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It's not as intuitive as I hoped to use the mobile apps, and it seems there are many steps to doing the main process which led me to purchase PSF filler--uploading and emailing HIPAA related documents that I've photographed. I'm sure there'll be a learning curve, however, so I am still hopeful.
With two helpful and timely chat guidance, I was able to resolve my problems with scanning and uploading photographed documents quickly. I still wish the mobile app allowed me to rename the document so that I wouldn't have to fiddle with it later in the browser app, but am happy with many other features at this point.
2018-01-13
extremely easy to and beneficial for my business. I needed help and used the chat service and someone responded promptly and helped me out a great deal. thank you.
2018-05-09
Your software is brilliant.If you could lower your price for home users, it is bound to make a big difference for your company. Always remember, "many a drop make an ocean"
2020-01-29
You can do absolutely everything you…
You can do absolutely everything you need to do with a pdf! And it is nowhere near the cost of Adobe subscriptions.
2019-11-22
I subscribed to a trial of this…
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2019-03-31
Difficult to naviagte
Frustrating... but it may work better on a computer rather than an ipad.
I like that you can create password protected files and templates to sign if there's is sensitive information needing to be shared.
The overall function seem to be helpful, but difficult to use on an ipad for sure! I found it difficult to attempt to build a template as you cannot move the fields you create once you place them. It can make for a sloppy look in your template.
2019-02-02
This was pretty easy to use once I…
This was pretty easy to use once I started. I only needed it for one form and do not edit a lot of PDF files normally.
2021-10-31
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2021-08-25
Well PDF has help me through many challenges during this Pandemic not being able to get to a fax machine to send documents. I love how easy it is to get through a document and how it allows you to send the documents via mail, IRS & many other good things.
2021-03-16
Deposit Dropdown Notice Feature
The Deposit Dropdown Notice feature simplifies your deposit management by providing an easy way to view and select deposit options. This feature is designed to enhance user experience, ensuring you can manage your deposits efficiently and effectively.
Key Features
User-friendly interface that allows for quick selections
Real-time updates on available deposit options
Customizable settings for personalized notifications
Mobile-friendly design for on-the-go access
Integration with existing payment systems
Potential Use Cases and Benefits
Ideal for businesses that handle multiple transactions daily
Helps individuals easily choose deposit methods according to preferences
Enhances operational efficiency in managing deposits
Reduces time spent on deposit selection processes
By using the Deposit Dropdown Notice feature, you will clearly see your deposit choices, which can eliminate confusion during transactions. This tool addresses the common problem of tedious deposit management, allowing you to focus on what really matters—growing your business or enjoying your experience. Say goodbye to uncertainty and hello to streamlined deposit processes.
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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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What is a deposit method?
Bank Deposits Method Generally This method focuses on deposits made to a bank, or similar, account in a tax year. Through this method, all deposits to an individual's bank and similar accounts in a single year are added to arrive at gross deposits.
What does direct deposit mean?
Deposit Type: Balance. Amount/Percent: Routing Number: 9 digit bank number. Account Number: Your Checking or Savings Account Number. Deposit Order: 1 (Please note: This will automatically convert to 999 when you save to allow for future accounts to be added.)
What is a deposit order on direct deposit?
Order of deposit is meant for those with multiple deposit accounts and is the order in which you want your pay deposited into your accounts. For example, say you want 10% of your pay deposited into your savings account and the balance / remainder of your pay deposited into your checking account.
What does 999 mean for direct deposit?
- The Deposit Type = Amount or Percent and the Deposit Order = 1. — The Deposit Type = Balance and the Deposit Order = 999. If you have 3 accounts: — The Deposit Type = Amount or Percent and the Deposit Order = 1. — The Deposit Type = Amount or Percent and the Deposit Order = 2.
What do I put for direct deposit flat amount?
Flat Amount: A flat amount of the net paycheck will be deposited to an account if you enter that amount here. Only to be used when you are entering multiple accounts for deposits. Such as, when you have $100 go to a savings account (order 1, amount $100), and the rest of the pay to a checking account (order 2, 100%).
How does direct deposit work?
Direct deposit is a payment option where your funds are electronically transferred to your checking or savings account. This can help the payee receive payment faster and avoid dealing with physical checks. In many cases, direct deposit means your payroll checks are automatically deposited into your bank account.
What is a remainder deposit method?
Remainder — If multiple direct deposit accounts are being used this selection will cause the system to deposit any amounts that are left over after a fixed amount and/or percent deposits are made. ... % of Gross Amount — This method will deposit a percent of employee's gross pay.
What does deposit method remainder mean?
Remainder means after the fixed amounts, the rest of your check. If you have only one account, it will be the remainder account. ... In the first pay period after the form is received by Payroll, a pre-wrote is required in order to verify the account number at the bank, so the employee will receive a check.
What is amount or percent on direct deposit?
If you choose to offer Direct Deposit to your employees, they can designate a flat-dollar amount, a percentage, or the remainder of their money to be deposited into an unlimited number of bank accounts. For a full definition, see Direct Deposit in our Payroll Glossary.
What is flat dollar amount direct deposit?
Flat Amount: A flat amount of the net paycheck will be deposited to an account if you enter that amount here. Only to be used when you are entering multiple accounts for deposits. Such as, when you have $100 go to a savings account (order 1, amount $100), and the rest of the pay to a checking account (order 2, 100%).
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