K2's Top PDF Features You Should Know 25-26

Stop struggling with PDFs! Adobe Acrobat and other PDF tools provide access to features that make working with PDF files a breeze. This course will...

2/13/2026 10:00am - 1:30pm  |  Online  |  CalCPA

Members: $175.00, Non-members: $230.00

CPE Categories: Specialized Knowledge & Applications (2 CPE)

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Description

Stop struggling with PDFs! Adobe Acrobat and other PDF tools provide access to features that make working with PDF files a breeze. This course will teach you to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You will also learn how to create and apply tick marks and build indices, catalogs, and portfolios. You will also learn how to secure PDF documents to their fullest.

The popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these standard files. You do not need to let this be the case. Join us in this very timely session, where you will learn the top features necessary to optimize your work with PDF documents.

Instructor: Thomas G. Stephens Jr

Target Audience

CPAs and other professionals seeking to advance their knowledge on the topic.

Course Objectives

Identify procedures to reorganize and manipulate PDF documents ? including applying bookmarks ? to meet specific needs

Cite examples of how to create and distribute PDF forms and automate the process of collecting and summarizing form response data

List examples of ways to markup and edit PDF documents, including applying tick marks

Differentiate between options for securing PDF documents and facilitating electronic approvals and signatures

Identify options for converting PDF documents to Word and Excel files

Subjects

Best practices for creating, editing, and managing PDFs

The process for creating and distributing PDF forms

Integrating PDFs with other applications

Securing your PDFs

Prerequisites

None.