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Easy-to-use program once you fiddle with it awhile. Would like ability to edit text also (portions that are inapplicable rather than striking through).
2014-07-26
The program is very user friendly. Would like the opportunity to test more documents before sending to clients, so I can see what they are seeing when they receive notification to sign.
2017-06-20
Easy, and very convenient.
Saves me lots of time.
It's fast and easy, navigation of the site is easy, uploading and editing a document is easy, the SendToSign option is phenomenal!
As of right now I have not really come across any thing that I dislike. The site is pretty self explanatory.
2017-11-14
Great, this time so far. I used the program a little over a week ago but my documents were messed up because I was not told I had to pay first in order to save or print the document. I had to create it all again. It was the same one as this now, 821 ssa form. It took me hours to get as far as I had.
2023-03-07
First time I have had to do the 1023ez on line, so was not confident. I did need help and ya'll certainly gave me the help I needed. I really appreciate your help and the quick responses.
2023-02-01
Thank you, I am grateful!!!
This is such an amazing site / application. I have recently relocated to Puerto Rico from Philadelphia and I cannot be more appreciative in how much of a difference it has made upon me stumbling across this site.
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2021-11-12
Excellent customer service -- quick response time and great problem-solving ability. I found the PDFFiller app itself to be a little cumbersome to use. I'd hoped it would allow me to do what ***** does but for less money, but it was more like *********
2020-08-25
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
I have used it several times and it works great!
I like the eSign feature that allows me to create important documents and sned them via email to get signed.
2020-05-07
Save to Cloud Retirement Letter Feature
The Save to Cloud Retirement Letter feature offers an effortless way to manage your retirement documentation. By saving your letters in the cloud, you gain access to your important information at any time and from anywhere.
Key Features
Store retirement letters securely in the cloud
Access documents anytime, from any device
Easily share documents with family or advisors
Organize documents with simple categorization
Receive automatic backups to prevent loss
Potential Use Cases and Benefits
Safeguard your retirement plans and information
Prepare for discussions with financial advisors
Share important documents with family members
Keep track of milestones in your retirement journey
Simplify document management for easy retrieval
This feature solves the problem of document mismanagement. By storing your retirement letters in the cloud, you eliminate the risk of misplacing important papers. You can focus on planning your future without worrying about lost or damaged documents.
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