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great except when i want to email something sometimes the other party can't view it as a pdf. i dont get why. I want an option to save my new document in my own hard drive but can't figure out how to other than emailing it to myself. add that option or help me find it.
2016-04-27
I had issues at first as connections failed and I lost my documents that I had updated which took me a long time to do. I have had another go and it has worked a lot better.
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PDFfiller for Real Estate
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This software performs well and there is nothing negative to report. It is a great way for clients to file out paperwork and sent back to me when they are finished.
2020-02-04
It works great and I had 1 slight problem
It works great and I had 0 problems until I had to sign up for a subscription before being able to download the very important documents I had started. Would be better to let people know beforehand unless I, myself, didn't see such thing.
2021-03-14
I've tried their product once when I…
I've tried their product once when I had to modify some PDF documents very quickly. I was very happy to find something really helpful and easy to use because the interface is userfriendly, everything is intuitive with an option to get back and redo what you need. I had to register, inclusive my card for one trial month in order to download my new edited docs.
2020-11-30
The filler was not completing all of…
The filler was not completing all of the number I was trying to type on Florida's RT-6 for example Box 2 & 3 1,600.00 would come out 1,60 .00 Boxes 12a for the employee instead of 4,000.00 would come out 4,1 .00 With Shannen's help I got a work around. The program needs to be fixed.
2020-10-28
Excellent customer service
Excellent customer service. The request was attended to at a very high speed and got it done. Kudos to the customer service team!
2020-08-11
I signed up originally to utilise this service. Whilst I did not wish to continue with the service (just wouldnt need it again) I did struggle to cancel the service. I sent an email outlining my issue and got the quickest response back and my account fixed and funds returned. Great service if you do require all the time. Easy to use. Highly recommend.
2020-07-25
Superb customer service and an amazing program! I used the program several times. I love all the features and it’s super easy to use. Highly recommended.
2020-04-28
Finish Note in the Split Dollar Agreement Feature
The Finish Note in the Split Dollar Agreement feature simplifies the complexities involved in split-dollar life insurance arrangements. This tool ensures that all parties have a clear understanding of their commitments and benefits, creating a smoother process for everyone involved.
Key Features
Clear documentation of obligations and benefits
User-friendly interface for easy navigation
Customizable templates to fit various agreements
Secure storage for critical documents
Collaboration options for multiple parties
Potential Use Cases and Benefits
Streamlining communication between parties in a split-dollar agreement
Providing transparency in financial arrangements
Facilitating estate planning for business owners
Enhancing clarity in employment agreements for executives
Ensuring compliance with legal and tax requirements
By using the Finish Note, you tackle the confusion that often accompanies split-dollar agreements. This feature provides clarity and structure, making it easier for you to manage your agreements. In addition, you gain peace of mind knowing that all aspects of the agreement are documented and accessible. As a result, you can focus on what matters most: your business and financial growth.
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