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November 2024

Document Merge: Create an Audit-Ready, Bookmarked PDF

Save time, reduce errors, and keep your firm organized by consolidating multiple documents into a single, structured PDF. Word, Excel, PDF, and images!

 

What it does for your firm

Qount makes it simple to merge multiple files into one consolidated document, whether you’re combining client uploads, staff workpapers, or finalized returns.

Why it matters

Save time, reduce errors, and keep your firm organized by consolidating multiple documents into a single, structured PDF. By automating the merging process, your team avoids misfiling, ensures compliance, and can focus on higher-value work instead of tedious document handling. This streamlined approach improves efficiency, accountability, and overall workflow within your firm.

How it works

  1. Normalizes formats – PDF, Word, Excel, images are converted into a consistent PDF output.
  2. Preserves order – Documents are merged in the sequence you choose, with bookmarks for quick navigation.
  3. Adds context – Each section can include headers or metadata (client name, task type, date) to simplify review.
  4. Ensures integrity – A unique digital fingerprint (hash) is applied, making the document tamper-evident and audit-ready.

 

Making document management effortless since: 11/30/2024

 

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