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originally i was dissatisfied with paying $20 to learn how to use the system and still did not get any benefit. Then customer service reached out to me to provide assistance and work on a solution. I am still learning how to effectively use it but am happy for their willingness to help.
2017-10-05
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The site is intuitive and everything is organized in a no fuss manner. Scanning in documents and making changes is easy.
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The printing of documents can be tricky sometimes. Most of the time I save as a PDF and open with Adobe.
Recommendations to others considering the product:
Have the basic Adobe software as well. It makes printing documents, in the proper size, much easier.
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We have many documents that have to be changed constantly. Tax Exemption Forms, Charts and Invoices. This makes it very easy.
The site is intuitive and everything is organized in a no fuss manner. Scanning in documents and making changes is easy.
What do you dislike?
The printing of documents can be tricky sometimes. Most of the time I save as a PDF and open with Adobe.
Recommendations to others considering the product:
Have the basic Adobe software as well. It makes printing documents, in the proper size, much easier.
What problems are you solving with the product? What benefits have you realized?
We have many documents that have to be changed constantly. Tax Exemption Forms, Charts and Invoices. This makes it very easy.
2019-05-28
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2023-03-16
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I couldn't find what I was looking for on the CRA site and this popped up in my search. I have used it before for Real Estate forms. I didn't know I could use it for CRA forms too.
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2022-11-25
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2021-06-01
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Highly recommended! This is the best program I've seen for converting to PDF. It's easy to use and does everything I need plus much more. The price is great too. Thanks for making conversion easier and user friendly!
2020-05-07
Update Promissory Note Feature
The Update Promissory Note feature simplifies the management of your financial agreements. Whether you need to adjust terms, update amounts, or clarify dates, this tool offers a straightforward solution. You gain full control over your promissory notes effortlessly.
Key Features
Easily update terms and conditions of existing notes
Modify payment schedules in real time
Track changes with a clear version history
Generate updated documents with one click
User-friendly interface designed for quick navigation
Potential Use Cases and Benefits
Ideal for businesses managing multiple loans
Helpful for individuals renegotiating personal loans
Assists financial institutions in maintaining accurate records
Supports legal compliance by keeping documents current
Reduces the risk of errors and misunderstandings
This feature addresses the problem of managing outdated or incorrect promissory notes. By allowing you to update agreements quickly, it helps prevent disputes and fosters trust between parties. You no longer need to worry about keeping track of changes manually, as this tool does it for you. Experience seamless updates and peace of mind when managing your financial agreements.
#1 usability according to G2
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