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The UI is outstanding and very effortless. Very impressed.
My only issue was with advanced features. Would have liked to know ahead of time that they were additional fee. Everything looks included and don't like being told something cost money after the fact. Second, when telling me I had to upgrade to get additional feature, it should show the difference between what I am paying verses the new amount. I was on personal plan ($6) but to get the features I needed it was ($10). It said it was $10 for advanced plan but I didn't know if that meant $10 MORE than I was already paying. I had to open site in incognito mode, look at plans to figure it out... not fun.
Lastly, I was trying to send 2 separate PDFs as one doc. It took me a while to figure out where Merge was. I didn't understand why all the options under Actions were greyed out. That was very frustrating and should be improved.
I did not like the fact that when you decided to make it a service that charges you money, there was no warning. It forced you to pay if you wanted to keep your documents. I'm past that now and I am really ENJOYING it now that I am a paying customer.
easy software to use and afords most of the functions that I need
the ease of use and the price, availability of pdf acord forms on line, and ability to revise forms with the pdf fromat
does not have some of the functions that would make it even more useful to an insurance agent, i.e. the ability to attach emails and the ability to document conversations for reference and use of other team members
It is easy to use and upload your own forms as well. I like all the options for changing colors and sizes of the text and O/X . My only complaint is that the box that appears when you place anything kinda stays in your way when you are working.
pdfFiller has wonderful support. You can email them or use a chat feature. From the chat feature, I was able to do a remote session through zoom to get my issues resolved quickly. Through email they always respond within 20 minutes. Great customer service!
Some frustration with the search option. I was searching for W-2 for 2020. Could not find, so chatted. I'd solved my problem by the time the chat person responded. Today I was looking for a fillable PPP Loan Forgiveness form. It may be there, but the search said no results.
Amazing software!
Amazing software!
I was trying to process W-2's through another accounting program and it was a nightmare.
My boss told me about pdfFiller and I love it!!
I really appreciate how streamlined and…
I really appreciate how streamlined and easy it is to fill out tax docs! Makes it so much more hassle free. My only issue is that it's a 100% free service, as I wish this was something the IRS did a long time ago.
I will be back!
I used PDFfiller to sign severance paperwork. I took the free trial and then THOUGHT I canceled it right away. When the charge came through, I was ready for a fight...but that didn't happen. Kirsten at PDFfiller's live chat was lovely and helpful. She even apologized for the mistake I most likely made. Then she asked if I was sure I wanted to cancel (a trained question). When I said that I didn't need the service, she didn't push and she processed the cancellation and refund right away. If/when I DO need a pdf filling service again, I will use them!