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PDF Encryption

The PDF encryption applies a case sensitive password to saved or emailed PDF files. Whoever opens an encrypted file must enter the password. This is intended to protect client documents.

The PDF defaults are set:

  • for the Practice in the Control Record Defaults (Utilities > Control record > Defaults Tab) or

  • for the Agent Defaults (From your Tax ledger, click Maintenance > Agents > Agent Properties > Defaults Tab) and result in the PDF wizard is as shown here:

PDF defaults for Practice or Agent

Encrypt PDF file checkbox

PDF wizard function



When running the wizard you can choose whether to encrypt the PDF file or not.


Ticked and disabled

The password from the Return Properties General tab will be applied.


Unticked and disabled

Your policy is not to encrypt the PDF

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