TaxCalc’s encrypted PDF tool lets you save returns and reports as password-protected PDFs, helping sensitive information stay secure when it leaves your practice.
When you’re sending tax returns, accounts or reports to clients, you need confidence that sensitive information is protected. Encrypted PDF brings password protection into your existing TaxCalc workflow.
Save returns and reports as encrypted PDFs that will not open without the correct password.
Set a password at client level in Practice Manager, so documents for that client are automatically protected.
Set a unique password for individual PDF documents when the situation needs extra control.
Protect sensitive client documents before they leave your practice. TaxCalc helps you apply PDF password protection quickly, consistently and without relying on separate encryption tools.
Save tax returns, reports and client documents as encrypted PDFs, so access stays controlled even after the file has been downloaded or shared.
If you need help setting up document encryption or managing client-level security settings, our UK-based support team is on hand with clear, practical advice.
Get support by phone, email or directly from within the software.
Liam McHugh, Managing Partner at Steve Pye & Co, knew his firm needed a change. With offices in Norwich and King’s Lynn, a team of 35 staff, and 2,200 clients, the firm had outgrown its previous software. One of the elements it benefited from was TaxCalc’s Charities module. Liam says: "Having previously used IRIS (for charity accounts) and then switched to Excel spreadsheets and Word documents, the module is significantly quicker than IRIS and a lot more flexible, especially when it comes to the layout and detail which can be included in the report of the trustees. It's also really easy to set up and maintain the different funds which a charity can hold."
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