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5 Reasons Accountants Are Increasingly Reliant on PDF

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Financial statements, balance sheets, order forms, cash flow to debt ratio—as an accountant, your entire practice is reliant on forms. New and exciting technologies are revolutionizing the way accounting practices across the world work with, secure, sign, and archive their most sensitive documents. With advanced PDF technology, you can save your practice hundreds of hours of work each tax season.

Here are the 5 reasons why accountants are increasingly relying on PDF.

To create, review, and annotate important documents

Wouldn’t it be great if the numbers always stayed the same? Unfortunately, last minute changes, reprints, and miles of red pen scribbles are always part of the process. But what if they didn’t have to be?

With [Brand], you can review, annotate, edit, and redact easily and securely. Using this universal file format means that your clients won’t need to have the same word processor or accounting software as you do in order to review or suggest changes within documents. This saves time and prevents needless waste, but more importantly, it greatly reduces the likelihood of an accountant’s worse nightmare—errors.

Multiple formats and pages floating from desk to desk is a recipe for disaster. Trying to wrangle the final draft together from this mess is risky and inefficient, not to mention financially irresponsible. Keep all your edits, notes and more in one place with [Brand].

To keep your documents secure

Your clients’ financial information is sacred. You absolutely cannot subject their most sensitive information to vulnerabilities from your end. Protecting your documents with a standard firewall or basic password protection just doesn’t cut it these days. It only takes one breach to ruin the reputation of your firm.

PDF is one of the most secure document formats in the digital world, and [Brand] raises the bar even higher. Protect your files with 256-bit encryption level passwords. Create legally binding e-signatures to verify users. Set unique permissions to control how each user is allowed to interact with each document. All of this and more can be done with a file format that works universally, on every computer.

If you’ve ever wondered about the protection your files currently have, it probably means they aren’t secure enough. As an accountant, you don’t need to purchase an expensive security platform, just switch to [Brand].

To deal with international customers

International clients and customers at home who may be thinking of expanding need an accountant that is versatile. But at the end of the day, your brilliant bookkeeping won’t mean much if no one can open your files, or worse, if your formatting is altered.

By choosing [Brand], you ensure that your work looks the same and maintains its integrity no matter where it goes. As a universal file format, PDF is accessible on all types of devices and on every operating system. Your client will have to be using an Atari to not be able to see your work.

Along with optimized accessibility, the security measures that [Brand] provides are essential when sending documents across borders. As soon as your files leave their home country, government agencies have the right to sequester that information—but if it’s encrypted, they won’t be able to see a thing.

To save space

It’s your job to find your clients every possible way to save cash, so why wouldn’t you do the same for your firm? Switching to [Brand] can save money and countless hours by freeing up digital space and putting less of a burden on your operating system.

PDF is one of the smallest document formats and can be stored in large quantities virtually anywhere. As documents pile up on your hard drive, you’ll have to invest in external storage devices and deal with inevitable slowdown. By choosing to work with [Brand], you can easily halve the size of your file catalog. Your staff and your hardware will thank you!

To prevent waste

PDF isn’t just great for saving digital space. It’s also an effective way to cut back on material waste in your office.

It’s estimated that the average office worker wastes 10,000 pages of high-quality office paper each year. Even in the modern age, accountants are constantly printing, editing, reprinting, annotating, printing again, forwarding… the cycle never ends. Doing the math to figure out just how much you’re spending on wasted paper might make you turn as white as an 8x11 yourself.

Do yourself and the environment a favor by choosing [Brand]. Any edits, notes, and additions can be made in one format. You can also splice pieces from other documents and merge them to existing PDFs. When you’re finished, you can share with anyone seamlessly as there is no required software for PDF reading.

Stop exposing your (and your clients’) valuable information to intrusion, waste, and error. Find out more about how [Brand] can save your firm cash and optimize your workload.

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