22-second walkthrough
One PDF. Five spreadsheet rows. One ZIP.
A real production workflow with a synthetic vendor form and a five-row Excel workbook: match all nine fields, review every PDF, and export one ZIP.
- 1Review nine PDF fields once
- 2Match 9/9 Excel headers
- 3Approve five and export ZIP
PDF mail merge, without Word
How to fill multiple PDF forms from Excel
Keep the original PDF layout. Put column names in the first spreadsheet row and one customer, employee, vendor, or case in each row below it. JustFill creates a separate PDF for every selected row.
- 1
Upload the original PDF
Use an AcroForm, a flat PDF, or a scan. JustFill detects the fields before the merge.
- 2
Import XLSX or CSV
Dates, leading zeros, percentages, booleans, and spreadsheet headers are preserved for mapping.
- 3
Check the column mapping
Matching headers map directly. Ambiguous columns can use AI-assisted mapping.
- 4
Review and export
Approve the records you want and download individual filled PDFs in one ZIP.
Sample input
One client row becomes one pre-filled Form 2848 or client tax PDF
| Taxpayer & Entity | Tax Matters & Years | Representative CAF / PTIN |
|---|---|---|
| Riverstone Architecture PLLC (1120-S) | Corporate & Payroll Tax (2023–2026) | Cindy L. Marshall CPA (CAF 0314-88421R) |
| David & Margaret Holloway (1040) | Individual Income Tax (2022–2025) | Cindy L. Marshall CPA (CAF 0314-88421R) |
| Bluebonnet Specialty Foods LLC (1065) | Partnership & 941 Tax (2024–2026) | Cindy L. Marshall CPA (CAF 0314-88421R) |
Taxpayer & Entity
Riverstone Architecture PLLC (1120-S)
Tax Matters & Years
Corporate & Payroll Tax (2023–2026)
Representative CAF / PTIN
Cindy L. Marshall CPA (CAF 0314-88421R)
Click any spreadsheet row above to preview its generated PDF. All 3/3 columns auto-matched by AI.
Upload Form 2848, 8821, W-9, or firm PDF
Start with the official IRS PDF or your firm-specific authorization or engagement form. Both fillable and flat/scanned PDFs are supported.
Import your client list from Excel or CSV
Map taxpayer name, address, daytime phone, tax matter description, form numbers, tax years, and your firm CAF number and PTIN.
Review every client draft and export ZIP
Verify each taxpayer record on the PDF preview, then download clean PDFs in a ZIP or send via Shareable Fillable Links for client e-signature.
Where it fits
Built for CPA firms, Enrolled Agents, and multi-entity tax practices.
When onboarding a new book of clients, renewing Powers of Attorney across dozens of entities, or preparing annual tax season packets, JustFill maps your practice management or Excel client roster onto official IRS and state PDFs while keeping your firm CAF, PTIN, and representative blocks uniform.
Simple pricing
Validate five synthetic client rows before importing your practice roster.
Download the CPA Client Packet CSV template or try the 5-row guided sample. Your first AI column match is free; Starter ($19/mo), Pro ($49/mo), and Business ($99/mo) support 25, 100, and 500 clients per batch.
Running larger spreadsheet batches? Get Pro — $49/month for up to 100 rows per batch (or Business at $99/month for up to 500 rows).
Starter
Recommended first workflow
- AI field detection for 250 new pages per month
- Reusable templates — refills use no detection pages
- Up to 25 PDFs per batch
- 125 clean output pages per month
- Clean, watermark-free ZIP exports
- CSV and XLSX spreadsheet imports
- Review every record before export
Paid workflow
Keep your representative CAF and PTIN locked in while varying client rows.
Save your calibrated Form 2848, 8821, or engagement template once. Whenever new clients or entities join the firm, import a minimal CSV export from your practice management tool and generate signature-ready drafts.
Saved IRS & state form templates
Reuse exact field positions for multi-page forms like Form 2848 and Form 8821 without re-running detection.
Shareable Fillable Links for client sign-off
Need a single client to complete missing fields and e-sign? Send a public /f/<token> link and receive an audit-stamped PDF.
Clean ZIP or editable AcroForm PDFs
Download flattened drafts for wet signature/IRS Taxpayer Digital Communications upload, or export interactive AcroForm PDFs.
Guardrails
Draft preparation with human review.
Clear boundaries
JustFill prepares PDF drafts from authorized client and representative data your practice provides. It does not provide tax or legal advice, verify CAF/PTIN standing, determine authorized tax periods, or submit Form 2848/8821 to the IRS.
Beyond manual uploads
Run the same PDF workflow from an AI agent or n8n.
The browser flow is the fastest way to validate a spreadsheet and PDF. Once the mapping works, the same JustFill account can expose PDF detection, filling, and saved templates through the hosted MCP endpoint.
ChatGPT, Claude and MCP
Give an agent a PDF, inspect detected fields, fill it, and save the reviewed layout for repeat use.
n8n automation
Trigger fills from a webhook, spreadsheet, CRM, or database and send the result to your next workflow node.
PDF Mail Merge Software
Browser-based PDF mail merge software to batch fill fillable, flat, and scanned PDFs without Acrobat plug-ins or VBA macros.
Fill Applications for Clients
Prepare recurring official forms, permits, and intake packets across client rosters from one structured spreadsheet.
Frequently asked questions
Can we pre-fill our CPA firm’s representative name, CAF number, PTIN, and address across every Form 2848?
Yes. Include your representative details in your CSV template (just like in our downloadable CPA CSV template) or pre-fill them on your master PDF template so every generated Form 2848 carries your exact CAF and PTIN.
Can we leave the taxpayer TIN or signature blank for the client to complete securely?
Yes. Many CPA firms pre-fill the entity name, address, representative section, and Section 3 tax matters from their practice roster, then export interactive AcroForm PDFs or use Shareable Links so the taxpayer completes any sensitive identifier and signs.
Does JustFill support multi-page forms like the 2-page IRS Form 2848?
Yes. Both Page 1 (Taxpayer, Representative, and Acts Authorized) and Page 2 (Retention/Revocation and Signatures) are detected and filled together for every client row.
Does it work with scanned or flat PDFs?
Yes. JustFill detects field locations in fillable, flat, and scanned PDFs before mapping spreadsheet columns.
Does each spreadsheet row create a separate PDF?
Yes. The first row contains the Excel or CSV column names. Every selected data row becomes one reviewable PDF in the exported ZIP.
Is this the same as Word mail merge?
It uses the same one-row-per-document idea, but fills your existing PDF directly. You do not need to recreate the form in Word or convert the PDF first.
Can I review results before downloading?
Yes. Each spreadsheet row becomes a reviewable record. Approve the records you want before creating the ZIP.
Does JustFill email the generated PDFs?
Not in the current self-service batch. It creates individual PDFs and packages the approved files in a ZIP for download.
What happens to uploaded documents?
Transfers use TLS. Rendered page images are deleted within 7 days and source documents within 30 days unless you save the PDF as a reusable template.