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Need to have more option to edit a document, like Microsoft Word.
When editing a document, there needs to be page breaks added. it appears as one long document until you go to turn it into a PDF where it is then broken into pages. It is impossible to get the spacing right since you have to go back and forth with the document.
2017-07-26
It's pretty good, but some repeat items don't load, and a couple times it would not let me add a 3rd line in a box. It would be nice if columns of numbers could add up.
2017-08-08
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The product was excellent our company is too small to make proper use of their services. I would have appreciated being able to purchase the service to use on an as-need basis.
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This product allowed me to make pdf forms that could be filled out online/electronically rather than printed, manually filled out and scanned.
The support team is very helpful and responds quickly.
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The product was excellent our company is too small to make proper use of their services. I would have appreciated being able to purchase the service to use on an as-need basis.
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This product allowed me to make pdf forms that could be filled out online/electronically rather than printed, manually filled out and scanned.
2020-01-17
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I like how the service is not that expensive and there's a lot of functionality and they keep upgrading their features.
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They could improve the user interface to be more user friendly in some ways.
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I'm able to have my clients sign documents by just emailing them the link and if they make a mistake, they can always open up the link and sign again.
I like how the service is not that expensive and there's a lot of functionality and they keep upgrading their features.
What do you dislike?
They could improve the user interface to be more user friendly in some ways.
What problems are you solving with the product? What benefits have you realized?
I'm able to have my clients sign documents by just emailing them the link and if they make a mistake, they can always open up the link and sign again.
2020-01-23
best document management program
I truly enjoy using this product. It is easy to manage my document and add items.
none. product is perfect for the uses i needed.
2022-11-14
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Being able to create templates of commonly used forms for client completion. Also being able to access legal forms (IRS, etc.) to complete through the system for commonly used forms for our Small Business Solutions. The notifications via email and the ability to save the completed forms to Google Drive for easy access. Being about to have a link to send to clients for specific forms based on their needs is extremely helpful. Being able to take the links and post on our website for easy accessibility for our clients. I love that we can embed the links throughout all of our communications for ease of use for client interaction.
What do you dislike?
Not being able to locate the signed documents in a central location, but rather having to access from the notifications for each document. The navigation of the system is systems challenging to locate documents that had been completed through Link to Fill process. I also do not like that we cannot edit information on the PDF, unless this is a service we are currently not utilizing with our subscription. I have to go into another program, such as Word or another PDF Editor software to make updates an then reupload the form to PDF Filler. The ability to make corrections within the PDF once uploaded would save me time and increase efficiency. The transition of the link from the published link to fill page and when posting in our practice management system requires an extra step to post into a web browser to get the full URL that works for clients to copy and paste.
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Consider how much time you spend creating forms, money you spend on postage, and storage for paper filing. If you're looking for ways to improve your workflow related to form completion for client interaction, you have to give PDF Filler a try. You will not be disappointed and will free up time to interact with more clients.
What problems are you solving with the product? What benefits have you realized?
The need to create customized forms for each client. Saves time during client communication to easily share a link via email, client portal or text message. Streamlines our processes and increases efficiency for team with access to completed documents. Great benefit for routine business operations with forms that we use daily for multiple lines of service.
2021-02-16
I am pleased to be able to use the program for the full trial period. As a small business we appreciate the chance to actually trial a product. Thank you for the EASY fill forms!!
2021-01-29
This is my first time dealing with PDFFILLER! There were some issues and they quickly assisted in resolving the areas in question . I would recommend them to business professionals and someone like me that has a periodic need for administrative documents.
2020-05-03
Good product for PDF edit
The product itself was great for my needs. Especially was useful the client support, the responce was swift and satisfactory.
2025-02-21
Embed Table in the Profit Sharing Plan
The Embed Table feature in your Profit Sharing Plan simplifies data management and enhances transparency for all involved parties. This feature allows easy integration of structured data tables that provide relevant insights and track contributions effectively.
Key Features
User-friendly interface for seamless table embedding
Real-time data updates to reflect current contributions
Customizable fields to match your specific data needs
Secure access controls to protect sensitive information
Mobile-friendly design for access on multiple devices
Potential Use Cases and Benefits
Facilitate clear communication among team members regarding profit shares
Easily track and manage individual contributions over time
Enhance engagement with a visual breakdown of profit distribution
Support compliance by providing transparent records for audits
Improve decision-making with accessible data insights
This feature addresses the challenge of managing complex data in profit sharing. By embedding tables, you gain a clearer view of contributions, making it easier to manage expectations and calculations. Ultimately, you can build trust among participants through transparency and simplicity.
For pdfFiller’s FAQs
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.
What if I have more questions?
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Can a profit sharing plan be top heavy?
If additional discretionary employer contributions, such as Profit Sharing , are made the plan may be subject to a top heavy minimum contribution (assuming the Profit Sharing contribution itself does not already meet the top heavy minimums).
How much can you make with profit sharing?
Profit sharing means an employer or company owner shares business profits (up to 25% of the company's payroll) with employees. The employer can decide how much to set aside each year.
Can a company have a 401k and a profit-sharing plan?
A 401(k) plan may be designed to allow an employer to make profit-sharing contributions. Rather than a stand-alone profit-sharing plan, the employer is combining the benefits of a 401(k) and a profit-sharing plan into a single plan.
What are the three types of profit-sharing?
There are three primary types of profit sharing plans: the pro-rata plan (the most common), new comparability plans (the most flexible), and age-weighted plans (most helpful for retaining talent).
How much can I contribute to a profit sharing plan?
Contribution Limits This limit is the lesser of: ∎ 100 percent of the participant's compensation, or ∎ $61,000 for 2022 and $66,000 for 2023. If you, the employer, make contributions to a profit sharing plan, you can deduct up to 25 percent of the compensation paid during the taxable year to all participants.
How do you structure a profit-sharing plan?
How to create a profit-sharing plan Determine how much you want your PSP amount to be. Profit allocation formula. Write up a plan. Rules. Provide information to eligible employees. File IRS Form 5500 annually. Details your contribution plan and all participants in it. Keep records (e.g., amounts, participants, etc.)
Is a profit sharing plan a good idea?
For small businesses considering a retirement plan, profit sharing plans can be a powerful tool to promote financial security in retirement, as they provide benefits to both employees and their employers. A profit sharing plan is a type of plan that gives employers flexibility in designing key features.
How much can you put into a profit-sharing plan?
This limit is the lesser of: ∎ 100 percent of the participant's compensation, or ∎ $61,000 for 2022 and $66,000 for 2023. If you, the employer, make contributions to a profit sharing plan, you can deduct up to 25 percent of the compensation paid during the taxable year to all participants.
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