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What PDF Insight actually does

Three real jobs for Québec bookkeepers and the self-employed: sort your tax slips into folders, merge a client's PDFs into one filing, and rename scanned receipts. Every one runs on your own computer, in French and English.

Sort

Sort your tax slips into folders

Turn one giant folder of T4, RL-1, T4A, T5 and RL-3 slips into clean per-client, per-year folders, on-device, with anything ambiguous flagged for your review.

See how it sorts →
Merge

Merge your client PDFs

Combine a client's loose PDFs, multi-page scans and phone photos into one correctly ordered, merged filing you can review, archive or hand off.

See how it merges →
Rename

Rename your scanned receipts & statements

Replace scanner gibberish like scan0042.pdf with clear, consistent filenames in a pattern you choose, read locally and confirmed by you.

See how it renames →
Free download

Tax document checklist

The companion checklist of every slip and receipt to collect for a Canadian and Québec return, and how to assemble the file once you have them.

Get the checklist →

Sort, merge and rename without uploading a file

PDF Insight reads and organizes your Canadian and Québec documents on your own Mac or PC, in French and English. 14-day free trial, no card required.

Download the free trial