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Well I paid for the year then could not access a file I did the same day. Then I sent my accountant a file via attachment since he says "not technical" & could not open it in pdfiller file, so I sent as attachment so he could complete but he could not so he wrote it in now I have to complete it & paying him the same.
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2018-11-29
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It cost an amount of price it would be better if it is for free so that many people can access and make their work also convenient.
2023-02-25
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2021-05-15
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That doesn't give you the option to save a file to a different folder in your computer
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Re-entering information or missing information, adding signatures
2021-02-16
I mislead them on my intentions for the service level that I required. Once I brought it to their attention, I answered 3 questions; and the matter was immediately resolved. Outstanding customer service comms. !!!
2020-08-27
Remove Tags from Investment Agreement Feature
The Remove Tags from Investment Agreement feature simplifies your contract management process. This tool allows you to easily eliminate unwanted tags from your investment agreements, ensuring clarity and precision in your documents.
Key Features
Effortlessly remove tags from multiple agreements
Streamlined interface for user-friendly navigation
Compatible with various document formats
Quick processing time for efficient edits
Enhanced document readability
Potential Use Cases and Benefits
Ideal for legal teams managing extensive portfolios
Supports compliance by removing irrelevant tags
Facilitates clearer communication with stakeholders
Saves time and resources in document editing
Improves overall organization of investment records
This feature addresses the common problem of cluttered investment agreements filled with unnecessary tags. By removing these distractions, you enhance document professionalism and ensure that all parties involved focus on the relevant information. Ultimately, this leads to better decision-making and improved business relationships.
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