You may want to try Bluebeam Revu. The two versions you might want are Standard ($179) or Extreme ($299). Standard will let you markup documents using typewriter , text boxes, etc. Extreme has a few more features so you create forms and form fields, OCR a document (so you can edit the underlying text). You can read more here https://www.linkedin.com/company/hagen-business-systems-inc/bluebeam-revu-11-standard-cad-or-extreme-304223/product?trk=biz_product and get a 30 day free trial. Call me if you have questions. It also has many features that are great for contractors!
Here's one CPA firm you might know that's using it:
Grant Thornton's tax professionals now use Bluebeam Revu for their PDF viewing, annotating and editing needs. Rather than printing and adding comments by hand, tax practice employees frequently use Revu to markup electronic PDF work papers, making it much easier to store information digitally, view comments and version history for interim review, and then to archive final versions of client deliverables. After PDFs have been finalized, users add secure digital signatures through Revu, which add not only their digital ID data but also an image of their wet signature.
Bluebeam's integration with SharePoint has also added simplicity to the tax practice's new paperless processes. The firm uses SharePoint extensively, and Bluebeam enables users to retrieve files from the document management system, add markups and check in PDFs simply by clicking a button on the Revu toolbar.
In addition to helping Grant Thornton achieve a 40% reduction in paper usage, the tax practice has gained several unexpected benefits from using Bluebeam Revu. For example, the software's Tool Chest, a patented feature that enables users to store custom markups, has streamlined document review and approval. The tax practice created a tool set of custom symbols and tick marks with text comments that pop up when a user places his or her cursor over the markup. This tool set was centrally deployed to all users, not only making it incredibly easy to standardize electronic markup for nearly 1,200 users, but also making it faster and easier for partners and principals to review the work of junior team members. Additionally, Bluebeam's PDF editing features enable employees to create higher-quality, electronic deliverables for clients by using Bluebeam's hyperlinking and bookmarking features for easier navigation through multi-page PDF documents.
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Carol Hagen MBA Finance, B.S. Comp Sci
President
Hagen Business Systems, Inc.
Chandler AZ
(480) 705-4241
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Original Message:
Sent: 03-28-2013 07:32
From: Mary Simmons
Subject: Form-filling software
We're more concerned with forms that need to be filled out one time or only occasionally - things like credit applications from vendors, registration forms, client-specific forms etc. Any suggestions would be appreciated.
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Mary Simmons
Ella SA Contracting, LP
San Antonio TX
(210) 688-9500
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Original Message:
Sent: 03-27-2013 18:00
From: Scott Wolfe
Subject: Form-filling software
What type of forms are you looking to process? I think that will matter.
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Scott Wolfe
CEO
Zlien
New Orleans LA
(866) 720-5436
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Original Message:
Sent: 03-13-2013 08:48
From: Mary Simmons
Subject: Form-filling software
This message has been cross posted to the following Discussions: General Inquires and Software Hardware .
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We're looking for recommendations for software than can be used to fill out pre-printed forms. Ideally, we would like to be able to scan letter/legal sized forms from a network printer/copier, have the software locate fields to be filled in, and be able to print and save the forms. We really don't want a lot of bells and whistles and we don't need to create forms - just looking for something that's fairly inexpensive and easy to use.
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Mary Simmons
Ella SA Contracting, LP
San Antonio TX
(210) 688-9500
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