Every client file, versioned, editable and signed in one place.
Upload a corrected file and it becomes a new version, not a duplicate. Edit and mark up PDFs in the browser, and let clients fill in and sign forms from the portal.
The problem
Client folders fill up with "final", "final-2" and "final-USE-THIS". Fixing a PDF means downloading it into another app, and a form the client has to fill in turns into a print, sign, scan and email loop.
How Debits does it
Every client gets an organized file area — tax documents and bookkeeping by year. Upload a file with the same name and Debits asks whether to replace it as a new version, keep both or skip; every version stays in the history with one-click restore. Open any PDF in the full-screen editor to reorder, rotate, remove, merge or split pages, fill form fields, add text, ticks, stamps, highlights and your saved signature — saved into the PDF itself, so it stays editable in Acrobat or any other viewer. Clients open forms you share with "Fill in and sign", guided field by field, and download any set of files as one zip.
- Replace on upload with full version history
- One-click restore of any earlier version
- Full-screen PDF editor — pages, forms, text & markup
- Clients fill in and sign forms in the portal
- Bulk zip download for your team and clients
- Every change recorded in the file's audit log