MYOB PDF Manager. Easy, fast, secure PDF documents

Transcription

1 MYOB PDF Manager Easy, fast, secure PDF documents

2 MYOB PDF Manager is a simple, cost-effective solution for producing and managing PDF documents. You can use MYOB PDF Manager to create PDFs from files created in any software application. This means you can turn almost any document, including tax returns, Word documents, spreadsheets, general ledgers and many others, into secure and protected PDF files that you can safely to your clients. MYOB PDF Manager also allows you to combine multiple documents into a single PDF file, which you can save directly to your practice management system or to a directory structure, ensuring all your client work is easy to find and understand. With MYOB PDF Manager you can: Create secure PDF documents from any type of software Protect all your documents from unauthorised changes Apply additional encryption and password security if required Group multiple client documents into one file safely to clients no need to print or mail Save directly into your practice system, with the relevant client Use less paper Save time searching for, printing and mailing documents.

3 Create secure PDF documents from any application MYOB PDF Manager allows you to create PDFs from any type of file, such as Word documents, spreadsheets, tax returns, financial statements, etc. MYOB PDF Manager is fast to use. It creates PDF files in just a few seconds or a couple of minutes, depending on the file. So you can create PDFs immediately as you are working. By converting your documents to PDFs, you will have secure, protected documents that can t be changed by unauthorised users. You can even increase your security levels by password-protecting your PDF files, so that only appropriate people can open and read them. The PDF files you create can be ed to your clients safely and easily, without the risk of viruses. And by ing PDF files, you ll save time and costs associated with producing, printing and posting documents. Create PDFs quickly and easily from any application Combine multiple documents into a single file by simply selecting the ones you want Combine multiple documents into a single file With MYOB PDF Manager you can combine multiple documents into a single PDF file. For example, you can collate all the work from a client job, such as a client letter, tax return and financial statement, into one document. You simply select the relevant documents and the PDF Manager does the rest. This makes it easy for everyone to access and understand the job history, with all the relevant information in one place. PDF Manager also lets you manage your PDF documents. You can import PDFs from external sources, and you can preview all documents from within the PDF Manager for a quick review of the contents so there s no need to open the full application to see what s included.

4 Save documents directly to your practice system MYOB PDF Manager automatically saves PDF files into a number of practice management systems, including MYOB s Accountants Office, Profiles and Viztopia. Menu options automatically present your client lists, so it s easy to save work directly with the client. This saves time and makes information easy to find. Alternatively, you can save files directly to your own directory structure or electronic filing system. Easy to implement and use MYOB PDF Manager was designed to be really easy to use. You can install the software yourself in minutes, without the need for any external consulting or training. PDF Manager comes with a free online learning course, which users can work through at any time, at their own pace. Users can then continue to run the topics for reference whenever necessary. PDF Manager was designed to cover the core PDF workflows used by practices, so there are no unnecessary features to learn. It s a simple three-step process to create, combine and save your PDF files so everyone can be using the software in minutes. Save costs and time with MYOB PDF Manager Without MYOB PDF Manager With MYOB PDF Manager Print tax return Print letter Print other documentation Collate Photocopy Put in envelope and address Mail File paper copy Create PDFs of all relevant documents Select to combine into single file to client Save on system minutes work Takes 1 day to get to client Print, stationery, postage costs Less than 5 minutes work Gets to client immediately No hard costs MYOB PDF Manager

5 Three easy steps to managing your documents - securely, quickly, productively 1 Create PDFs MYOB PDF Manager increases document security, creating PDF versions of your important client documents. You can produce PDFs from any type of file letters, tax returns, reports and financial statements. 2 Collate multiple documents into a single file MYOB PDF Manager lets you collate documents into a single, easy-to-manage PDF file. For example, you can combine all the client work for a specific job into one file making it easy to understand and easy to distribute. 3 Save on your system MYOB PDF Manager improves workplace productivity, seamlessly integrating files into existing practice management software or directory structures for easier access. MYOB PDF Manager

6 About MYOB MYOB is a global provider of solutions that liberate business owners and accountants from the burden of day-to-day administration, empowering them to achieve business success. MYOB develops and delivers awardwinning software, services and support for more than 500,000 businesses and over 10,000 accounting practices worldwide. Solutions for your practice MYOB delivers innovative and powerful business solutions that cover practice management, taxation, client accounting, compliance and other services. We help make accounting professionals more productive by providing a range of integrated software solutions backed by comprehensive support, training and consulting services. MYOB works directly with accounting practices to streamline their processes and maximise their productivity. MYOB solutions are used by leading accounting practices from tax agents and sole practitioners to all the Big 4 firms. Through its understanding and partnership with both business owners and accountants, MYOB strives to further enhance the links between them for their mutual benefit. MYOB Limited is a public company listed on the Australian Stock Exchange (ASX symbol MYO ). CLIENT ACCOUNTING AccountantConnect Assets BankConnect BankLink General Ledger solutions ProfitCents ProfitOptimiser MYOB business products COMPLIANCE Corporate Compliance Insolvency Investments Superfund PRACTICE MANAGEMENT Accountants Office Alerts ClientConnect Document Manager M-Powered Services PDF Manager Professional Partner Program - Public Accountants Viztopia TAX FBT Tax production, lodgement and planning MYOB Australia Pty Ltd ABN accountants@myob.com.au MK