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I just needed to do one form, so I chose the one-month subscription. It worked great, but it was not clear when I purchased that ONE month, that I would be setup on further automatic monthly payments, otherwise I would have opted out of that. Now I'm considering filing a formal complaint, unless my $20 renewal fee is credited back to my account ASAP!
2016-03-19
It was easy to use. just having difficulty emailing and printing 25 page document. states processing 1 of 25 but bar is not loading. quite frustrating. been trying for 1.5 hrs now. tried emailing didnt work to print off of it either. ugh
2016-09-11
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making insurance certificates for our own insureds so they don't have to wait for us. I can see who they make certificates for and add them to their account
able to add text boxes and add information
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hard to get font size changed and boxes lined up
Recommendations to others considering the product:
very easy to use if you need to edit or add to current pdfs
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making insurance certificates for our own insureds so they don't have to wait for us. I can see who they make certificates for and add them to their account
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2021-04-25
working great so far, any difficulties are due to my lack of knowledge. My only suggestion is to hire one really dumb guy, and make it so its easy for him. Would you like me to send my resume'?
2020-06-18
Archive Investment Plan Feature
The Archive Investment Plan is designed to help you manage and grow your investments with ease. This feature offers you the tools you need to make informed decisions for your financial future. You can organize your investment history and create a reliable strategy to reach your goals.
Key Features
User-friendly interface for tracking investments
Option to categorize and archive past investments
Detailed reports on performance over time
Integration with various investment accounts
Automatic alerts for key investment milestones
Potential Use Cases and Benefits
Investors seeking to review and analyze past investment choices
Individuals wanting to streamline their portfolio management
Financial planners needing to provide clients with performance insights
Anyone interested in tracking long-term growth and trends
This feature addresses your need for organization. By archiving and categorizing your investments, you can easily access historical data. This clarity allows you to identify successful strategies and areas for improvement. Additionally, you benefit from comprehensive reports and alerts, making it easier to stay proactive in your investment journey.
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