
I use PDF Finance to manage client document collection efficiently, especially for processes like MTD VAT, bookkeeping, and year-end accounts. I love its ease of use, and the system's intelligent capability to identify missing documents or pages. It eliminates the constant back and forth of document exchange over emails or WhatsApp by flagging issues with our clients' uploaded documents, so we don't have to go through them manually. The setup was seamless, and everything works very well so far, with integrations with Xero on the way. I appreciate these aspects because they make our workflow much smoother. Review collected by and hosted on G2.com.
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