How to create pdfs, and tax documents and share them?

Question

I am a total newcomer to Dropbox and am not a sophisticated user of this type of technology.  I want to create pdfs of my tax documents and forward them to my accountant using an iPhone or iPad.  Can anyone suggest an easy to understand tutorial or article to walk me through the process.  Thanks.

Megan · Answer

Hi @Bogey1, welcome to our Community!

You mentioned that you want to create PDFs of your tax documents and forward them to your accountant. With Dropbox you can't directly create PDF documents.

However, you can upload your tax documents to Dropbox, or even scan them if you wish; and then convert them to the desired extension. When the content is in your Dropbox account, you can use a shared link, to forward your documents to your accountant.

I hope this helps, let me know if you need any help!