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PDF Editor

Use our built-in PDF editor to customize files, merge, highlight, annotate, leave notes and send fillable forms to your clients. There is no need to download and upload—everything is auto-saved within TaxDome.

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PDF Editor

Keep everything in one place

Seamless PDF editing within your portal

Bypass Adobe, Nitro, Foxit and other paid tools by using TaxDome’s native PDF editor. Avoid the hassle of toggling between programs or re-uploading files and keep your team organized in one place. Get started

All the necessary tools for PDF customization

With the built-in PDF editor, you can easily customize documents: delete unnecessary pages, combine multiple files into one, rearrange pages and more. Flexible editing options ensure that the PDFs can be tailored to meet the necessary requirements.

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Send fillable PDF forms to your clients

Create PDF forms and share them with your clients through chats or email; request your clients to fill in the required information. Clients can comfortably complete the forms directly from their client portal on desktop or mobile apps.

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Highlight important details with notes

Point out specific areas that need attention or provide feedback directly in the document by using notes. 

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Standardize feedback with quick stamps

Save time by eliminating the need to re-type frequent comments or phrases. Use predesigned stamps with common annotations such as “Please revise,” “Approved,” “Sign here” or create your own. 

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Review annotations, undo if needed

Тrack updates to documents made by your team or clients so you never miss critical changes and stay informed.

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All the necessary tools for PDF customization
Send fillable PDF forms to your clients
Highlight important details with notes
Standardize feedback with quick stamps
Review annotations, undo if needed

You asked, we delivered

Requested by the community

The PDF editor was released based on feedback from thousands of firms just like you. More about community

Requested by the community

Centralized hub for firm & client documents

Connect the entire lifecycle of your internal documents and client-facing documents with client and team activities and seamlessly manage your practice with minimum clicks and maximum productivity.

PDF editor

PDF editor

Merge PDFs, highlight, make notes or send fillable PDF forms to your clients

Сloud storage

Сloud storage

Store your practice documents securely, with no limits or additional costs

Desktop app

Desktop app

Upload documents from your computer directly to your client accounts

Virtual drive

Virtual drive

Manage all documents, freeing up space on your computer

Folder templates

Folder templates

Apply templates with one click or through automations

Share with third parties

Share with third parties

Securely share documents with third parties and provide expiring links

Unlimited e-signatures

Unlimited e-signatures

E-signatures integrated with the client portal

Bank-level security

Bank-level security

A secure home for your firm’s valuable documents

Implementation and Training "We have you covered"

Personalized support and assistance to ensure your firm’s success, as an add-on service. Learning new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:

  • The knowledge base
  • TaxDome Academy
  • Webinars
  • TaxDome community
  • Premium support
  • Free group onboarding
  • Paid advanced team training
Implementation and Training

Your concerns, answered

Frequently asked questions

Is the built-in PDF Editor a full editor with markup tools to replace Adobe?

Absolutely. The built-in PDF Editor has great viewing, markup and collaboration tools. And all changes to the PDF are saved in your TaxDome account.

Can you type text in PDF documents?

Yes, a built-in PDF editor provides extensive document customization capabilities. You can use various tools to edit and annotate files. The editor enables typing directly into PDFs for additions and modifications. It also allows creating fillable forms to send clients for easy data collection.

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