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2015-01-29
PDFfiller was intuitively simple to use in creating an important document. I had difficulty erasing some text I accidentally superimposed onto my document and the recipient who ultimately got the PDF I created could not open it. Also disappointing was the fact that I didn't realize I had to pay a tidy subscription price until after I completed my document and tried to send it off (and save it). That all led to an initially horrible review.
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2015-06-08
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2019-07-12
What do you like best?
Ability to add notes to PDFs for my clients. It really does help answer questions for them much faster and help them understand the document better.
What do you dislike?
I wish I could merge and rearrange documents without it costing more to upgrade to do so. Would also be nice if If could set two password when securing a file. One for client and my master password
What problems are you solving with the product? What benefits have you realized?
Being able to mark up pdf documents for my clients that otherwise I could not. I like the pen option to call out important numbers for them to review. Being able to highlight where there signature is needed is an added plus
Ability to add notes to PDFs for my clients. It really does help answer questions for them much faster and help them understand the document better.
What do you dislike?
I wish I could merge and rearrange documents without it costing more to upgrade to do so. Would also be nice if If could set two password when securing a file. One for client and my master password
What problems are you solving with the product? What benefits have you realized?
Being able to mark up pdf documents for my clients that otherwise I could not. I like the pen option to call out important numbers for them to review. Being able to highlight where there signature is needed is an added plus
2018-01-17
PDFfiller Review
It is very easy to upload your documents and input the proper information.
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2020-04-08
Essential software
Being able to fill in pdf's is great! It saves so many steps and looks more professional. Before I would have to print a form, fill it in by hand, scan it back into the computer and then send it on. Now I can fill in necessary information, neatly typed and send it on.
Once in awhile I have a hard time making it do what I want when I am trying to change a document.
2019-07-16
I am using it time to time for to fill the pdf. I got this because IRS fillable from will not let me
I have used IRS form like 1099 and 1096 and other forms.
Easy to move PDF and update. Also I can save filled PDF to my folder. I really like the filled and sign.
2017-11-14
Thanks to this app I am able to edit my work pdfs
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2024-09-12
Very reliable
My overall experience with this software has been 100% positive.
I like that no matter what kind of forms I need I can always find everything that I need on this software.
I love everything about this software. I cant think of anything negative about it.
2022-05-06
Detach Split Dollar Agreement Feature
The Detach Split Dollar Agreement feature simplifies how you manage and benefit from prearranged life insurance policies. This tool empowers you to navigate agreements with ease, ensuring clarity and efficiency.
Key Features
Flexible agreement options to fit various financial situations
User-friendly interface for easy management
Automated documentation generation for accuracy
Clear tracking of policy values over time
Built-in analytics for informed decision-making
Potential Use Cases and Benefits
Ideal for business owners seeking tax-saving strategies
Useful for high-net-worth individuals planning estate transfers
Supports financial advisors in creating tailored solutions for clients
Enhances transparency between parties involved in agreements
Promotes better financial planning and investment choices
This feature addresses common challenges by offering a clear structure for Split Dollar agreements. You gain confidence in your decisions and financial strategies, knowing you have a reliable tool that simplifies complex processes. With the Detach Split Dollar Agreement feature, you can optimize your financial planning, protect your assets, and ensure a prosperous future.
#1 usability according to G2
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