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ONLY HAD TO CONTACT SUPPORT ONCE. GREAT FOR ME. I DO WISH THAT YOU COULD FILL AND PRINT W-2 INFOR ABOUT TWO PEOPLE AT A TIME. IT WOULD BE GREAT IF THE IRS WOULD EXCEPT THE W-3 INFO BUT OH WELL GLAD TO HAVE WHAT I DID GET. THANK YOU
2016-01-14
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2017-04-07
It's easy to use, I do like it; but it is a little expensive, $80/year is a lot. I use it maybe once or twice per month. I think you would have more customers if it was less expensive.
2018-02-06
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2018-08-17
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It was hard to save as file onto my desktop, until u figure out that u need to go to pdf viewer and then select all pages and do save as. make the save as button to show up easier than going to pdf viewer option to save as.
2022-08-31
Only would like a print out instruction…
Only would like a print out instruction sheet. I love being able to create contacts in a few minutes. Make my template and just fill in the info to create a new contract.
2021-04-05
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2021-01-20
This is the most amazing app
This is the most amazing app, it really is a great one-stop portal for all my practice needs, and it is SIMPLE to use, even for solo practitioners like me who don’t have an IT department.
2020-10-20
easy to use and there are a lot of options to have things mailed, emailed, faxed, etc right with a click of a button and entering information. It does have a fee for this BUT it is SUPER convenient so honestly its a very small price to pay to not have to worry about all the extra work i would have to do myself.
2020-05-20
Collate Watermark Statement Of Work Feature
The Collate Watermark Statement Of Work feature simplifies your project management by providing clarity and structure. This tool helps you define and track work agreements, ensuring your team and clients share a common understanding.
Key Features
Customizable templates for various project types
Real-time collaboration between stakeholders
Automated document tracking and notifications
Secure watermarking to protect your documents
Version control to maintain document history
Potential Use Cases and Benefits
Managing client projects with clear deliverables
Tracking changes in project scope effectively
Ensuring compliance with industry standards
Enhancing communication between teams and clients
Streamlining approvals and feedback processes
By using the Collate Watermark Statement Of Work feature, you eliminate confusion and miscommunication in your projects. This tool provides the framework you need to focus on your work while ensuring that all stakeholders are aligned. Embrace efficiency, clarity, and security in your project management processes today.
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