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This is something of a category killer. I'm really glad I signed up for this service. It's great for the property rental market. The UX is a little basic and could use some help but it is functional. (Kevin Kell, UX Architect)
2017-03-19
I appreciate the ease of downloading a PDF and being able to fill it in. For me, it is worth the money, even if I don't use it very often, simply because I now have the completed form saved, and easy to edit, as needed.
2019-08-13
What do you like best?
The customer support is phenomenal. They always answer quickly and fix whatever issue i have. The actual software does it's supposed to and increases my productivity x10. There are features included to import government forms easily or you can upload your own. The templates are easy to create and to make new documents using.
What do you dislike?
The amount of options can be overwhelming. It seems like the product can do so much and would take a long time to fully understand or use. The speed of the application is actually pretty fast but its not a literal immediate load time.
Recommendations to others considering the product:
Learn to import your forms directly from their bank of existing forms. Be careful when editing fields so that you don't overwrite existing functionality. If you need help don't hesitate to do a live chat and screen share. Their chat agents will fix any issue you have. I've had them help me multiple times.
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We use it to fill out government tax forms, specifically form 1098c for our nonprofit organization. The primary benefit is a secure place to share and store all our documents that we can search and edit when we need. This software saves us an immense amount of time. It provides a method to update and edit documents in minutes with recurring pages that would otherwise take 4x times longer fill out and complete. We generally only use this form an IRS form specifically but i can see the use case for many types of companies and situations.
The customer support is phenomenal. They always answer quickly and fix whatever issue i have. The actual software does it's supposed to and increases my productivity x10. There are features included to import government forms easily or you can upload your own. The templates are easy to create and to make new documents using.
What do you dislike?
The amount of options can be overwhelming. It seems like the product can do so much and would take a long time to fully understand or use. The speed of the application is actually pretty fast but its not a literal immediate load time.
Recommendations to others considering the product:
Learn to import your forms directly from their bank of existing forms. Be careful when editing fields so that you don't overwrite existing functionality. If you need help don't hesitate to do a live chat and screen share. Their chat agents will fix any issue you have. I've had them help me multiple times.
What problems are you solving with the product? What benefits have you realized?
We use it to fill out government tax forms, specifically form 1098c for our nonprofit organization. The primary benefit is a secure place to share and store all our documents that we can search and edit when we need. This software saves us an immense amount of time. It provides a method to update and edit documents in minutes with recurring pages that would otherwise take 4x times longer fill out and complete. We generally only use this form an IRS form specifically but i can see the use case for many types of companies and situations.
2020-02-03
it was easy to to do it
it was easy to to do it. I am a pensioner and cannot keep the subscription going. Only needed it once hence opted for free trial.
Thank you
2023-07-11
could be better
I feel that adobe does a better job at converting PDFs. Although PDFfiller has a good trial period that you can use all their resources. I like that it has a notary with the plan you choose.
some documents don't fit what you search for. Conversion to PDF could be simple.
2022-12-05
Kara was great at explaining and…
Kara was great at explaining and providing me the info I needed to be successful with the platform.. She saved the day.. Thanks Kara..
2021-05-27
Works perfectly.
I like this app and after looking at several similar app. I choose this one. Its so powerful and helped me to do my task with out too much effort.
2021-02-18
ONE THING I DONT LIKE IS THE TOOL BAR…
ONE THING I DONT LIKE IS THE TOOL BAR WHEN ALINEING TEXT GET IN THE WAY OF SEEING THE ALINEMENT OF LETTERS
2021-02-10
Great customer service staff readily…
Great customer service staff readily available, they don't waste anytime contacting you or getting you the support you need. Highly recommend.
2021-02-03
Set Access to New Client Onboarding Checklist
Introducing the Set Access to New Client Onboarding Checklist feature, designed to streamline your onboarding process. This tool helps you manage new clients efficiently, ensuring nothing falls through the cracks as you welcome them into your business.
Key Features
User-friendly interface for easy navigation
Customizable checklists that fit your specific workflow
Automated reminders for each onboarding task
Real-time collaboration with team members
Progress tracking to monitor client onboarding stages
Potential Use Cases and Benefits
Onboarding new clients with a structured approach, reducing errors
Enhancing team collaboration by sharing checklists among members
Improving client satisfaction through timely updates and follow-ups
Boosting productivity by minimizing repeated tasks and confusion
Facilitating a smooth transition into your services for new clients
This feature addresses your onboarding challenges. By providing a clear and organized checklist, you can ensure all necessary steps are followed. With automated reminders and collaboration tools, you will save time, reduce errors, and enhance client experiences. Start transforming your onboarding today.
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