PDF for accounting
Collecting forms from vendors, and turning a spreadsheet into the paperwork it implies.
Where the time actually goes
A W-9 has to be collected from every vendor before the first payment, and that obligation does not depend on how much you end up paying them. The reporting threshold changed for 2026, but the collection requirement did not.
Chasing those forms by email works at low volume and falls apart as the list grows. With hundreds of payees it stops being an annoyance and becomes a compliance exposure that repeats every payment cycle.
The other recurring job is the reverse: taking a list you already have — a spreadsheet of invoices, statements or letters — and producing one document per row.
The tools for it
- Create fillable PDFDraw boxes where people should type, and get a PDF they can fill in.
- Fill PDF formFill in a PDF form’s fields and lock them if you want — nothing uploaded.
- Bulk invoicesTurn one spreadsheet into a folder of invoice PDFs — free, and nothing is uploaded.
- Create an invoiceMake a proper invoice PDF — nothing uploaded.
- Sign PDFDraw or type your signature and place it anywhere — embedded as vector.
- Merge PDFCombine several PDFs — and JPG or PNG photos — into one file, in the order you want.
What this does not do
We do not collect form responses. A document that needs a signature can go out as a signature request, which tracks who has signed and sends reminders — but there is no inbox that gathers completed forms from a whole vendor list.
We make the form, fill it, sign it and produce documents in bulk. Distribution and follow-up stay with you or with a service built for it.
We are also not tax advice. The tools handle the documents; whether a particular form is the right one is between you and your accountant.
In every case above, the document is processed without ever being transmitted. Nothing is uploaded, which for confidential filings, student records, unpublished manuscripts and salary data is not a convenience but the point.
Set it up for the whole team
One Team plan covers everyone: $7 per seat, per month · 2 seats minimum. Every tool with no daily limit, shared seats and roles, and up to 100 signature requests a month with an audit trail. Your team's first yearly plan comes with a 30-day refund.
Tell us how your work flows and a person replies within one business day with a setup that fits.