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Program is very intuitive and easy to use. I spend less than 10 mins to recreate a document for Customers and it makes a world of difference.
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I don't think I have any dislike...or at least none that I've come across too.
Recommendations to others considering the product:
It's a must have program...so easy to use and it does it all. Plus an extra bonus is that it's less in cost then the highest competitor. WIN, WIN!
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I edit our invoices & receipts. I'm able to provide progress invoices that our system doesn't do. This helps our Customers tremendously to understand paperwork.
Program is very intuitive and easy to use. I spend less than 10 mins to recreate a document for Customers and it makes a world of difference.
What do you dislike?
I don't think I have any dislike...or at least none that I've come across too.
Recommendations to others considering the product:
It's a must have program...so easy to use and it does it all. Plus an extra bonus is that it's less in cost then the highest competitor. WIN, WIN!
What problems are you solving with the product? What benefits have you realized?
I edit our invoices & receipts. I'm able to provide progress invoices that our system doesn't do. This helps our Customers tremendously to understand paperwork.
2019-11-12
Definitely Useful
As I mentioned, it makes the mailing process much more efficient.
PDFiller allows you to create and mail PDFs easily, saving you the hassle of getting an envelope, purchasing a stamp, maybe having to go to the post office, etc. For me that has been its greatest strength. The PDF customization interface isn't bad, but it's not immediately usable. It takes a little bit of time to learn how to use it effectively.
Right off the bat: I would not recommend this software to someone who isn't tech savvy or doesn't want a bit of a learning curve, for example, employers I've had in their 50s, 60s, and 70s who don't really "get" technology. The interface is fine if you just want to sign a document, but is not particularly intuitive when it comes to doing simple things like outright deleting portions of text. Too many steps.
2019-11-15
I love PDFfiller!!! It does everything I need for the office at a fair price.
I am able to find time to bill insurance with the ease and use of this software. I wouldn't even bother without it.
It's easy to use, cheaper than the alternatives and has more options. Check out the comparison chart. It has taken away my frustration with insurance billing. It makes the process smooth and quick. I feel organized for once!
2017-11-17
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Normally I can see negatives with a product. Not this time however. Works great.
2022-09-24
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How easy it is to modify PDFs and being able to protect them
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Not being able to upload more than five pages at a time
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I can upload and modify a document instead of starting it all over. I can fax my papers, and I will receive confirmation.
2021-10-14
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2021-02-27
What do you like best?
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.
Recommendations to others considering the product:
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
Love this...in this world of fill it…
Love this...in this world of fill it out and sign it...pdf filler makes for a much more professional looking document.
2021-01-06
Fantastic
i adore this. Used it for my son for distant learning for many of his projects and class work. Also now helping with work from home. Making my job easier. Not needed to scan as much.
2020-10-26
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.
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How do I get my wage and income transcript?
You can get an IRS wage and income transcript online at www.irs.gov/Individuals/Get-Transcript. When you get wage and income transcript access, it will show you all the informational returns the IRS has received for your tax ID, like: W-2. Form 1099-INT.
What is wage and income transcript?
IRS Definition A wage and income transcript shows data from information returns the IRS receives, such as Forms W-2, 1099, 1098 and Form 5498. Current tax year information may not be complete until July. This transcript is available for up to 10 prior years using Get Transcript Online or Form 4506-T.
How do I get a wage and income transcript?
You can get an IRS wage and income transcript online at www.irs.gov/Individuals/Get-Transcript. When you get wage and income transcript access, it will show you all the informational returns the IRS has received for your tax ID, like: W-2. Form 1099-INT.
Is a tax return transcript the same as a wage and income transcript?
Tax Account Transcript — shows basic data such as return type, marital status, adjusted gross income, taxable income and all payment types. Wage and Income Transcript — shows data from information returns we receive such as Forms W-2, 1099, 1098 and Form 5498, IRA Contribution Information.
Can I file taxes with a wage and income transcript?
Yes, you can use it. You get the wages and income transcript from the IRS, who gets all their info from the SSA. The TurboT ax software might not take it without this, but you can still file.
What is an IRS wage statement?
Form W-2 (officially, the “Wage and Tax Statement”) is an Internal Revenue Service (IRS) tax form used in the United States to report wages paid to employees and the taxes withheld from them. The form is also used to report FICA taxes to the Social Security Administration.
Can I file my taxes with a wage and income transcript?
Yes, you can use it. You get the wages and income transcript from the IRS, who gets all their info from the SSA. The TurboT ax software might not take it without this, but you can still file.
How do I file taxes with a transcript?
The number to call is 800-908-9946. Order by mail. Complete and send either Form 4506-T or Form 4506T-EZ to the IRS to get one by mail. Use Form 4506-T to request other tax records: tax account transcript, record of account, wage and income and verification of non-filing.
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