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2017-05-18
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2019-04-29
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If you are an insurance agent that uses Acord forms, this is for you.
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This definitely saves me money because it save my staff huge amounts of time. Everything is now done digitally, so we need our forms in a digital format that we can save from year to year and change information in the forms at will.
Huge time saver because we spend a great deal of time filling out forms, and we fill out the same forms with the same info year after year, and pdffiller keeps it for us and all we have to do is change the date.
What do you dislike?
Nothing really. It's an odd process, fill in your forms, hit this button, then hit that button, and then go find the finished product in your downloads. I would prefer to specify where it goes and rename it before it goes there.
Recommendations to others considering the product:
If you are an insurance agent that uses Acord forms, this is for you.
What problems are you solving with the product? What benefits have you realized?
This definitely saves me money because it save my staff huge amounts of time. Everything is now done digitally, so we need our forms in a digital format that we can save from year to year and change information in the forms at will.
2017-01-17
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2024-09-28
I just signed up with pdfFiller
I just signed up with pdfFiller
I am a financial Advisor in Edmonton, Alberta Canada
I have been a Broker for 46 years and I use to have an admin assistant that handled all my paperwork
But now I work from home, no admin person or receptionist, I am Chief Bottle washer & Cook
I chatted with Bob Today on a Technical issue on the size of a PDF, He was able to reduce it
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that doesn't drink my coffee
I will be referring associates to pdfFiller
Thanks
Barry Fisher, JBF Financial
2024-02-06
Excellent Customer Service from PDFfiller staff, Kara
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2022-07-28
Amazing Anna!
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2021-01-22
Invoke Tax Agreement Feature
The Invoke Tax Agreement feature simplifies your tax processes and offers peace of mind regarding compliance. This tool helps individuals and businesses manage their tax agreements efficiently.
Key Features
Automated tax calculation and reporting
User-friendly interface for easy navigation
Real-time updates on tax law changes
Secure storage for all tax documents
Integration with existing accounting software
Potential Use Cases and Benefits
Small businesses seeking to streamline tax management
Freelancers needing reliable tax documentation
Individuals wanting to ensure compliance with tax regulations
Accountants requiring efficient tools for clients' tax needs
Organizations aiming to reduce tax-related errors and save time
With Invoke Tax Agreement, you can resolve your tax concerns effectively. This feature allows you to minimize errors and ensure compliance, relieving you of the stress that often accompanies tax season. By centralizing your tax management, you can focus on growing your business or managing your finances with confidence.
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