It’s almost that time again when financial years end and tax preparation kicks into full gear. No matter if you’re a small, medium, or large business, keeping track of all your invoices and other financial documents can be a hassle. Thankfully, Acrobat has several tools that can help you with your taxes.
With Adobe moving beyond simple PDF creation and editing, it’s helping businesses by making so many of their tasks easier. Let’s take a quick look at which Acrobat tools are available for tax preparation, helping you organize, share, and protect your files.
Save and Snap with Acrobat Mobile app
Are you worried that you may lose your till slips or small tax documents? Acrobat has a mobile app that you can download for your phone or tablet. Once you have it installed, you simply tap on the scan button and take a photo of the paper.
The app will quickly save and upload the record to your saved cloud account. From there, you will be able to access the files at any time. It’s a quick and easy way to make sure you never spend hours hunting for those tiny slips again.
Edit your Tax PDF documents with Acrobat in your browser
Whether you use the mobile app or your PC to upload your tax files, there’s an easy way to access and edit PDF documents. Acrobat is available as a Chrome extension, letting you work on your invoices directly in your browser.
Not only can you use the records for tax purposes, but the browser extension also lets you sign forms. Now, you don’t need to worry about duplications or copied files when you have the original signed documents saved to the cloud.
Organize your Tax Documents in one place
So, you’ve taken photos of the tax documents with your phone, you’ve uploaded them from your PC, and you’ve used the extension to edit PDFs. Your Acrobat cloud space looks like chaos, but it doesn’t have to be that way. One of the tools that will help you with tax preparation is the ability to organize your files.
You can create folders and subfolders as you please. With the power to name folders and rearrange them, you’ll know exactly which PDF documents are where. Plus, you can still work on them anytime or make duplicates to place in different locations. The choice is yours.
Sharing and File Security
As a business or individual, there will come a time when you may need to share some of your financial documents. It may be to seek approval or receive a signature. While Acrobat lets you share PDFs with ease, you’ll want to make sure that only the responsible recipient receives the required files.
Fortunately, Acrobat lets you set a password for your tax documents, no matter which platform you use. It’s as easy as going into the file settings and selecting “Set Password.” Just remember to give the recipient the details; otherwise, they won’t be able to open the PDF.
Are you ready for the Tax Season?
It’s a crazy time of the year, with everyone preparing for the tax season and getting all their documents in order. Don’t make it harder on yourself than it needs to be. You have the Acrobat tools at hand to make this the easiest accounting exercise you’ve ever had.
Take security and organization under control by ensuring you send your files to the cloud to edit and record them for when you need to access them again!