PDF Merge · All your pages, together

Bring every PDF together.

Turn separate documents into one organized client packet. Add your PDFs, arrange the pages, and merge them in TAAX.

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Built into TAAX Pro. Desktop, tablet & mobile

PDF Merge

TAAX Document Tools

Your client packet

Selected files · 3

W-2_2025.pdf

2 pages · Ready to merge

1099_2025.pdf

3 pages · Ready to merge

Receipts_2025.pdf

4 pages · Ready to merge
3 PDFs → 1 complete packet
9 pages · In your order
icon preview sheet

One complete PDF

9 pages · In your order
Arrange first. Merge when it looks right.
Illustrative merge preview · Sample documents

One file to send

Combine separate PDFs into a single, organized packet.

Every page in place

Put files and pages in the order your client needs.

Connected to your office

Bring documents in from TAAX and save the result back.

A quick look

See the workflow.
Skip the guesswork.

Watch TAAX's document tools in action, from managing files to preparing your next client packet.

PDF Merge Tool overview video
From upload to finished PDF

Three simple steps.
One complete packet.

Build the file you want to send, with a clear view of what goes in and how it comes together.

Upload dropzone

01  Add your PDFs

Upload files or choose documents already in Document Manager.

Page order

02  Put pages in order

Reorder files and individual pages, then preview the sequence.

Merge complete

03  Merge, then choose

Download your finished PDF or save it to your TAAX documents.

Illustrative workflow · Sample documents
Built into your TAAX workflow

Keep the packet.
Keep the context.

Start with PDFs already in Document Manager. Save your merged file back to TAAX so the next step stays close to your client's documents.

  • Select existing PDFs
  • Preview your completed packet
  • Save to TAAX or download

Document Manager

Search documents: Johnson

Client files  /  Johnson
Ready for the next step

Johnson_2025_Tax_Packet.pdf

Johnson_2025_Tax_Packet.pdf

9 pages · Combined from 3 PDFs
Sample client folder

A finished file is just the beginning.

Keep the work moving with the tools around PDF Merge.

Document Manager

Keep client documents organized and easy to find.

Explore documents

E-signatures

Move to the e-signature tool when your packet needs a signature.

Explore e-signatures

Client Portal

Give clients a connected place to manage the work with your office.

Explore the portal
A few things to know

PDF Merge, answered.

A simpler way to bring your client's documents together.

Yes. Reorder files and individual pages, then preview the sequence before merging.

Yes. Choose PDFs from Document Manager without downloading and uploading them again.

Download the completed PDF or save it to Document Manager. You can then continue with connected tools such as e-signatures.

Yes. The tool is designed for desktop, tablet, and mobile so you can combine documents wherever you work.
Make your next packet a simple one

Less file juggling.
More getting it done.

Bring your PDFs together and keep your client work moving in TAAX.