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2014-06-19
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2017-10-04
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How easy the software is to use and its ability to connect with other apps/software
What do you dislike?
I fell like it takes a lot of clicks to get things done. Some pages are also slow to load.
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Automation. We used it along with Zapier and 123Forms to create a prefilled document from a filled form.
2019-01-28
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Many of my clients are throughout the country, so the ease of securely transmitting documents while maintaining HIPAA compliance is the best problem solved. I recently discovered the ability to have documents faxed digitally through the services and it’s cut down on my physical paperwork.
PDFFILLER has been one of the best platforms I’ve used in client document transmission. The price is unmatched for the services available and the HIPAA compliance seals the deal.
What do you dislike?
The only downside is how long some forms such as registration can take to complete when adding in the initial fillable fields.
What problems are you solving with the product? What benefits have you realized?
Many of my clients are throughout the country, so the ease of securely transmitting documents while maintaining HIPAA compliance is the best problem solved. I recently discovered the ability to have documents faxed digitally through the services and it’s cut down on my physical paperwork.
2019-06-08
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2020-03-24
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2021-04-25
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2021-01-19
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2020-11-16
Must have
I don't have anything to do. The application is clear. I'm a french user, but's is okay for me. I hope i've explain my self well. I recommands this application.
2020-10-14
Save to Cloud Revocable Living Trust Feature
The Save to Cloud Revocable Living Trust feature empowers you to manage your estate planning efficiently. With this tool, you can easily create and store your living trust documents securely in the cloud. Whether you are just starting your estate planning or need to update existing documents, this feature simplifies the process.
Key Features
Secure cloud storage for important documents
Easy access from any device with internet
User-friendly interface for creating and editing trusts
Safe sharing options with trusted advisors or family members
Regular updates to ensure compliance with current laws
Potential Use Cases and Benefits
Create a revocable living trust to manage your assets seamlessly
Update your trust as your circumstances change, such as marriage or having children
Establish a plan for asset distribution according to your wishes
Provide your family peace of mind by clearly outlining your estate plan
Avoid the lengthy probate process by having a well-drafted trust
This feature addresses your concerns by providing a straightforward approach to estate planning. By keeping your living trust documents in the cloud, you eliminate the risk of loss, ensuring your wishes are always accessible. You gain control over your estate, knowing that your plans are secure and easily updated as needed.
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