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So far, so good. I don't like that it seems to lose its connection frequently and I have lost data a time or two but that may be a function of where/what I work on. Otherwise, fair deal for the price.
2018-10-10
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2020-01-28
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2020-02-04
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2018-08-13
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2021-10-21
Super easy to learn and use. Would love to learn how to create templates for budget, expenses etc. I used pdfFiller to change bank statements from pdf to csv . Thank you
2021-08-15
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Would be great if it could integrate with your pdf documents without having to go to the website. maybe a feature where you can join or delete parts of the pdf without having to upload it to the website every time.
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All my PDF needs are being filled by the software
2021-07-29
I made the mistake of subscribing to a year subscription with annual price due at sign on. I only wanted to test the site and see if it was right for me. I noticed within a few hours what I had done when I checked my banking account. I got online with their live chat support. I talked to someone named *** and within 5 minutes, *** had fixed my account to only a month subscription, refunded me all my money minus the monthly subscription. My mistake, *** fixed immediately and was so nice and helpful. ***** customer support!
2021-01-17
It is difficult to find the exact years…
It is difficult to find the exact years form. For instance, I searched for 2019 1040 SE and I got a lot of 2014 forms. I had to over search for the correct form.
2020-11-20
Extricate Financial Affidavit Feature
The Extricate Financial Affidavit feature streamlines the process of gathering and presenting your financial information with ease and efficiency. With this tool, you can handle your financial disclosure confidently, making sure everything is presented clearly and accurately.
Key Features
User-friendly interface for easy navigation
Customizable templates to suit various needs
Automatic data population from connected accounts
Secure storage and sharing options for sensitive information
Real-time updates to ensure accuracy and compliance
Potential Use Cases and Benefits
Individuals filing for divorce or custody arrangements, needing to provide financial details
Business owners applying for loans that require financial disclosures
Real estate transactions where buyers need to verify financial status
Accountants and financial advisors preparing client affidavits quickly and accurately
By using the Extricate Financial Affidavit feature, you can simplify complex financial tasks, reduce mistakes, and save valuable time. This tool helps you avoid the stress of paperwork by providing a structured approach to your financial declarations. With everything organized and easily accessible, you can focus more on what matters most to you.
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