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01
Create your account
Sign up with email or Google. Your workspace is ready in seconds.
How it works
A clear path from budget to signed document
EOFY connects planning, PDF generation, e-signing, and storage in one continuous workflow — designed for accounting professionals and their clients.
The workflow
The complete workflow
Each step builds on the last. No exports to mystery folders or manual uploads.
Budget grid
Income$48,200
Expenses$35,800
Net$12,400
02
Plan your budget
Use the budget grid and taxpayer form to capture figures and client details.
Capture income, expenses, and taxpayer details in a spreadsheet-style grid with tax-ready fields.
Tax PDF
03
Generate & sign
Create a tax PDF, sign in the embedded DocuSeal flow, and finalize the document.
DocuSeal embeds directly in the app so clients sign without leaving your branded experience.
04
Store & share
Documents save to your library. Optionally back up to Google Drive or share with a PIN.
After signing
What happens after signing?
Completed documents are saved to your private document library. Connect Google Drive in Integrations to mirror signed PDFs automatically.
Document appears in your dashboard with created date and type.
Optional PIN protection when sharing a view link externally.
Google Drive backup uses your connected account and storage quota.
Save hours every week
Walk through the workflow yourself
Open the budget planner, generate a PDF, and see how signing and storage fit together.
Try it free
Join accounting teams. Free to start.