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2017-03-21
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2017-05-19
love it
love it! It is very convenient and really makes things so easy for a person to get paperwork for appoints done before we even arrive for the appointment.
2019-03-25
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Having client's sign documents and creating forms.
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2019-09-22
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2019-03-13
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2024-09-11
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2022-07-27
Like most of the features
Like most of the features, I would like it if I could make boundaries and then just fill in the inside of the shape that I make like the old-school paint application.
2022-03-01
I use this to do my tenant leases
Overall, I have to have access to a software program like this. Some landlords issue leases on ancient old pdfs that are hard to work with. This program allows me to alter, merge, and arrange these in a fairly intuitive way. It took a minute for me to be comfortable with the document storage setup that pdffiller uses, but I am happy with it bc I can access these documents from anywhere!
I love the way you can just insert a text box, or erase. Wow its so nice to be able to do this with documents.
I find merging to be hard. I had to get help early one Sunday morning from support. The support was there and ready to instruct me. It just wasn't intuitive. I might even have to ask how to do it again.
2020-12-07
Join Account in Tax Agreement Feature
Manage your financial partnership easily with our Join Account in Tax Agreement feature. This tool allows you to combine resources and streamline tax reporting. With a simple setup, you can focus on what matters most—growing your shared investments.
Key Features
Simplified joint tax reporting
Clear visibility on shared finances
User-friendly interface for easy navigation
Secure data protection
Real-time updates on tax obligations
Potential Use Cases and Benefits
Ideal for couples managing joint finances
Great for business partners filing taxes together
Useful for families combining income sources
Facilitates easier tracking of deductions
This feature addresses common issues in joint finances by providing clarity and efficiency in tax management. With accurate reporting and shared access, you can reduce confusion and assure compliance, making it easier to focus on your financial goals.
#1 usability according to G2
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