While emphasizing client communication and outreach, Minkoff and NYOBC were faced with a problem: clients weren’t able to fill in electronic “income tax organizers” effectively.
Before PDFfiller, Minkoff was forced to use electronic forms that he had created in a desktop PDF editor, “sending my clients a fillable PDF created in a desktop PDF editor” that was tedious, cumbersome and far less than adequate.
“The problem is these fillable PDFs, from the desktop PDF editor, were not able to be saved with the filled in information intact, thereby not allowing my clients to fill out these forms in multiple sessions,” Minkoff said.
PDFfiller offers accounting firms a number of benefits for internal use: the same electronic form completion Minkoff uses for his clients, a huge library of fillable tax documents, document editing tools, and even powerful features like SendToSign, which enables users to send documents to others for signature.
Minkoff uses it primarily for making it easy for his clients to “edit and complete PDFs online.” Now, with PDFfiller, “PDFs can be completed in multiple sessions,” said Minkoff, and it’s easy for users to “save all data entered and return later to complete the forms.”
“When I needed to consult the customer service team, they were knowledgeable enough to solve any problem I was having.”