Returns
Accounting PDF Workflows
Tax Season
Merge PDF — combine W-2s, 1099s, and supporting docs
Add Page Numbers — number the tax package
Compress PDF — meet e-filing size limits
Client Deliverables
Add Watermark — mark as DRAFT until finalized
Add Header & Footer — firm name on every page
Protect PDF — password-protect financial statements
Audit Preparation
Bates Numbering — sequential numbering for audit trails
Flatten PDF — lock filled forms
Extract Pages — pull specific statements
Data Security
All files stay in your browser — critical for CPA firms handling sensitive financial data.