Accounting firms traditionally deal in paper, and LeWalt Consulting Groupe, LLC is no different. The St. Petersburg, Florida-based firm, which handles sophisticated individual tax returns, as well as businesses, needed to be able to create, manipulate, and search PDF documents to serve its clients more efficiently and securely. Any PDF product it chose needed to have version control capabilities to ensure the documents’ integrity, as well as e-signature features to allow clients to electronically sign documents. To streamline information gathering, LeWalt Consulting Groupe needed the ability to create fillable forms for clients. The firm had created templates in Word, and being able to convert them to PDF as worksheets or pre-meeting intake questionnaires would save time for both them and their clients.
LeWalt Consulting Groupe, LLC