MYOB PDF Manager
You can use MYOB PDF Manager to create PDFs from fi les 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 fi les that you can email safely to your clients.
MYOB PDF Manager also allows you to combine multiple documents into a single PDF fi le, which you can save directly to your practice management system or to a directory structure, ensuring all your client work is easy to fi nd and understand.
With MYOB PDF Manager you can:
MYOB PDF Manager is a
simple, cost-effective solution
for producing and managing PDF documents.
• 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 fi le
• Email safely to clients — no need to print or mail
• Save directly into your practice system, with the relevant client
• Use less paper
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.
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 emailed to your clients safely and easily, without the risk of viruses. And by emailing PDF files, you’ll save time and costs associated with producing, printing and posting documents.
Combine multiple documents into a single file by simply selecting the ones you want Create PDFs quickly and easily from any application
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 workfl ows 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 fi les – so everyone can be using the software in minutes.
Save documents directly to your
practice system
MYOB PDF Manager automatically saves PDF fi les into a number of practice management systems, including MYOB’s Accountants Offi ce, Profi les 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 fi nd. Alternatively, you can save fi les directly to your own directory structure or electronic fi ling system.
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 fi le – Email to client
– Save on system
15-30 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
Three easy steps to managing your documents
securely, quickly,
productively
MYOB PDF Manager
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 fi le – letters, tax returns, reports and fi nancial statements.
2 – Collate multiple documents into a single fi le
MYOB PDF Manager lets you collate documents into a single, easy-to-manage PDF fi le. For example, you can combine all the client work for a specifi c job into one fi le – making it easy to understand and easy to distribute.
3 – Save on your system
MYOB PDF Manager improves workplace
productivity, seamlessly integrating fi les into existing practice management software or directory structures for easier access.
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. 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
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 award-winning software, services and support for more than 500,000 businesses and over 10,000 accounting practices worldwide.
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’).
MYOB Australia Pty Ltd ABN 13 086 760 198
1800 331 395
accountants@myob.com.au
