PandaDoc for Accounting & Tax

Execute, file, and eSign documents faster with secure, all-in-one software

What you can do with PandaDoc

Complete financial documents faster

PandaDoc makes filing audit forms, tax returns, and other financial documents faster thanks to templates with smart fields that automatically populate your documents with customer data stored in your CRM or customer service software. Upload your existing PDF forms to create a custom library of templates and reduce your document creation time by as much as 80%.

Protect critical documents

PandaDoc makes it easy to protect your clients’ private financial information with enterprise class cloud security. Our SOC2 Type 1 certification means that we adhere to the same stringent security standards enforced across the financial services industry.

Complete all your tasks from anywhere

Need to build reports during an on-site audit, or while preparing a client’s tax filing? With PandaDoc it’s a breeze thanks to a cloud-based structure that puts your entire document library at your fingertips no matter where you are. Simply log in to create, eSign, send and store your important documents.

“In one day I can easily have six or more sales calls that need a proposal. Typically I'd wait until the end of the day to send them out. With PandaDoc, I can enter call details into HubSpot CRM, create a custom proposal with dynamic pricing tables, and get approval from my boss all within 36 minutes. I no longer need to compartmentalize my sales tasks. ”

Matt Nyman
Client Success Manager

CRM used: HubSpot CRM
Industry: Financial services

Read case study

Why PandaDoc?

Built-in eSignatures

Every PandaDoc subscription includes access to our ESIGN compliant eSignature technology. With PandaDoc, your auditors, accountants, and customers can eSign reports, contracts, and more from any computer or mobile device.

A robust library of integrations

We’ve worked hard to integrate PandaDoc with today’s top business software, including CRMs like Salesforce and HubSpot, customer service portals like Zendesk, and cloud storage platforms like Box and Dropbox. These integrations allow you to use PandaDoc inside the tools you’re already working with and automatically populate documents with data from existing customer records.

Better collaboration

PandaDoc offers a built-in commenting system that allows for public and private comments inside every document. This feature reduces the effort required for finance analysts, audit specialists, and accountants to gather information, ask questions, and provide feedback right inside your documents.