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Created by Guest
Created on May 9, 2023

PDF Merge software built in to AM to create a pack for signing

To create a final Accounts pack of Accounts, CT Return and Accompanying letter would make life easier for clients as only "one pack" to sign rather than multiple docs.

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  • Admin
    Mike Turner
    Jan 13, 2026

    Thank you for the idea regarding PDF merge functionality to create signing packs. This is a great idea that could streamline the signing process. We’ll take this into consideration as we continue to enhance the platform’s capabilities. I’ll keep you updated on any developments related to this feature.