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2014-05-04
overall I like pdffiller, but there are some things I wish I could do, like circle items in word docs. The only circle function I see does not seem to work very well. I would like to be able to draw circles around items more easily. As for signature authentication, is it necessary to include date? It would be easier if the authentication did not include the date. This isn't a big deal, since I can see why the date is necessary... but sometimes I sign a contract on for example, Sept 1st at midnight, but I don't want my clients to know I signed at midnight Sept 1st, particularly if I should have signed the document sooner. Anyway, these are just little issues that I've come across and changes would make my business a bit easier.
2019-01-18
Great features, love the ruler that lets you type straight every line unlike Adobe Acrobat. I really like the compatibility with mobile phones to create your digital signature. Overall I was quite happy and impressed with the software. It would be great if the trial period was longer.
2019-01-17
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If you are an insurance agent that uses Acord forms, this is for you.
What problems are you solving with the product? What benefits have you realized?
This definitely saves me money because it save my staff huge amounts of time. Everything is now done digitally, so we need our forms in a digital format that we can save from year to year and change information in the forms at will.
Huge time saver because we spend a great deal of time filling out forms, and we fill out the same forms with the same info year after year, and pdffiller keeps it for us and all we have to do is change the date.
What do you dislike?
Nothing really. It's an odd process, fill in your forms, hit this button, then hit that button, and then go find the finished product in your downloads. I would prefer to specify where it goes and rename it before it goes there.
Recommendations to others considering the product:
If you are an insurance agent that uses Acord forms, this is for you.
What problems are you solving with the product? What benefits have you realized?
This definitely saves me money because it save my staff huge amounts of time. Everything is now done digitally, so we need our forms in a digital format that we can save from year to year and change information in the forms at will.
2017-01-17
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The dashboard could use a bit more organization.
2019-09-18
Very useful to fill PDF and Edit them On the Go.
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I faced a few issues with Multi Format and Locked PDF but worked like a charm in Premium Version. Thanks
2018-08-08
Extremely user friendly and extremely…
Extremely user friendly and extremely helpful. Especially when there isn't a printer and scanner handy and you're in a hurry to fill out a form.
2022-05-05
What do you like best?
super convenient to find the forms that i need
What do you dislike?
when i want to go back to a doc i have to go all the way back to the main doc menu
What problems are you solving with the product? What benefits have you realized?
Almost all the forms i need are on PDF. I rarely have to look elsewhere
2021-10-14
New User but Impressed
Just now starting to use, but am thoroughly impressed. I'm sure as I get used to the software it will increase to 5 stars!
2021-10-05
Bold Record Tax Agreement Feature
The Tax Agreement feature from Bold Record simplifies the process of managing tax obligations. With this feature, you can ensure compliance while saving time and reducing errors. It is designed to meet the needs of businesses of all sizes.
Key Features
Automated tax calculations based on your predefined agreements
Integration with your existing accounting systems
Real-time updates and notifications about tax changes
User-friendly interface that streamlines setup and management
Comprehensive reporting tools for easy tracking of tax data
Potential Use Cases and Benefits
Small businesses looking to simplify their tax management processes
Startups needing a reliable system for tax compliance at early stages
Established firms aiming to reduce the workload on their accounting teams
Consultants assisting clients with tax planning and compliance
Companies expanding into new markets requiring local tax knowledge
This feature solves your tax management challenges by providing a clear, automated approach to compliance. Rather than struggling with complex calculations and regulations, you can focus on growing your business. With Bold Record's Tax Agreement feature, you gain confidence in your tax processes, ultimately saving you time and minimizing stress during tax season.
#1 usability according to G2
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