Ultimo aggiornamento il
Dec 30, 2025
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it is ok. little pricey. when filling in the spaces on the schedule A and O, the spaces need to be like the main 990 form (not have to place the cursor for the text
easy to use...but...make so forms can be shrunk so they aren't huge all the time when open, when they are huge and cannot be shrunk it can give you a headache...templates for forms ( or any often-used form) should stay at the top, to find them easy, instead of sinking down the list...you have to hit at least 5 buttons to print, and that is horrible...
What do you like best?
I utilize the feature for certificates of insurance. It’s very nice to have the mobile app to be able to use that when I’m on the go .
What do you dislike?
The way it saves documents or re-saves them or use as a template is very confusing . And not all of the options on the desktop version are also available on the mobile version .
What problems are you solving with the product? What benefits have you realized?
Certificates of insurance
I utilize the feature for certificates of insurance. It’s very nice to have the mobile app to be able to use that when I’m on the go .
What do you dislike?
The way it saves documents or re-saves them or use as a template is very confusing . And not all of the options on the desktop version are also available on the mobile version .
What problems are you solving with the product? What benefits have you realized?
Certificates of insurance
Nice experience
Nice experience, easy to understand my only dislike is the .45 cents fees that are deducted from your banking account during the free trial.
What do you like best?
It is easy to use across multiple platforms.
What do you dislike?
Some steps feel more complicated than they need to be, such as renaming a file.
Recommendations to others considering the product:
It is easy to access across multiple platforms.
What problems are you solving with the product? What benefits have you realized?
It allows me to sign documents quickly and get them back to whoever requests them.
I was having issues with billing as I don't remember when & which account I used for registration.
I was having issues with billing as I don't remember when I registered this account. CSE Dee was very helpful and managed to assist me accordingly. Keep up your good service. My issue is resolved now and really appreciate it. Thank you :)
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