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This app has been immensely useful. There have been times when I am not at my desk and needed to fill out some forms and this app allowed to me to do so right on my phone. This is life saving productivity.
What do you dislike?
The only thing I disliked was the many screen you need to go through to finally start using it. Other than that, the app is great.
Recommendations to others considering the product:
It is a great app. It just takes a few minutes of patience to get through the screens.
What problems are you solving with the product? What benefits have you realized?
The business problems this app solves is the ability to conduct business anywhere. You are no longer constraint to your desk or an office. This allows for travel and connectivity almost anywhere.
2018-10-29
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2019-05-29
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2017-11-20
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2022-05-07
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2021-09-14
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2020-09-29
I don't usually leave reviews...Customer service is A+
I don't usually leave reviews, but this product deserves my time.Works very well in filling PDFs. Typing, checking boxes (using the checkmark or "x" feature), filling out tables, etc. Saving and editing again works well, though it isn't entirely intuitive the first time.Customer service was absolutely awesome! I realized, after signing up for a paid subscription, that I no longer needed the service. I cancelled online (or THOUGHT I did), but I must've had a glitch. When I got billed, I called and they issued me a refund no questions asked and zero hassle.
2020-09-01
Include Table in the Deposit Agreement Feature
The Include Table in the Deposit Agreement feature simplifies the way you organize and present data in your deposit agreements. By integrating tables directly into your agreements, you can enhance clarity and improve communication with clients. This feature makes it easier for you to manage and reference important information.
Key Features
Incorporate tables seamlessly within deposit agreements
Customize table formats to suit your needs
Enhance readability for clients and stakeholders
Easily update and modify table contents as necessary
Support for multiple currencies and data types
Potential Use Cases and Benefits
Provide clear breakdowns of deposit amounts and terms
Outline fee structures in an easy-to-understand format
Summarize important dates, such as deposit due dates and maturity periods
Present comparative data for various deposit options
Improve compliance by clearly displaying terms and conditions
This feature addresses common challenges in managing deposit agreements. By using tables, you eliminate confusion and ensure that all parties have access to concise, organized information. Clients will feel more informed and confident when they review clear data presentations. The Include Table in the Deposit Agreement feature ultimately leads to smoother transactions and better client relationships.
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What is the purpose of a deposit agreement?
A deposit account agreement (DACA), also called a control agreement, is an agreement among the borrower, the lender, and a bank. This is agreement is also called a control agreement. In this agreement, a borrower grants a lender a security interest in their specific account with a bank.
How does a cash deposit work?
Cash deposits are money you transfer into your bank account. Cash deposits can include cash, checks and money transfers. You can do a cash deposit through a bank teller, at an ATM, or via mobile app. If you deposit $10,000 or more in cash, your bank will report the amount to the IRS.
What is an example of a cash deposit?
Some examples of common cash deposit sources include: Income earned from tips or side gigs paid in cash. Repayment of a personal loan you provided to someone else. Money you borrowed from a personal loan.
How do you explain cash deposits when getting a mortgage?
Having a receipt or a letter explaining the money will probably be enough for the lender. If the deposit was a gift, you would have to get a letter from the person who gave it to you, explaining that they don't expect the money back. Some sources of money could prevent the lender from approving your mortgage with them.
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