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Easy method. I have been filling out MER longhand for years. Glad I made the mistake clicking on your sight. Would have copied form and filled out by hand.
2017-01-19
Very Satisfied and excellent customer service. After a charge dispute, the error was fixed immediately. Then had a print problem and that problem was corrected before I could explain to CS. Great service!!!!
2017-05-24
easy to use and reasonably priced. The only difficulty I had was finding how to get back to the template once I'd done one 1099. There is probably a way to keep my company info for each subsequent form but I didn't find it. I only had a few 1099's so this worked great and will want to use it next year.
2018-02-12
I had some issues with establishing connections, but when I chatted with Paul, he had the solution for downloading the form in less than 3 minutes! This was a truly a great experience for me!
2019-06-10
I like the system is very powerful and I can do a lot more things with formulas and programming features. I need to study deep your app and you have excellent support. I want to recognize for your work a Gilbie and I want to receive a manual or guide. I'm very happy and my imagination flies with your app to do a lot of applications.
2019-09-06
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I fell like it takes a lot of clicks to get things done. Some pages are also slow to load.
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Automation. We used it along with Zapier and 123Forms to create a prefilled document from a filled form.
How easy the software is to use and its ability to connect with other apps/software
What do you dislike?
I fell like it takes a lot of clicks to get things done. Some pages are also slow to load.
What problems are you solving with the product? What benefits have you realized?
Automation. We used it along with Zapier and 123Forms to create a prefilled document from a filled form.
2019-01-28
When I chatted with support
When I chatted with support, I had had two different people who took the files I had been trying to merge unsuccessfully and merge them for me!!! Similarly when I had trouble with blank pages and missing pages in a merged document I found out it was because I was using Edge as my browser instead of Chrome. It would have been best if that had been in the program itself, but support really came through to help me out.
2023-11-20
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Easy to use. Very little start up time. Comprehensive set of features
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Being in the cloud does require upload and download steps
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I use it daily for contacts and client documents
2020-11-18
Only used once and was such a quick fix…
Only used once and was such a quick fix to a time-sensitive problem! Great customer service and user friendly program
2020-10-20
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How do you become SO accredited?
The only qualifications for becoming an accredited representative are passing the SO exam and a background check. Undergoing the accreditation process earns you recognition from the U.S. Department of Veterans Affairs (VA) as being capable of handling veteran affairs.
How do I get SO certified?
The only qualifications for becoming an accredited representative are passing the SO exam and a background check. Undergoing the accreditation process earns you recognition from the U.S. Department of Veterans Affairs (VA) as being capable of handling veteran affairs.
How do I get a SO?
To have a SO help you, fill out an Appointment of Veterans Service Organization as Claimant's Representative (VA Form 21-22). To have a claims agent or attorney help you, fill out an Appointment of Individual as Claimant's Representative (VA Form 21-22a).
How much does a veteran service officer make?
The average annual salary of a veteran services officer was $56,000 as of 2014, according to the job site Simply Hired. The minimum requirements for this job are typically a bachelor's degree in public or business administration and one or more years of experience in veterans services.
How do you become a VA representative?
To be an accredited VA representative, individuals must pass an exam, submit to a background check, and take continuing education courses. These recognized organizations and individuals can legally represent you before the VA.
What is VA accreditation?
Accreditation: Accreditation means the authority granted by VA to assist claimants in the preparation, presentation, and prosecution of claims for benefits. VA regulations require that accredited agents and attorneys certify in writing to VA's Office of the General Counsel that they have completed qualifying CLE.
How do I become Va accredited?
Anyone other than an attorney or a service officer with a VA recognized service organization must apply for accreditation authority as an “accredited agent.” The process is free. The applicant does an online search for “VA form 21a.” The form is completed and sent in to the Office of General Counsel in Washington DC.
What is a VA claims agent?
An accredited representative is an individual who has undergone a formal application and training process and is recognized by VA as being capable of assisting claimants with their affairs before VA. Non-recognized organizations and individuals can provide information, but cannot be a representative.
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