Remove Title in the Retirement Plan with ease For Free
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Unfortunately I paid for PDFescape before I found you. I subscribed to the Ultimate - it was very user unfriendly with absolutely no online tutorials or help - and I am no novice, I have designed and published several of my own websites. I really think yours is great and have had real a good experience working with setting up my contracts with it. Thanks! Sam
2017-05-16
My wife had some US Government forms that needed to be filled out and returned. Because of her medical condition, she couldn't fill them out longhand, and she asked me if there was a way she could type and fill them in. We couldn't find access to a typewriter (WHAT'S THAT???), but I searched on Google and found information about your app. I had worked with some PC-based forms applications before, so I knew what type of function I was looking for. I scanned the forms into a PDF, and PDFfiller opened the files and allowed me to create editable fields on the forms which she then filled using your browser-based app. It got the job done! There were a couple times where she thought she had lost everything, but because of the automatic save function, nothing was lost. Unfortunately, I don't have any other immediate need for this, but I certainly hope you use this for promoting your product. I would have given it 5 stars had there been an apparent way of copying all the fields I added to one page and paste them onto identical subsequent pages in my document (you know the Government--lots of duplicate type information!). I had to create the same fields over about 8 or 9 identical pages on one of the forms. If I find I do have more use for this app in the near future, I will purchase it!
2019-02-19
What do you like best?
I like that I can fill in forms for all of my taxes, and they are saved permanently for future reference.
What do you dislike?
It is difficult to find a form that I need. I have to do a general google search, then click on the link, and fill in the form, then log into my pdf filler account. Wish it were easier to find specific forms.
Recommendations to others considering the product:
It's an excellent product for filling in forms, and creating documents.
What problems are you solving with the product? What benefits have you realized?
taxes. It has been helpful for me for the quarter and yearly tax forms I need to fill out (941, 940, W2's, W3's and 1099's).
I like that I can fill in forms for all of my taxes, and they are saved permanently for future reference.
What do you dislike?
It is difficult to find a form that I need. I have to do a general google search, then click on the link, and fill in the form, then log into my pdf filler account. Wish it were easier to find specific forms.
Recommendations to others considering the product:
It's an excellent product for filling in forms, and creating documents.
What problems are you solving with the product? What benefits have you realized?
taxes. It has been helpful for me for the quarter and yearly tax forms I need to fill out (941, 940, W2's, W3's and 1099's).
2019-01-28
What do you like best?
Simple to fill out and easy to understand for the most part
What do you dislike?
I was unable to prefill a document and use it for several people by saving each name as a different document.
Recommendations to others considering the product:
Please make saving multiple documend easier
What problems are you solving with the product? What benefits have you realized?
PDFfiller is a must have for our business
Simple to fill out and easy to understand for the most part
What do you dislike?
I was unable to prefill a document and use it for several people by saving each name as a different document.
Recommendations to others considering the product:
Please make saving multiple documend easier
What problems are you solving with the product? What benefits have you realized?
PDFfiller is a must have for our business
2019-02-25
AWESOME program but too expensive
AWESOME program, but the monthly cost is WAY too high. Should charge customers a more affordable price of $10/month. And stop trying to force us to pay for a whole year up front -- what if I don't need it for an entire year? Fantastic features, easy to learn, a pleasure to use. Just TOO EXPENSIVE.
2020-01-28
pdfFiller has wonderful support. You can email them or use a chat feature. From the chat feature, I was able to do a remote session through zoom to get my issues resolved quickly. Through email they always respond within 20 minutes. Great customer service!
2022-05-26
I hope I can navigate this app
I hope I can navigate this app, but it's what I've been looking for. I can't write because of a medical problem, and this is perfect!Shirley
2021-04-16
Nice service
Nice service, but would like a little more friendly option to save to computer without having to go through all the extra verification security steps.
2020-11-02
What do you like best?
I like that I can edit text and pdfFiller will try and match the font closely, and I also find the Erase function very valuable. The entire tool is easy to use and makes my life much easier.
What do you dislike?
I have not found any downsides to using pdfFiller :)
What problems are you solving with the product? What benefits have you realized?
I use pdfFiller to easily edit resumes in PDF format. It saves me tons of time, because I don't have to request .DOC versions or try to painfully convert PDFs into an easier to deal with format.
2020-08-26
Remove Title Feature in Retirement Plan
The Remove Title feature in your Retirement Plan allows you to streamline your accounts and simplify your financial management. By removing outdated or unnecessary titles, you can focus on what matters most—your future.
Key Features
Easily remove old titles from your Retirement Plan
Maintain a clean and organized account structure
User-friendly interface for quick adjustments
Seamless integration with your existing financial tools
Potential Use Cases and Benefits
Simplify your retirement planning by eliminating clutter
Enhance visibility into your financial goals
Improve decision-making with an organized account view
Save time when managing your retirement assets
This feature can help you by addressing the confusion that often comes with managing multiple titles in your financial plan. By removing unnecessary titles, you can gain a clearer understanding of your investments and make more informed choices about your retirement savings.
#1 usability according to G2
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