Accounting & bookkeeping
PDF & form tools for accountants
Prepare and combine tax forms, engagement letters and client paperwork, get e-signatures, and export clean PDFs — free.
Common use cases
- ✓ Engagement letters
- ✓ Tax forms (W-9, W-4, T-slips)
- ✓ Invoices and receipts
- ✓ Client onboarding packages
Popular forms & templates
Example workflows
Onboarding a new client
- 1Send the client your engagement letter and intake form as fillable PDFs.
- 2They complete and sign both online and return them.
- 3Merge the signed engagement letter, intake form, and W-9 or ID into one client file.
Collecting tax documents
- 1Ask clients to fill out and sign the specific tax forms you need, like a W-9, W-4, or T-slip, online.
- 2Merge each client's forms into a single PDF as they come in.
- 3Compress large batches of scanned receipts or statements before archiving them.
Sending invoices and statements
- 1Fill out the invoice template with the client's details and line items.
- 2Convert it from Excel to PDF, if you build invoices in a spreadsheet, for a clean, less-editable copy.
- 3Password-protect statements that contain sensitive financial details before emailing them.
Getting started
- 1Pick the client document — an engagement letter, tax form, or invoice — you need to prepare.
- 2Fill it in yourself, or send it to the client to complete and sign online.
- 3Merge related documents into one client file for your records.
- 4Password-protect anything with sensitive financial details before emailing it.
Compliance notes
Record-keeping periods for tax and accounting documents vary by jurisdiction and document type — confirm the requirements that apply to your practice and clients.
This page is general information, not tax or legal advice — consult a licensed accountant or tax professional for guidance specific to your situation.
Client confidentiality rules may affect how you can send or store financial documents; check your professional body's requirements.
Frequently asked questions
Can clients e-sign engagement letters?
Yes — they fill and sign in the browser and return the signed PDF, no account needed.
Can clients fill out tax intake forms without creating an account?
Yes — they can fill and sign in the browser and return the completed PDF, no account required.
Should I password-protect financial statements before emailing them?
It's a reasonable extra precaution — use the Protect PDF tool to add a password before sending sensitive statements.
Can I compress a batch of scanned receipts before archiving them?
Yes — the compress tool shrinks image-heavy scans so a batch takes up less storage without making the pages illegible.
Free PDF & form tools for accounting & bookkeeping
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