{"id":214150,"date":"2023-02-27T00:37:00","date_gmt":"2023-02-27T05:37:00","guid":{"rendered":"https:\/\/sftarticles.wpenginepowered.com\/en\/?p=214150"},"modified":"2025-07-01T19:56:51","modified_gmt":"2025-07-02T02:56:51","slug":"acrobat-tools-for-tax-preparation","status":"publish","type":"post","link":"https:\/\/cms-articles.softonic.io\/en\/acrobat-tools-for-tax-preparation\/","title":{"rendered":"Acrobat Tools for Tax Preparation \u2013 Organizing, Sharing, and Security of Files"},"content":{"rendered":"\n<p>It\u2019s almost that time again when financial years end and <strong>tax preparation<\/strong> kicks into full gear. No matter if you\u2019re a small, medium, or large business, keeping track of all your invoices and other financial documents can be a hassle. Thankfully, <strong>Acrobat has several tools<\/strong> that can help you with your taxes.<\/p>\n\n\n\n<p>With Adobe moving beyond simple PDF creation and editing, it\u2019s helping businesses by making so many of their tasks easier. Let\u2019s take a quick look at which <strong>Acrobat tools are available for tax preparation<\/strong>, helping you organize, share, and protect your files.<\/p>\n\n\n<div class=\"sc-card-program\">\r\n  <div class=\"sc-card-program__body\">\r\n    <div class=\"sc-card-program__row clearfix\">\r\n      <div class=\"sc-card-program__col-logo\">\r\n        <img decoding=\"async\" class=\"sc-card-program__img\" src=\"https:\/\/images.sftcdn.net\/images\/t_app-icon-s\/p\/30e0f2e8-96d0-11e6-b461-00163ec9f5fa\/1146307800\/adobe-reader-icon.png\" alt=\"Acrobat for Tax Preparation\" width=\"100px\" height=\"100px\">\r\n      <\/div>\r\n      <div class=\"sc-card-program__col-title\">\r\n        <span class=\"sc-card-program__title\">Acrobat for Tax Preparation<\/span>\r\n        <a class=\"sc-card-program__button sc-card-program-internal\" href=\"https:\/\/adobe.prf.hn\/click\/camref:1101lr4vs\/pubref:Branded_content_DC\/destination:https%3A%2F%2Fwww.adobe.com%2Fdocumentcloud.html\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">DOWNLOAD<\/a>\r\n      <\/div>\r\n      <div class=\"sc-card-program__col-rating\">\r\n        <svg class=\"rating-score__content\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" version=\"1.1\" x=\"0\" y=\"0\" viewbox=\"0 0 50 50\" enable-background=\"new 0 0 50 50\" xml:space=\"preserve\"><path class=\"rating-score__background rating-score--good\" fill=\"none\" stroke-width=\"6\" stroke-miterlimit=\"10\" d=\"M40 40c8.3-8.3 8.3-21.7 0-30s-21.7-8.3-30 0 -8.3 21.7 0 30\"><\/path><path class=\"rating-score__value rating-score__value--0\" fill=\"none\" stroke-width=\"6\" stroke-dashoffset=\"0\" stroke-miterlimit=\"10\" d=\"M40 40c8.3-8.3 8.3-21.7 0-30s-21.7-8.3-30 0 -8.3 21.7 0 30\"><\/path><text class=\"rating-score__number\" content=\"\" text-anchor=\"middle\" transform=\"matrix(1 0 0 1 25 31.0837)\" data-auto=\"app-user-score\"><\/text><\/svg>\r\n      <\/div>\r\n    <\/div>\r\n    <div class=\"sc-card-program__row\">\r\n      <span class=\"sc-card-program__description\"><\/span>\r\n    <\/div>\r\n    <div class=\"sc-card-program__row\">\r\n      <img decoding=\"async\" class=\"sc-card-program__bigpic\" src=\"\" onerror=\"this.style.display='none'\">\r\n    <\/div>\r\n    <a class=\"sc-card-program__link track-link sc-card-program-sponsored\" href=\"https:\/\/adobe.prf.hn\/click\/camref:1101lr4vs\/pubref:Branded_content_DC\/destination:https%3A%2F%2Fwww.adobe.com%2Fdocumentcloud.html\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><\/a>\r\n  <\/div>\r\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Save and Snap with Acrobat Mobile app<\/h2>\n\n\n\n<p>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 <strong>tap on the scan button<\/strong> and take a photo of the paper.<\/p>\n\n\n\n<p>The app will quickly <strong>save and upload the record<\/strong> to your saved cloud account. From there, you will be able to access the files at any time. It\u2019s a quick and easy way to make sure you never spend hours hunting for those tiny slips again.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"452\" height=\"104\" src=\"https:\/\/articles-img.sftcdn.net\/sft\/articles\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-1.jpg\" alt=\"Acrobat Tools for Tax Preparation\" class=\"wp-image-214154\" srcset=\"https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-1.jpg 452w, https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-1-300x69.jpg 300w, https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-1-18x4.jpg 18w, https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-1-150x35.jpg 150w\" sizes=\"auto, (max-width: 452px) 100vw, 452px\" \/><\/figure><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Edit your Tax PDF documents with Acrobat in your browser<\/h2>\n\n\n\n<p>Whether you use the mobile app or your PC to upload your tax files, there\u2019s an easy way to access and edit PDF documents. Acrobat is available as a Chrome extension, letting you <strong>work on your invoices directly in your browser<\/strong>.