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On first blush,this is a fine tool. I have a limited number of documents. So this works great. Simple. Easy to follow. Support answered some not so obvious questions quickly and easily. Well done. I have one question or suggestion..I would like to merge a couple of my documents...but don't want to pay for a full upgrade for just two or three uses. Can you offer a "yeah we'll let you do this" one off pricing for someone like me? Would be very helpful. (I will also say I tried several of the competing products...and this was far easier to use)
2017-04-20
It worked very well to get the 1099's printed for our wards. I am testing it with other things. Anxious to learn how to edit forms I had created when I had access to Adobe photo shop.
2018-02-14
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2018-10-24
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2022-09-22
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2021-10-30
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When I add other documents to an existing one (combining) it renames the document and also makes a new version. This means I sometimes have to search through all the "documents" and even open them up to find what I am looking for. It can be pretty annoying when working on a large document with 20+ pages.
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2021-10-26
Really came through for me when I was charged a subscription fee. Being a small business owner, things get hectic. I had used it for my taxes and meant to cancel it but forgot. They cancelled my subscription and refunded the fee with no questions asked. Too bad it really wasn't a good fit for my business."
2021-03-06
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2020-12-01
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2020-08-06
Copy Table in Stock Certificate Feature
The Copy Table in the Stock Certificate feature streamlines the management of your stock certificates, making it easier for you to handle your investments. This tool allows you to copy stock details quickly, ensuring accurate record-keeping and seamless transactions.
Key Features
Effortless copying of stock details
User-friendly interface
Instant updates on edited information
Secure data handling
Compatible with various stock management systems
Potential Use Cases and Benefits
Ideal for financial institutions managing multiple clients
Supports small businesses in organizing their stock records
Helps individuals track their investments with ease
Reduces errors in record-keeping
Saves time when duplicating stock information
By utilizing the Copy Table feature, you can significantly reduce the complexity of managing stock certificates. This tool addresses common challenges such as data duplication and accuracy, ultimately allowing you to focus more on your investment strategies rather than on paperwork.
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What is the future of share certificates?
From 2025, many of your paper share certificates will become meaningless, as share holdings in listed companies will only be recorded in electronic format from then on. No new share certificates for listed companies will be issued from January 2023.
When did companies stop issuing stock certificates?
Transition to electronic trading The faster speed of data-processors in the 1970's sparked the start of electronic trading. In the 1980's, the NYSE and many companies stopped the physical trading of paper certificates and instead held them all at a central depository and kept records of the trading.
Are paper share certificates being phased out?
Paper share certificates are scheduled for abolition and, although no date has been set, the government's digitisation task force is expected to deliver its final recommendations and an implementation plan this spring.
Can you still get share certificates?
If an investor doesn't have or loses their stock certificate, they are still the owner of their shares and entitled to all the rights that come with them. If an investor wants a stock certificate or if it is lost, stolen, or damaged, they can contact a company's transfer agent to receive a new one.
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