PDF tools for accountants & CPAs
Engagement letters, 1099-NEC/MISC (new $2,000 threshold for 2026 under the One Big Beautiful Bill Act), 1099-K reverted to $20,000 + 200 transactions, W-9 collection, year-end reports. Import any PDF from QuickBooks, Xero, Sage or your TaxDome/Karbon portal — AI maps fields from your client roster and batch-fills 100 contractors in one pass.
Tax season = 500 forms in 4 weeks
QuickBooks Online and Xero export the numbers but the 1099s still need to be filled one by one. iFillPDF batches dozens of contractors at once from a CSV — same workflow Tax1099 and Track1099 charge per filing for.
New $2,000 NEC threshold = more contractors to track in 2026
OBBBA raised the 1099-NEC and 1099-MISC reporting threshold from $600 to $2,000 effective for tax year 2026. More gig workers fall above the line — iFillPDF flags every contractor crossing the bar from your roster and pre-fills the form.
Wrong EIN or amount = IRS CP2000 penalty
A typo on an EIN, SSN or wage figure means a CP2000 mismatch letter weeks later. AI copies from validated W-9s on file — never re-typed. PDF/A export keeps the form archive-grade for IRS audit.
Clients ghost you on engagement letters
Send the engagement letter or year-end report via magic link. Client signs from their phone, no Karbon/TaxDome portal login required. Audit trail saved 7 years (matches IRS records-retention recommendation).
Tools that save you hours
Pre-configured PDF tools used daily by professionals like you.
Frequently asked questions
Does iFillPDF replace TaxDome, Karbon, QuickBooks or Xero?+
No — complementary. TaxDome and Karbon handle practice management (workflow, time tracking, client portal). QuickBooks/Xero/Sage handle the GL and reconciliation. iFillPDF handles the paperwork layer on top: 1099-NEC/MISC, W-9 collection, engagement letters, year-end PDF packets, IRS forms not in your accounting suite. Many firms keep TaxDome for the portal and use iFillPDF for one-off form fills + magic-link signing.
Is the e-signature accepted by the IRS?+
Yes. The IRS has accepted electronic signatures on most forms since Notice 2020-42 (extended permanently in October 2023 via the IRM 10.10.1 update — covers Form 1040, 1120, 8821, 2848 and more). We provide an ESIGN-compliant signature with timestamp, IP, and audit trail in PDF/A.
What is the 2026 1099-K threshold?+
Under the One Big Beautiful Bill Act (signed July 2025), the 1099-K reporting threshold reverts to its pre-ARPA level: $20,000 in payments AND more than 200 transactions. The earlier $600 (then $5,000 transition) thresholds are gone. iFillPDF batch-fills 1099-Ks at the new floor.
Can I batch-process 1099-NEC for 100 contractors at once?+
Yes. Upload a CSV from QuickBooks Online, Xero or your roster — iFillPDF generates one filled 1099-NEC per contractor crossing the $2,000 threshold, batches the PDFs, and lets you send each one via magic link for the contractor to confirm their TIN. Output is also IRS FIRE/IRIS-ready as a flat file.
How long are documents archived?+
7 years on Pro plan — matches IRS retention requirements. Encrypted, EU-hosted, GDPR-compliant. Exportable as ZIP at any time.