Tools

MYOB PDF Manager

Instantly convert any document, including tax returns; MS Word documents and MS Excel spreadsheets into secure PDF files.

  • Want to know more

  • Want to speak to someone?
    1300 555 666

  • Ideal if you...

  • Store documents electronically

  • Send documents via email

  • Are moving to a less paper practice

  • Easily scan and file correspondence

Features

Create PDF documents quickly and easily

MYOB PDF Manager allows you to create password protected PDFs from any type of client document, including tax return, letters, reports and financial statements. PDFs are the ideal format for communicating with clients. They’re universally accepted and look exactly as you intended – on any computer.

   

Bring multiple documents into a single file

With PDF Manager, you can collate all the work from a client job into a single, easy-to-manage PDF file. This makes it easy for everyone to access and understand the job history with all the relevant information in one place. Simply select the relevant documents and PDF Manager does the rest.
   

Save files directly into your system

PDF Manager automatically saves PDF files into a number of practice management systems, including MYOB Accountants Office, Document Manager, Profiles, AE Practice Manager, MYOB Intranet and MYOB Singleview. What’s more, it also allows you to save files directly with the client or to your own directory structure or electronic filing system – so everything’s easy to find.

Scanning made easy

PDF Manager’s scanning workflow takes you a step closer to a less paper office. Staff can easily scan the morning mail and then save and allocate it to the appropriate client. Misplaced a document? PDF Manager also provides ‘Watch Folders’ that monitor your network so you can quickly find and allocate correspondence with minimum fuss.

   

Add your own watermarks and stickers

PDF Manager allows you to apply watermarks, logos and stickers to all your documents, so you can be sure they are branded appropriately and carry the same quality as your paper communications.

Read the   Factsheet (PDF 992KB)   or  Book an online demonstration to find out more about PDF Manager.   

Want to know more?

Want to know more

Call a Client Manager 1300 555 666

Copyright © 2012 MYOB Technology Pty Ltd. All rights reserved.