&nbsp;<\/p>\n\n\n\n<p>Not only can you use the records for tax purposes, but the browser extension also lets you <strong>sign forms<\/strong>. Now, you don\u2019t need to worry about duplications or copied files when you have the original signed documents saved to the cloud.<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Work With PDFs Directly in Google Chrome | Adobe Acrobat | Adobe Document Cloud\" width=\"840\" height=\"473\" src=\"https:\/\/www.youtube.com\/embed\/OAkJQZ0Eytc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Organize your Tax Documents in one place<\/h2>\n\n\n\n<p>So, you\u2019ve taken photos of the tax documents with your phone, you\u2019ve uploaded them from your PC, and you\u2019ve used the extension to edit PDFs. Your Acrobat cloud space looks like chaos, but it doesn\u2019t have to be that way. One of the tools that will help you with tax preparation is the <strong>ability to organize your files<\/strong>.<\/p>\n\n\n\n<p>You can <strong>create folders and subfolders<\/strong> as you please. With the power to name folders and rearrange them, you\u2019ll 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.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"455\" src=\"https:\/\/articles-img.sftcdn.net\/sft\/articles\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-2-1024x455.png\" alt=\"Acrobat Tools for Tax Preparation\" class=\"wp-image-214155\" srcset=\"https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-2-1024x455.png 1024w, https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-2-300x133.png 300w, https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-2-768x341.png 768w, https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-2-18x8.png 18w, https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-2-1200x533.png 1200w, https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-2-150x67.png 150w, https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-2.png 1256w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Sharing and File Security<\/h2>\n\n\n\n<p>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 <strong>Acrobat lets you share PDFs with ease<\/strong>, you\u2019ll want to make sure that only the responsible recipient receives the required files.<\/p>\n\n\n\n<p>Fortunately, Acrobat lets you <strong>set a password for your tax documents<\/strong>, no matter which platform you use. It\u2019s as easy as going into the file settings and selecting \u201cSet Password.\u201d Just remember to give the recipient the details; otherwise, they won\u2019t be able to open the PDF.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"752\" src=\"https:\/\/articles-img.sftcdn.net\/sft\/articles\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-3.png\" alt=\"Acrobat Tools for Tax Preparation\" class=\"wp-image-214156\" srcset=\"https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-3.png 1000w, https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-3-300x226.png 300w, https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-3-768x578.png 768w, https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-3-16x12.png 16w, https:\/\/articles-img.sftcdn.net\/auto-mapping-folder\/sites\/3\/2023\/02\/Acrobat-Tools-for-Tax-Preparation-3-150x113.png 150w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Are you ready for the Tax Season?<\/h2>\n\n\n\n<p>It\u2019s a crazy time of the year, with everyone preparing for the tax season and getting all their documents in order. Don\u2019t 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\u2019ve ever had. <\/p>\n\n\n\n<p>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!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Make sure your tax documents are secure and ready with Acrobat tools!<\/p>\n","protected":false},"author":9205,"featured_media":214153,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","wpcf-pageviews":0},"categories":[2518,2298],"tags":[3810,3811],"usertag":[],"vertical":[],"content-category":[],"class_list":["post-214150","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guides","category-sponsored","tag-acrobat","tag-tax"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/posts\/214150","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/users\/9205"}],"replies":[{"embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/comments?post=214150"}],"version-history":[{"count":1,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/posts\/214150\/revisions"}],"predecessor-version":[{"id":322006,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/posts\/214150\/revisions\/322006"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/media\/214153"}],"wp:attachment":[{"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/media?parent=214150"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/categories?post=214150"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/tags?post=214150"},{"taxonomy":"usertag","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/usertag?post=214150"},{"taxonomy":"vertical","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/vertical?post=214150"},{"taxonomy":"content-category","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/en\/wp-json\/wp\/v2\/content-category?post=214150"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}