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I am only done with one of two multi paged forms.I was very thankful to be able to fill out some very long forms with a computer rather than free hand.
Diane F
I am new and will attend the webinar soon . I think I need it to understand getting around. Your Service people have been very helpful and patient with me thus far. Thanks
Richard W
An easy method of filling out and sending documents. Problem with sending document due to 'Bugs' in the system It took three tries to send off a document and I still do not have a confirmation that it was send nor d I have a date in which the document would be received. The concept is good as I can go to the website and complete a document and send it off. Still some bugs
Roger L
The program is very user friendly. Would like the opportunity to test more documents before sending to clients, so I can see what they are seeing when they receive notification to sign.
Lisa
So far so good. Just starting to use the software. Would like to avoid further surveys in the future. Inasmuch as this is a paid service, I would prefer to work without interruption.
Leslie
I love that I am able to correct and hold prior to sending out my file for signature. I wish I could however have a authorization statement from the Calyx Point file to use more of there forms.
barbara w
100% felt Heard and understood I started off panicking about why I requested assistance ... but the agent assigned to me was beyond patient and kind. Her calm brought me to a place of comfort and she helped me to resolve my issue in a very timely manner. Thank you, Marie!!!
Sophia Neill
What do you like best? I love that I can fax items as well as the W-2/1099 features that are integrated into the IRS system! It makes my roles as a small business owner much easier with these tools. What do you dislike? I wish more features, such as sending documents for signatures, were added. Even just 1-2 documents a month would be helpful for my small business. A fax number included would also be helpful. I have been able to get a fax number for virtual faxing for much cheaper elsewhere. It would be nice to have an all in one for less than $25 a month or so. Recommendations to others considering the product: Great way to keep costs low while still running with the bigger companies and their larger budgets. From creating my own documents to faxing things for clients- great investment for virtual tools in your business! What problems are you solving with the product? What benefits have you realized? The IRS integration have helped me navigate some of the tax paperwork I need to do for my employees. The fax feature is super helpful for getting paperwork out for our clients.
Amy Heger
I've been very happy with this product! It has helped me tremendously file insurance claims and do work since my husband has been in the hospital since 5/30/20. I did the free trial but will be purchasing it for the year.
Celia (Sally) Z
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