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PDF Forms: What Accountants Need to Know (PDF415) - AM Session
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Imagine converting timesheets, expense reports, time-off requests, estimates, invoices, and more into interactive PDFs that can be automatically distributed, collected, summarized, and imported into accounting applications with just a few keystrokes. In this course, you’ll learn how to create PDF forms, add calculations to your forms, and how to automate the process of distributing forms, collecting responses, and summarizing the responses in one file.

When: 10/27/2015
8:30 AM until 12:00 PM
Where: LCPA Training Facility
2400 Veterans Memorial Blvd
Suite 500
Kenner, Louisiana 
United States
Presenter: Mac McClelland

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Early Bird Fees (through 10/9)
Members $159
Non-Members $209
After 10/9, add $50 to your fee.

CPE: 4 hours
Level: Intermediate
Vendor: K2 Enterprises
Category: Management
Prerequisites: Fundamental knowledge of basic PDF operations
Advanced prep: None

Who should attend: Accounting and financial professionals who need to create and distribute PDF forms and collect and summarize responses

You’ve worked with PDF files for years, but did you know that you can quickly and easily turn routine forms into interactive, fill-in PDF documents?

Imagine converting timesheets, expense reports, job applications, time-off requests, and all of your other forms into interactive PDF documents that are automatically distributed. Now, also imagine responses collected and summarized using just a few keystrokes. Additionally, think about extending this functionality to transactional documents such as estimates, invoices, and purchase orders so that these documents can be prepared as interactive PDF forms and then imported into leading accounting applications.

In this half-day seminar, you will learn about the near limitless possibilities associated with PDF forms. You will learn how to create PDF forms from existing paper forms, existing electronic forms, and even from scratch. You will also learn how to add calculations to your forms and how to automate the process of distributing forms, collecting responses, and summarizing the responses in one file. Make plans now to attend this program and learn about the nearly limitless possibilities of PDF forms!


  • List three different ways PDF forms can be created and describe how to create PDF forms using each approach
  • Describe the need to secure PDF forms and techniques for doing so
  • List three different means of distributing PDF forms and describe the relative advantages of each along with the process for distributing forms using each methodology
  • Describe how to collect and summarize responses using Adobe’s Tracker feature

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Certified Public Accountants

2400 Veterans Memorial Blvd., Suite 500
Kenner, LA 70062-4739

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