Can I ZIP both PDFs and Excel files together?

Yes. Deliteful accepts PDF, XLSX, XLS, CSV, DOCX, and other formats in a single batch, so you can bundle all engagement file types in one archive.

How many files can I include per ZIP?

Up to 50 files or 2GB total per batch, whichever is reached first. This is sufficient for most client engagement packages.

Does the tool modify my original files?

No. Original uploaded files are not altered. The ZIP is a new output file containing copies of your originals.

What happens if two files share the same name?

Duplicate filenames may overwrite each other inside the ZIP. Ensure files have unique names before uploading, which is standard practice with dated workpaper naming conventions.

Package Financial Workpapers and Statements Into One ZIP

Delivering a year-end package to a client or auditor means gathering financial statements, trial balances, supporting schedules, and signed returns from multiple sources. Deliteful's ZIP tool bundles them into a single archive without any manual compression software.

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Accountants deal with document sprawl at every engagement close. Tax season alone can mean dozens of PDFs and spreadsheets per client. Sending them as individual email attachments creates an audit trail nightmare and risks missed files. A single ZIP per client keeps the delivery clean and the recipient's downloads organized.

Deliteful supports PDF, XLSX, CSV, and other common accounting formats — up to 50 files or 2GB per batch. Files retain their original names, so your consistent naming convention (e.g., 'ClientName_2024_TrialBalance.xlsx') is preserved inside the archive.

How it works

1
Gather your engagement files
Upload all statements, schedules, and workpapers for the client engagement — PDFs, Excel files, and CSVs all accepted.
2
Name the archive
Use a client-specific name like 'Smith_LLC_YE2024.zip' for easy identification.
3
Download and deliver
Download the ZIP and send it as a single email attachment or upload it to your client portal.

Frequently asked questions

Can I ZIP both PDFs and Excel files together?: Yes. Deliteful accepts PDF, XLSX, XLS, CSV, DOCX, and other formats in a single batch, so you can bundle all engagement file types in one archive.
How many files can I include per ZIP?: Up to 50 files or 2GB total per batch, whichever is reached first. This is sufficient for most client engagement packages.
Does the tool modify my original files?: No. Original uploaded files are not altered. The ZIP is a new output file containing copies of your originals.
What happens if two files share the same name?: Duplicate filenames may overwrite each other inside the ZIP. Ensure files have unique names before uploading, which is standard practice with dated workpaper naming conventions.