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PDFForge for CA firms

Client returns, GST workings, and filing sets often leave the office. Send externally is the recipe to open first. It strips metadata, redacts confirmed identifiers, flattens the pages, watermarks the copy, and password-protects it in this browser. After redaction, the workspace shows a pass or fail from the text layer.

Default recipe

Send externally

Strip metadata, redact confirmed PII, flatten, watermark, and password-protect a copy you can send. Add a password before you run it.

  1. Strip metadata
  2. Scan and redact PII
  3. Flatten form fields
  4. Add watermark
  5. Password protect
Open Send externally

Number a packet

Use Number a packet when the job is a merged, numbered set of PDFs.

Merge the PDFs you drop, then add page numbers.

Open Number a packet

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