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Just started using it today and found that it's a capable software. Tends to be slow sometime but that's maybe because of the internet connection. Overall it's good.
2017-08-22
It was a little tough figuring it out at first, but it seems to be doing exactly what I want it to do. In the sending and returning process, I think it could be done with perhaps fewer steps
2018-09-26
What do you like best?
Program is very intuitive and easy to use. I spend less than 10 mins to recreate a document for Customers and it makes a world of difference.
What do you dislike?
I don't think I have any dislike...or at least none that I've come across too.
Recommendations to others considering the product:
It's a must have program...so easy to use and it does it all. Plus an extra bonus is that it's less in cost then the highest competitor. WIN, WIN!
What problems are you solving with the product? What benefits have you realized?
I edit our invoices & receipts. I'm able to provide progress invoices that our system doesn't do. This helps our Customers tremendously to understand paperwork.
Program is very intuitive and easy to use. I spend less than 10 mins to recreate a document for Customers and it makes a world of difference.
What do you dislike?
I don't think I have any dislike...or at least none that I've come across too.
Recommendations to others considering the product:
It's a must have program...so easy to use and it does it all. Plus an extra bonus is that it's less in cost then the highest competitor. WIN, WIN!
What problems are you solving with the product? What benefits have you realized?
I edit our invoices & receipts. I'm able to provide progress invoices that our system doesn't do. This helps our Customers tremendously to understand paperwork.
2019-11-12
Easy to use
Easy to use. Only one downside - can't bring in any other types of fonts. That would be helpful. Other than that it's good for my needs.
2020-01-14
Excellent
Saves me from taking up so much of my memory on the office computers. Easy access and you can edit your documents anytime.
It is very handy and you can save your work plus be able to edit your documents at a later time....
need to be able to tab from filler boxes and be able to automatically type in the boxes without having to add text boxes
2017-11-18
Good product for the money
this product is well priced which is great for a startup business. The accessibility of acord forms is a big plus. I do wish it had a few more features that would make it even better - like the ability to attach an email without having to save in pdf and upload - and having a task option for future projects would be so great.
Ability to create and save documents required by insurance industry is a plus. I like being able to access the program from anywhere and being able to upload documents for client files.
Does not have ability to do sub folders and wish there were a section for each client for notes for tracking of conversations. Also wish there were a calendar where you could add tasks with reminders.
2017-11-14
This was my first experience with completing a 1099-NEC. It took me a while to figure out what to do. I really enjoyed it. I hope I haven't duplicated
2024-05-23
I had a very complicated question pertaining to a credit card charge, (I didn't know which account within our company had incurred the charge, and therefore, couldn't track down a receipt) **** helped me reverse engineer the charge to find out where it came from. My company provides Customer Support for the Video Gaming industry, so I know the value of a positive CS experience. Way to Go, ****!
2022-01-25
I absolutely LOVE this!!!!!
I absolutely LOVE this stuff!!!! everything about it!!! i just wish it were free or cheaper but i'll be honest....its worth every penny
2020-07-15
Direct Deposit Authorization PDF Feature by Finish Trademark
The Direct Deposit Authorization PDF feature from Finish Trademark simplifies your payroll process. This tool enables businesses to streamline their payment methods, enhancing the overall efficiency of transactions.
Key Features
Easy-to-use PDF template for direct deposit setup
Secure data capture for employee banking information
Quick integration with existing payroll systems
Customizable fields for specific business needs
Instant notification for authorization updates
Potential Use Cases and Benefits
Perfect for small to medium-sized businesses looking to automate payroll
Ideal for organizations with remote employees needing secure payment methods
Useful for HR departments aiming to reduce paperwork and errors
Supports financial planning by enabling timely and accurate deposits
Facilitates faster employee onboarding with seamless payment setups
The Direct Deposit Authorization PDF feature addresses common payment challenges. It removes the hassle of paper checks and manual entries, ensuring that your employees receive their payments securely and on time. By adopting this feature, you empower your workforce and enhance your business’s operational efficiency.
#1 usability according to G2
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