How client reports often leave
- PDFs go out as plain email attachments
- One mistyped address exposes a balance sheet
- Online encryption sites receive the files unprotected
Windows software · FOR INDEPENDENT BOOKKEEPERS
Your client reports. Ready to share.
Add a password to financial PDFs before you send them, combine supporting documents and keep the work on your computer. No change to your accounting software.
Start your 7-day trial →Sign up in 1 minute: name, email, password.
- 7-day trial, no card
- Then from $12.89 a month
- 14-day money-back guarantee
- Cancel at any time
On your phone?
PDF Protect Plus installs on your computer (Windows or Mac). Get the link by email and install the app when you’re at your desk.
On Android, you can also try the mobile app. See the Android app →
- AES-256
- Processed on your device
- Offline for up to 14 days
- Windows, macOS and Android
In 3 steps
From exported report to protected PDF
- 1
Bring your PDFs together
Export your reports from QuickBooks, Xero or any accounting software. Merge the supporting PDFs and put pages in the order your client needs.
- 2
Add password protection
Choose a password and save a protected copy in PDF Protect Plus. Keep the original for your records.
- 3
Share the finished file
Send the saved PDF using your usual email or client portal. Share its password through a separate channel.
They use it every day
What people who use it say
Feedback sent by our users, published with their permission.
-
As a small consulting firm, we know that our clients’ trust rests on absolute confidentiality. PDF Protect Plus has become our go-to step before sharing any deliverable, audit report or organizational assessment. The app protects our documents with strong encryption, right on our own computers, without adding to our consultants’ already busy schedules. It’s tangible proof of our professional standards, and the executives we work with feel reassured from the very first file we send.
LCS Lynx Consulting & Services -
J’envoie régulièrement une quinzaine de PDF à mes clients, chacun avec son propre mot de passe. Avec l’import du tableau des mots de passe, tout est protégé en une seule opération : je gagne plus d’une heure à chaque envoi.
David Jean Directeur · SolarThium -
Even for a small business, protecting client data is a priority. PDF Protect Plus lets us apply the same document security standards as a large company, without an oversized subscription or needless complexity. Setting a password for each client works flawlessly. It has become a key tool in our day-to-day work and a sign of real discipline whenever we share sensitive documents.
PS Protocole Strategies -
We were looking for a way to secure a steady flow of documents without disrupting our teams’ daily routine. PDF Protect Plus turned out to be the ideal solution: passwords are set up in no time, each file gets exactly the right protection, and everything runs smoothly. We haven’t had a single technical issue. It’s a simple, affordable way to bring consistent security to all our business exchanges.
DA Dolphin Agribusiness
With PDF Protect Plus
- Each PDF is protected on your computer before it is sent
- A whole batch of client documents in one operation
- Nothing goes through a third-party server
- Named licences for your whole team
The question we get
Your computer can already protect a PDF. Why pay?
Your word processor or your computer’s PDF viewer can put a password on a document. For the occasional PDF, they are enough. PDF Protect Plus is for when you send often, to many clients.
Tools already on your computer
PDF Protect Plus
PDF Protect PlusA password on a PDFYesYes, AES-256
A whole batch protected in one goOne file at a timeYes, dozens of files at once
A different password for each clientTyped by hand, one by oneRead from your CSV sheet (saved from Excel)
Client file: cover, table of contents, page numbersAssembled by handYes, in a single PDF
Metadata cleaned before sendingDepends on the toolYes
Original never modifiedDepends on the toolAlways: a new file is created
Forty PDFs, one password per client, in one go
Sending the same kind of document to many clients? Import your password spreadsheet: each file gets its client’s password, and the app flags what needs checking before it protects anything.
Where the app fits
- QuickBooks, Xero or your accounting software
- PDF Protect Plus, on your computer
- Your email or client portal
Why PDF Protect Plus
Built for the files you send every month
Batch protection
Protect every document for a client or a deadline at once.
Complete client packet
Merge, number pages, add a cover page and table of contents before sending.
100% local
Your clients’ financial data stays on your computer.
Original preserved
Your exported reports are never modified.
Team licences
Each team member has a named licence; you manage access from your account.
Windows and macOS
On your office computers, with Android when you are on the go.
Try it on your next client report
From $12.89 a month · or 2 months saved on yearly
14-day money-back guarantee on your first payment
The files your clients trust you to keep private
Financial statements
Balance sheets, income statements and cash flow reports exported from your accounting software. Merge them with the notes, number the pages and save one protected copy per client.
