I am just sorting out my process and I am up to the preparing the package stage.
I have a very unsophisticated admin person and I am trying to make things as easy as possible for her ( and ultimately me!).
Once I am done my review I create two PDF’s one client copy to for them to take away and one for the required signatures that I need to keep. My admin prints those out and prepares the package.
Is there any way for a print set to show ‘FILE COPY’ or similar on ALL the documents within a print set that print out? I can do it nicely on a the tax documents, but what about the letters and the invoice – even the 2 year summary doesn’t include this.
Once you print them out you can’t tell which is which copy.
So what I would like to be able to include is on the engagement letter and invoice that I am retaining a stamp somewhere that either picks up the label from the print job or similar so it’s is distinguishable from the one I am giving to the client.
Does your printer have watermark capabilities? I have my printer set up to print ‘signature copy’ on the copies for signature, ‘client copy’ on the copies for client, etc.
When I print to PDF, there isn’t any decisions about what to print. My admin just prints out whats in the folder. It is actually easier for me than trying to get her to decide what to print.
I don’t print out a full return to give to clients so thus the difference.
I wonder if there is a way to tell Adobe to add in the watermark?
Why, instead of again having someone else to go and print, why not, when you approve the return, simply hit print, using the available automation in the software?
To my knowledge, the only way to add watermarks in a PDF is to do it after the PDF has been produced.
I didn’t notice your comment before. It doesn’t appear that Adobe has options that are accessible from the printer setup.
I have another one I use ‘PDFCreator’ and PDFill which I can get to the options, unfortunately watermark isn’t an available one. I’ll have to see what else is out there that can do this.
Thanks.
I do really like the printer options that TaxCycle has, I even suggested to Caseware that they implement something similiar.