PDF Tools for Finance and Accounting
Process tax documents, bank statements and client financials locally in your browser. No uploads, no retention window, no third-party processor.
PDF Vault processes tax documents, bank statements and client financials entirely in your browser, so sensitive financial records are never uploaded to a third-party server.
Accounting and finance work runs on documents that are individually unremarkable and collectively extremely sensitive: bank statements, tax returns, payroll exports, invoices, audit packs, and client financials.
The tasks are routine — combine a year's statements, compress a return so it will actually email, convert a PDF back to a spreadsheet-friendly format, strip metadata before something goes to a client. The tools people reach for are free web converters, which means a client's full financial position briefly lives on infrastructure nobody assessed.
PDF Vault does the same jobs without the upload. Everything runs locally, which means there is no retention window, no third-party processor, and nothing to explain in a client engagement review.
Built for the busy-season workload
During filing season the volume is the problem, not the complexity. The free plan's three-operations-a-day limit is designed for occasional use; Pro removes it, which is what makes batch work practical.
- Combine statements. Merge twelve monthly statements into one indexed document in a couple of seconds.
- Hit email size limits. Compress scan-heavy returns by 40–70% without a server round-trip.
- Extract what you need. Pull a specific page range out of a large pack without sending the whole thing anywhere.
- Make scans usable. OCR a scanned receipt or statement so the figures can be searched and copied.
Client confidentiality is the whole point
Professional bodies expect client information to be handled with care, and most engagement letters make some representation about confidentiality. Uploading a client's tax return to a free website sits awkwardly against that, even when the service behaves impeccably.
Local processing makes the representation trivially true. You cannot leak what you never transmitted, and you can demonstrate it: open the Network tab and watch no request leave.
The tools this team uses most
Frequently asked questions
Can I process a client's documents without a data processing agreement?
Because the file is never transmitted to us, we are not acting as a processor for that data — there is no transfer to cover. Your own obligations around device and access security are unaffected.
Can I convert a PDF statement into something I can work with?
PDF to Word extracts the text and basic table structure into an editable document, which is usually the fastest route into a spreadsheet. For image-only scans, run OCR first so there is real text to extract.
How do I get a large return under an email size limit?
Use Compress and step the level up until the reported output size clears the limit. Scanned documents usually drop dramatically; a return exported directly from software is already compact and will compress less.
Is the free plan enough?
For occasional work, yes — three operations a day, forever, no account. If you are processing client documents daily, especially in season, Pro removes the cap for less than most single-seat desktop tools.