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I love this service. It makes my job as a small accounting business owner very easy to navigate with access to all necessary forms in one convenient place
2015-08-26
Extremely easy to use, easy to navigate and includes all the necessary tools to hand including signature. I highly recommend this software which is ideally suited for personal use, small business or corporate with highly competitive rates.
2016-12-23
Really good, not sure how I would be at editing large amounts of info on a PDF with the website but I could be surprised if I went through the online training.
2017-01-20
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It is a simple process to upload, fill out typed forms, e-sign, and save/print externally.
What do you dislike?
I have not been able to drag and drop from outlook '07. The additional step of saving a document locally and then uploading seems unnecessary.
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This is a very intuitive product that can one can pick up and become proficient with little training or experience.
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I have been able to keep from printing countless documents that only need a quick signature only to be scanned in again and emailed out. There is a huge time saving as well being able to cut out those middle steps.
It is a simple process to upload, fill out typed forms, e-sign, and save/print externally.
What do you dislike?
I have not been able to drag and drop from outlook '07. The additional step of saving a document locally and then uploading seems unnecessary.
Recommendations to others considering the product:
This is a very intuitive product that can one can pick up and become proficient with little training or experience.
What problems are you solving with the product? What benefits have you realized?
I have been able to keep from printing countless documents that only need a quick signature only to be scanned in again and emailed out. There is a huge time saving as well being able to cut out those middle steps.
2019-02-25
I had such hassle trying to find…
I had such hassle trying to find something to edit my work PDF timesheets, then I came across PDFfiller & it solved all my problem, so easy to use & takes a fraction of the time to fill in my timesheets & email them back to work. I would recommend this product to anyone
2019-02-19
Everything works wonderfully
Everything works wonderfully. I have not found a program that works better. My only constructive thing to add would be saving and editing. I would like to be able to save the each edit right away then the next like Bluebeam allows.
2024-05-27
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I use the pdf merge feature constantly. It's great for compiling packets, assorted documents, expense reports etc.
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It's not cheap, limited to uploading 5 docs
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Compiling meeting materials. Digital signatures.
2021-02-16
I had issues with billing and…
I had issues with billing and subscription and the team handled it with top professionalism in a short while. This team is effective.
2021-01-14
A good program (and nice people)
A good program, a bit too comprehensive for me (in some ways), and a few (to me) important features were missing.
After my trial period, I was accidentally invoiced for a full year, the support department solved that nicely.
2025-03-26
Separation Currency Settlement Feature
The Separation Currency Settlement feature simplifies and enhances the process of managing multiple currencies in financial transactions. This tool allows users to settle payments in different currencies, thus improving efficiency and transparency in handling international dealings.
Key Features
Supports multiple currencies for seamless transactions
Real-time exchange rate updates to ensure accurate settlements
User-friendly interface for easy transaction management
Automated reporting for tracking currency transactions
Integration with major financial software for streamlined operations
Potential Use Cases and Benefits
Ideal for businesses operating in global markets
Facilitates international trade by smoothing currency exchanges
Reduces risk of currency fluctuations during settlement
Enhances customer satisfaction with convenient payment options
Increases operational efficiency by automating currency management
With its robust features, the Separation Currency Settlement tool addresses the common challenges of managing multiple currencies. It eliminates the complexities of currency conversion, reduces transaction times, and ensures accuracy in financial reporting. By integrating this feature into your operations, you will feel confident in handling international transactions, ultimately driving growth and success for your business.
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How are forex trades settled?
FX Settlement. A corporate FX transaction involves a bank, on behalf of their corporate client, paying for the currency it sold at an agreed rate to another bank and receiving a different currency in return for the funds being cleared and settled in the local clearings.
How long do FX trades take to settle?
Most stocks and bonds settle within two business days after the transaction date. This two-day window is called the T+2. Government bills, bonds, and options settle the next business day. Spot foreign exchange transactions usually settle two business days after the execution date.
How long do stock trades take to settle?
For most stock trades, settlement occurs two business days after the day the order executes. Another way to remember this is through the abbreviation T+2, or trade date plus two days. For example, if you were to execute an order on Monday, it would typically settle on Wednesday.
Why do stocks take 2 days to settle?
This means an investor who buys two days before the record date will not receive the dividend. This is the day the stock goes ex-dividend. A stock purchase can settle after the ex-dividend date and the investor will still receive the dividend, as long as the trade or purchase date was before the ex-dividend date.
Why do stocks take 3 days to settle?
Clients are given 3 days to pay for the trade, or deliver securities to close short positions. Trading errors and misunderstandings are a significant part of the business. Three-day settlement allows time to make corrections.
How do FX transactions settled?
FX Settlement. A corporate FX transaction involves a bank, on behalf of their corporate client, paying for the currency it sold at an agreed rate to another bank and receiving a different currency in return for the funds being cleared and settled in the local clearings.
What is FX trade life cycle?
What is the life cycle of forex trading? Forex trade is booked in front office of a bank or on a dealer like Bloomberg etc. It of course goes through some pre-trade checks in which trade eligibility is checked. Now trade is in the hands of middle office where risk is managed for the trade.
What is meant by trade life cycle?
Introduction to the Trade Life Cycle. The trade ends with the settlement of the order placed. All the steps involved in a trade, from the point of order receipt (where relevant) and trade execution through to settlement of the trade, are commonly referred to as the 'trade lifecycle'.
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