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I filled in IRS 990, Schedules A & O but didn't know I was using PDFfiller and when I tried to print I found I was locked out, so I had to subscribe and still have filled our forms that are locked out. Need timely hep in unlocking these documents. Since this experience and subscribing to PDFfiller (annual Suscrition) I have found it works very well. I contract for a Jazz club's 5 venues sites and have to fill out two cities' forms that I found easy to get using PDFfiller. I also became the treasurer of the Jazz Club again and had to bring out IRS 990s up to dat--non-profit. Again fond using PDFfiller to get fillable forms easy, better than going to IRI.gov.
2018-12-09
I tried pdffiller and was very…
I tried pdffiller and was very impressed with the platform. It was relatively simple to operate. I would recommend this site.
2020-03-24
Very helpful tool, and easily accessible on the go!
Great tool and helpful to keep business going while traveling or on the go.
Simple, easy to use format. I could access it while on the go and get work done without having to log into my laptop.
When trying to "save as", it takes a few more steps than I'd like it to.
2019-01-17
I have trouble using the pdffiller on my laptop, I can not upload b/c the screen is not wide enough to get to the click button. I can on my desktop when I go into the office. Sometimes the app does not give me the ability to save or download - I have to play with it back in forth before it will save as a fillable file. But my biggest issue is using my laptop when I work remotely and I have to use it. Thanks for inquiry and the survey to give me the opportunity to voice a concern.
2023-07-18
Bravo!
I was just on the phone and wrote back to congratulate the customer service rep on my call. I was very nervous about making sure my document was sent properly because a 5 year deal is riding on it. She helped calm me and understand things were handled properly. Bravo!
2022-10-07
A perfect user-friendly PDF Editor
`*I usually don't look forward to doing PDF editing as it is usually a nightmare. Nothing lines up, missing a feature you need, doesn't save correctly, or you can't send it, etc.
This is the first PDF editor that I actually have fun with, super user-friendly, fast learning curve, yet looks professional, is feature rich [in fact it has features the others don't have], and no problems saving and sending or later editing it again down the road. I am just ending a one month free trial offer and will gladly renew it as my permanent PDF editor.
2021-10-28
What do you like best?
The site is very easy to use. The layout and design make it very simple to choose the best option for formatting documents. Choices for template or regular document helps to organize which docs you need to reuse. Even if you are not experienced, the options to choose from are so clear, you cannot make a mistake....and if you do, you can fix it very simply.
What do you dislike?
For me and my business purposes there is nothing wrong with this site. It is perfect and has made my business practice so much easier.
Recommendations to others considering the product:
Best program for editing documents, reduces additional work time creating new doc, great advantage with template option. If you are considering a program that will effectively improve your ability to create, organize, and edit important documents pdFiller is the best choice!
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I am in the field of Special Education as an administrator. This year with COVID-19, the difficulty of having documents signed, changing information and moving paperwork quickly has been a real challenge. With pdFiller, I have been able to address any paperwork issue that arises in an instant and then get documents back out for a new signature, or an update of information. This has saved me this year and helped me to meet all major and important timelines.
2021-07-23
PDF filler made it so easy to do the…
PDF filler made it so easy to do the things i had to do. I had no experience with doing pdf filies. But know there very easiy. Thank you.
2021-03-15
What do you like best?
It is very easy to use & the PDF stay in the system in case you want to go back to it.
What do you dislike?
I have no dislikes. It saves me so much time
What problems are you solving with the product? What benefits have you realized?
I can very easily upload any PDF & undate it or make any change i need to make or just add some information to it.
2020-08-06
Plan Footnote Contract Feature
The Plan Footnote Contract feature simplifies the management of contracts for your business. With this tool, you ensure that every detail matters, allowing you to maintain a solid grasp on your agreements while improving your workflow.
Key Features of Plan Footnote Contract
Streamlined contract creation process
Customizable footnotes for clear information
Easy collaboration with team members
Organized storage for quick access
Automated reminders for contract renewals
Potential Use Cases and Benefits
Perfect for legal teams that handle multiple contracts
Useful for project managers needing clarity on agreements
Supports businesses in maintaining compliance and avoiding legal risks
Aids in tracking contract milestones and important dates
Enhances communication among stakeholders
By adopting the Plan Footnote Contract feature, you can solve the headaches associated with contract management. It reduces confusion, improves accountability, and saves you time. With clearer contracts and organized information, you can focus on what really matters—growing your business.
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Are pooled separate accounts Level 1 or Level 2?
These securities are classified as Level 2. Investments in mutual funds generally may be redeemed daily. Pooled Separate Accounts (PSA): Valued daily based on the market value of the underlying net assets in each separate account.
Are mutual funds Level 1 or 2?
Level 1 based on quoted market prices for identical assets/liabilities, which means you can go to a public exchange and value the asset or liability. Examples of level 1 investments would include publicly traded mutual funds and common stock. Level 2 based on other observable inputs (not quoted in the market).
Are Government Bonds Level 1 or 2?
Level 1 assets, such as stocks and bonds, are the easiest, while Level 3 assets can only be valued based on internal models or “guesstimates” and have no observable market prices. ... Level 2 assets are commonly held by private equity firms, insurance companies, and other financial institutions that have investment arms.
Is a warrant Level 1 or 2?
Level 1 primarily consists of listed financial instruments whose value is based on quoted market prices, such as listed equities, equity options and warrants, and preferred stock. ... Level 2 includes those financial instruments that are valued using multiple valuation techniques, primarily market and income approaches.
What are Level 1 securities?
Level 1 assets include listed stocks, bonds, funds or any assets that have a regular mark to market mechanism for setting a fair market value. These assets are considered to have a readily observable, transparent prices and therefore a reliable, fair market value.
Are US Treasuries Level 1?
Some assets and liabilities that were generally disclosed as Level 1 include treasury bills, G7 government securities, actively traded corporate debt and equity securities, and exchange-traded derivative assets and liabilities.
What is a pooled separate account?
401(k) Plans held with an insurance company often offer an investment vehicle called a Separate Account or Pooled Separate Account. These accounts offer options from multiple providers into one managed account. ... The accounts are called separate as they are segregated from the general funds of the insurance company.
How are pooled separate accounts valued?
Pooled Separate Accounts (PSA): Valued daily based on the market value of the underlying net assets in each separate account. The majority of the underlying net assets have observable Level 1 and/or 2 quoted pricing inputs which are used to determine the unit value of the PSA which is not publicly quoted.
What is a pooled account?
Pooled accounts place your assets into sub-accounts accumulated among other investors and managed jointly by a sponsor -- that is, a group of investors invests as a unit. The proceeds accumulated from various investors labeled as sub-accounts may be invested in higher-return financial instruments.
What is included in an insurer's separate account?
A separate account is a segregated accounting and reporting account held by an insurance company not in, but rather “separate” from its general account. A separate account allows an investor to choose an investment category according to his individual risk tolerance, and desire for performance.
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