How to create a PDF with pdfFiller
Document creation is just the beginning
Manage documents in one place
Store all your contracts, forms, and templates in a single place with pdfFiller. Access and edit your files securely from anywhere in the cloud.
Sign and request signatures
Add your signature or send documents directly from the editor. pdfFiller makes it easy to prepare, sign, and send documents in one go—no extra steps or switching tools.
Maintain security and compliance
From data encryption to signer authentication, pdfFiller helps protect your data and comply with industry-leading security regulations, including HIPAA, SOC 2 Type II, PCI DSS, and others.
pdfFiller scores top ratings on review platforms
It was the only source I could find to obtain 2014 Form 990 forms. The IRS site shows 2014 forms tabs but they are for 2015 which is the wrong form. I could not find the supplemental forms I needed by searching the website so I gave up and contacted customer support on your chat line. The rep was very polite and sought out all the supplemental forms I needed to finish the job. That's a real plus but I should have been able to find the forms on the website.
I love this PDF editor. Two questions: 1. Do you have an off-line version? 2. Do you have a function to edit existing text instead of erasing the text?
It can be great, but it's a little buggy at times. The signature feature often crashes the signer's device, whether mobile or desktop, and the API integration with Zapier is very finicky as well.
Outstanding customer service, communication and efficiency!! I highly recommend. They are one of the best, if the THE best company I've ever dealt with!
Subscription Help Review
I needed some assistance with my subscription and Kara was wonderful at understanding my needs and offering a suitable solution!
What do you like best?
Being able to create templates of commonly used forms for client completion. Also being able to access legal forms (IRS, etc.) to complete through the system for commonly used forms for our Small Business Solutions. The notifications via email and the ability to save the completed forms to Google Drive for easy access. Being about to have a link to send to clients for specific forms based on their needs is extremely helpful. Being able to take the links and post on our website for easy accessibility for our clients. I love that we can embed the links throughout all of our communications for ease of use for client interaction.
What do you dislike?
Not being able to locate the signed documents in a central location, but rather having to access from the notifications for each document. The navigation of the system is systems challenging to locate documents that had been completed through Link to Fill process. I also do not like that we cannot edit information on the PDF, unless this is a service we are currently not utilizing with our subscription. I have to go into another program, such as Word or another PDF Editor software to make updates an then reupload the form to PDF Filler. The ability to make corrections within the PDF once uploaded would save me time and increase efficiency. The transition of the link from the published link to fill page and when posting in our practice management system requires an extra step to post into a web browser to get the full URL that works for clients to copy and paste.
Recommendations to others considering the product:
Consider how much time you spend creating forms, money you spend on postage, and storage for paper filing. If you're looking for ways to improve your workflow related to form completion for client interaction, you have to give PDF Filler a try. You will not be disappointed and will free up time to interact with more clients.
What problems are you solving with the product? What benefits have you realized?
The need to create customized forms for each client. Saves time during client communication to easily share a link via email, client portal or text message. Streamlines our processes and increases efficiency for team with access to completed documents. Great benefit for routine business operations with forms that we use daily for multiple lines of service.
Help Appreciated :)
Well, I tell you the truth. I am not an easier learning with software and subscriptions. I have a few such as fileinvite taxdome... but this PDFfiller with the customer service I have received from Dee just not, along with the two other I spoke with has been outstanding. Dee took the time I needed and is very well knowledgeable about how to navigate this system. I am super glad i was helped by Dee... Even though I am a slow learner, and I might need to chat in the future, I appreciate the time and walk through I was provided, I have not hard this customer service before.
I love the ease of PDF Filler and their customer service is awesome! Questions were answered immediately and they were professional and kind, which is rare. I absolutely recommend this service!
love pdffiler has made it my "go to" for tax forms, everything so far has worked great as far as downloads and fillable pdfs. will be purchasing in future for sure. thanks, team