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I felt very mislead, I entered a lot of info onto a form and was only told when I tried to print there was a charge. There was a monthly charge shown but when I selected the monthly option the cost suddenly shot up
2017-04-08
4 starts because of great chat support but some features I would change. Like when filling out fillable form, I don't like how the instruction window follows you through the entire document. Most other online forms don't have this because they assume the form is self-explanatory. The feature is cumbersome, like dragging around dead weight. Anyways, that is my input.
2017-06-20
I wanted to create 2 additional 1099s but was unable to find that option so closed and requested it be sent to IRS. Now I know I should have selected "template" but have not been able to get that to work. Made another, and no option to send to IRS
2019-01-29
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It's is easy to use and convenient, because I can access it from any of my computers, whether in office or out of town on my laptop.
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About the only things that I dislike is the cost.
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Highly Recommend.
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It's nice to be able to pull a form into the application and fill it out and then copy, save, send, etc. It makes all of our forms, applications look very professional.
It's is easy to use and convenient, because I can access it from any of my computers, whether in office or out of town on my laptop.
What do you dislike?
About the only things that I dislike is the cost.
Recommendations to others considering the product:
Highly Recommend.
What problems are you solving with the product? What benefits have you realized?
It's nice to be able to pull a form into the application and fill it out and then copy, save, send, etc. It makes all of our forms, applications look very professional.
2019-01-28
PDF Filler Signature function is great
PDF Filler is pretty good, the ability to edit pdf's is always good but I have found the Signature copy function particularly useful over the standard PDF tools.
2020-02-12
Outstanding Tool To Fill Out PDFs.
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No cons whatsoever. It delivers and I definitely downloaded it at some point in life and was satisfied with whatever reason I did.
2018-10-03
I'm computer illiterate and even I could easily use this
It saved me time and money, thank you :)
Easy to use and easy to understand format, it made me feel like a pro lol, and I love the feature of being able to download your copies to your computer in either a PDF or a Word file, personally I dislike PDF files but if you have to send or receive them this is the perfect tool to do it with. Have already recommended it to several friends and family.
2017-11-14
Really came through for me when I was charged a subscription fee. Being a small business owner, things get hectic. I had used it for my taxes and meant to cancel it but forgot. They cancelled my subscription and refunded the fee with no questions asked. Too bad it really wasn't a good fit for my business."
2021-03-06
SPEECHLESS HOW FLAWLESS THIS APP IS!!! I LOVE IT!
IT WAS SIMPLE, ACCURATE, AND VERY PROFESSIONAL! I'LL NEVER USE ANOTHER APP. EVERYTHING I NEED IS WRAPPED UP IN THIS SINGLE PROGRAM!!
2020-07-02
Cut Date Settlement Feature Description
The Cut Date Settlement feature streamlines the process of settling transactions on a specified date. This tool simplifies your workflow, ensuring timely and accurate financial transactions.
Key Features
Allows for easy scheduling of settlement dates
Integrates seamlessly with existing financial systems
Provides instant updates and notifications for upcoming settlements
Supports multiple currencies and transaction types
Ensures compliance with industry standards
Potential Use Cases and Benefits
Businesses can manage cash flow by controlling when transactions settle
Financial teams can reduce potential errors in data entry
Organizations can enhance communication between departments regarding settlements
Companies can improve customer satisfaction with reliable and predictable transaction timelines
Firms can increase operational efficiency by automating settlement processes
This feature addresses the common problem of uncertainty in transaction timing. By providing control over settlement dates, you can eliminate confusion and improve financial accuracy. Experience smoother operations and enhanced clarity in your transaction processes with Cut Date Settlement.
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What does settlement date mean?
Settlement Date is a securities' industry term describing the date on which a trade (bonds, equities, foreign exchange, commodities, etc.) settles. That is, the actual day on which transfer of cash or assets is completed and is usually a few days after the trade was done.
What does settlement date mean in stocks?
Updated May 14, 2018. When buying shares, there are two key dates involved in the transaction. First is the trade date, which marks the date the buy order is executed in the market or exchange. Second is the settlement date, which marks the date and time the transfer of shares is made between buyer and seller.
Is value date the same as settlement date?
The settlement date is the date on which a transaction is completed. The value date is usually, but not always, the settlement date. The settlement date can only fall on a business day — if a bond was traded on Friday (trade date), the transaction will be deemed complete on Monday, not Saturday.
Who determines settlement date?
The settlement date is the date when a trade is final, and the buyer must make payment to the seller while the seller delivers the assets to the buyer. The settlement date for stocks and bonds is usually two business days after the execution date (T+2).
What is the 3-day rule in stocks?
The three-day settlement rule When you buy stocks, the brokerage firm must receive your payment no later than three business days after the trade is executed. Conversely, when you sell a stock, the shares must be delivered to your brokerage within three days after the sale.
What trade date means?
A trade date is the month, day and year that an order is executed in the market. The trade date is when an order to purchase, sell or otherwise acquire a security is performed. A trade date is determined for all types of investment security transactions in the market.
What is the settlement date for options?
For most stock trades, settlement occurs two business days after the day the order executes. Another way to remember this is through the abbreviation T+2, or trade date plus two days. For example, if you were to execute an order on Monday, it would typically settle on Wednesday.
What does the settlement date mean?
Settlement Date is a securities' industry term describing the date on which a trade (bonds, equities, foreign exchange, commodities, etc.) settles. That is, the actual day on which transfer of cash or assets is completed and is usually a few days after the trade was done.
What is difference between trade date and settlement date?
When buying shares, there are two key dates involved in the transaction. First is the trade date, which marks the date the buy order is executed in the market or exchange. Second is the settlement date, which marks the date and time the transfer of shares is made between buyer and seller.
How long do stock options take to settle?
Most security transactions, including stocks, bonds, municipal securities, mutual funds traded through a broker, and limited partnerships that trade on an exchange, must settle in three days. Government securities and stock options settle on the next business day following the trade.
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