Shade Phone in the Split Dollar Agreement with ease For Free
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It think it can be very useful once I get the hang of it. Disappointed that for a yearly subscription of $72.00 you don't get access to the erase feature. This feature is even free online. Do consider and include it.
2016-10-15
I love PDF filler overall. It is a little cumbersome for my purposes because I'm printing out documents for patients while they are seated in front of me. The pages take time to load. Maybe that is my computer. I have to click several times to get to the final print link. But, I like the ease of editing documents.
2017-05-18
So far, so good, I signed up for a subscription to do the 1099 forms, for my sons company. I will be filling them with the IRS thru this service also, so I will see how that goes.
2018-01-22
Customer service is A1!
Wow! Customer service is A1!I needed to fill out some forms for an outfit, a one-time thing, and signed up for the trial month.Later in the month I tried to cancel the trial period before my credit card was charged the $20, but I forgot which email account I'd used to sign up, so I was unable to log in to my PDFfiller account.Today, when I received the email saying my credit card was charged the $20, I was able to contact PDFfiller since I now knew which account I'd used. I contacted them via "Contact Support" in their website and explained my situation. OMG! When it said I should receive an email in 20 minutes or less, I was thinking, "Yeah, right!" but it was literally only minutes before I received an email saying they would be glad to cancel the subscription and refund my money.If I ever need this type of service on a more regular basis, I will definitely be signing up with this company!
2020-04-13
What an awesome product. We use accord forms so often in this office that it is nice to have help!
We like that most accord forms we use are already available from the site, but more so than that, the fact that we can upload our own documents as well. When you have to generate 150 certificates for one client, all different, this program makes that process seamless. The site runs very well, have not had to deal with freezing issues or losing extensive work because it didn't save, the site always saves my work for me. We just couldn't be more happy with the service.
There is not a lot that we do not like about the program, but one thing sticks out for sure. If one of my agents is logged on to the site and another agent logs in, the first agent will usually be kicked off. This was not really even an issue since the system always saved the agents work, and all of my agents will announce now that they are logging in.
2017-11-17
I had such a great customer support…
I had such a great customer support experience today with Marie, she helped me resolve my issue quickly and with clear instructions. I truly appreciate her knowledge skills and efficiency
2024-11-08
Much easier to use than Adobe and hours…
Much easier to use than Adobe and hours of frustration. I tried pdfFiller for my business and within a few minutes .had a PDF fillable PDF created.
2023-09-15
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I subscribed to pdfFiller because a vendor sent me a pdfFiller form document that I needed to print. I canceled within the 30 day free trial period before my company card was charged. The cancelation was easy and the PDFfiller customer support desk was very responsive and professional in explaining a small temporary charge to my card. I likely will end up a customer.
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You are making this review process too tedious. I cannot type a novel. It seems like a very professional, well-run company and good product.
2022-11-17
It's user friendly and I'm figuring it out as I go... just a bit of support with downloading to my google drive and figuring out why/when to use the link would be great.
2021-05-20
Shade Phone Split Dollar Agreement Feature
The Shade Phone Split Dollar Agreement feature offers a straightforward approach to financial management. This tool allows users to easily navigate the complexities of split dollar arrangements, making it easier than ever to collaborate with others on financial responsibilities.
Key Features
Simple setup process that requires no extensive financial knowledge
Intuitive interface for managing agreements and payment distributions
Real-time tracking of contributions and allocations
Secure document storage for easy access and reference
Customizable settings to meet individual or organizational needs
Potential Use Cases and Benefits
Ideal for businesses sharing costs for employee benefits or insurance arrangements
Useful for families managing shared expenses or investments
Helpful for partnerships looking to delineate financial responsibilities clearly
A resource for financial advisors aiding clients in complex financial structures
With the Shade Phone Split Dollar Agreement feature, you can simplify your financial agreements. This tool addresses common challenges like confusion over responsibilities and difficulties in tracking payments. By centralizing your agreements in one easy-to-use platform, you can focus on your financial goals, while Shade Phone takes care of the details.
#1 usability according to G2
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