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I was able to locate and complete 10 years worth of 1099-R's online quite easily. They looked very nice and the process was much better than trying to hand type them on a typewriter! Saving the forms in multiple formats will also come in handy in the future.
2016-04-15
I like the fact I can do this online. But, being new, it's complicated finding my way around. I cannot figure out why the font changes size when completing column J - both lines.
2017-11-01
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I love that I can use it on my phone via app and on my desktop laptop. I love how quickly I can signed my documents and also send via email and no when the receiptant downloaded my document. I also like I can faxes as well.
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There was a time I need to edit a document and was not able to do so and the customer service was no very helpful.
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One thing is able to save on paper!!!
I love that I can use it on my phone via app and on my desktop laptop. I love how quickly I can signed my documents and also send via email and no when the receiptant downloaded my document. I also like I can faxes as well.
What do you dislike?
There was a time I need to edit a document and was not able to do so and the customer service was no very helpful.
What problems are you solving with the product? What benefits have you realized?
One thing is able to save on paper!!!
2018-12-31
Good less expensive alternative to some of the competition
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2025-03-14
Embed Table in XLS Feature
The Embed Table in XLS feature streamlines the way you manage data within your spreadsheets. By integrating tables directly into your Excel files, you gain a seamless experience that enhances productivity.
Key Features
Simple integration of tables into existing XLS files
Real-time data updates that maintain accuracy
User-friendly interface that supports efficiency
Compatibility with various Excel versions
Easy access to data for informed decision-making
Potential Use Cases and Benefits
Organizing financial reports with dynamic tables
Creating project dashboards that reflect real-time data
Simplifying data sharing among teams
Streamlining presentations with embedded, up-to-date tables
Enhancing data visualization for better insights
This feature addresses common problems like data inconsistencies and tedious manual updates. By embedding tables directly within your XLS files, you ensure that all users access the same reliable data. Consequently, collaboration becomes more straightforward, fostering a more productive work environment.
Video Review on How to Embed Table in Xls
#1 usability according to G2
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