Payroll reports
Pay registers and payroll summaries list names, pay rates and withholdings. Protect them with AES-256, and optionally restrict printing or copying; how strictly those limits apply depends on the PDF reader.
Supporting documents
Receipts, bank statements and invoices often arrive as scans. On desktop, gather them into one packet, make the scans searchable with OCR, then protect the result.
Year-end files
Year-end packages for your client or their tax preparer combine many PDFs. Desktop automation assembles a folder, adds a cover page and table of contents, numbers the pages and protects the file.
Pricing
Licence packs for your practice
Solo
1 licence included
A personal licence for working on your own.
$12.89
/ pack / month
or $10.74/month on the annual plan ($128.90/year, save $25.78)
Choose Solo- 1 named licence
- Windows, macOS and Android
- Updates included
Every licence in the pack is included. The owner is included.
Small
3 licences included
A pack of 3 licences for your small team.
$29.97
/ pack / month
or $24.97/month on the annual plan ($299.70/year, save $59.94)
Choose Small- 3 named licences
- Windows, macOS and Android
- Updates included
Every licence in the pack is included. The owner is included.
Payment details and the final price are shown at checkout. Taxes may apply.
Our commitments
An honest subscription, in writing
- 7-day trial, no card
Try everything without entering a card number.
- Nothing charged without your consent
When the trial ends, you pick a plan, or nothing at all.
- Reminder before every renewal
An email reaches you a few days before each renewal, with the amount.
- Cancel anytime
From your account, without writing to us. Access stays open until the end of the paid period.
- 14-day money-back guarantee
On your first payment, no questions asked.
- Move to a new computer yourself
Sign in on the new one: the old one is deactivated. Anytime, without writing to us.
- Reply within 24 hours
Support replies by email within 24 hours, 7 days a week.
- No ads
Not in the app, not in your documents.
Frequently asked questions
Are my financial PDFs uploaded to a server?
No. PDF operations run on your device, and your PDFs are never sent to our servers. Your account, subscription and device access are managed online, so they require an internet connection.
Does this replace my accounting software?
No. Export your reports as PDFs from your existing software, then use PDF Protect Plus to prepare and protect them.
Which computer should I use?
Use the Windows or compatible macOS desktop app for this workflow, including OCR and automation. Check the current installer requirements on the download page before subscribing.
Will the original report change?
Processing creates a new copy. Keep your original reports and review the output before sharing it.
Can I protect a whole batch of client files at once?
Yes. Batch protection secures up to 200 PDFs in one pass: with one shared password, a generated password for each file, or each client’s own password taken from your spreadsheet.
How do I create the client password spreadsheet?
In any spreadsheet app, type client, password and, if needed, file in row 1, then one row per client with the name written as in their files, and save as CSV. Every step is shown in the guide “How to Create Your Client Password Spreadsheet (CSV)” on our blog.
What if I forget a password?
It cannot be recovered, by you or by us. Keep each password somewhere safe, such as the encrypted local vault in the app, and never in the same email as the file.
Can I add people from my team?
Team packs are available. Each person uses their own account and occupies a license. See the current plans for included licenses and prices.
Your clients trust you with their numbers. Protect them.
Try your real workflow on a copy of one of your reports. Then decide.
Start your 7-day trial →- 7-day trial, no card
- Then from $12.89 a month
- 14-day money-back guarantee
- Cancel at any time
Learn more
Add a password before you send financial PDFs. Combine supporting documents and keep the work on your computer.
The files your clients trust you to keep private.
Bookkeeping work ends in PDFs that carry bank balances, wages and tax IDs. Each one deserves a password before it leaves your desk.
Metadata cleanup removes hidden document properties such as author and software. It does not redact what is visible on the pages.
The PDF tools you need between client deadlines.
- Organize the packet — Merge, split, reorder and rotate pages.
- Finish the paperwork — Fill PDFs and add text, dates or check marks.
- Make scans searchable — Use desktop OCR for scanned documents. Results depend on scan quality.
- Reduce repetitive work — Process document batches with desktop automation.
Oak & Ledger Bookkeeping
ILLUSTRATIVE EXAMPLE · FICTIONAL BUSINESS
Prepare a monthly reporting packet for Cedar Lane Studio: a profit and loss report, balance sheet and supporting receipts. Combine the PDFs, check the page order, then save a password-protected copy.
Try your real workflow. Then decide.
Create an account, verify your email, select your subscription and install the desktop app. Test it on a copy of one of your reports.
PDF Protect Plus works with exported PDF files. It does not connect directly to QuickBooks or Xero, and it does not send emails for you.
Read next
Your account and license require an internet connection.