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The UI is outstanding and very effortless. Very impressed.
My only issue was with advanced features. Would have liked to know ahead of time that they were additional fee. Everything looks included and don't like being told something cost money after the fact. Second, when telling me I had to upgrade to get additional feature, it should show the difference between what I am paying verses the new amount. I was on personal plan ($6) but to get the features I needed it was ($10). It said it was $10 for advanced plan but I didn't know if that meant $10 MORE than I was already paying. I had to open site in incognito mode, look at plans to figure it out... not fun.
Lastly, I was trying to send 2 separate PDFs as one doc. It took me a while to figure out where Merge was. I didn't understand why all the options under Actions were greyed out. That was very frustrating and should be improved.
2016-07-16
I would like to be able to make sub-folder with in sub-folders. I am going to have hundreds of documents/year, and that would make it easier to organize them.
2017-02-28
I wish I didn't have to pay. I would have found another free site, like going to SSI site, but I had already filled in all the blanks and it was so time consuming that it wasn't worth the effort. I will cancel as soon as I get the bill.
2018-11-11
What do you like best?
The program is easy to use and super convenient. Your documents are always with you on the server PDFIller provides.
What do you dislike?
Getting in touch with a person in customer service is impossible and emails to cust. serv. have not been answered. I originally signed up as a single user; but then as my needs expanded at my office, I added and paid for three more users. For a while everything worked without issue, but then the other three users could not log-in and the different prompts in my dashboard were saying the subscriptions were active and to this day my office staff works through my sole account which can knock someone off in the middle of something.
What problems are you solving with the product? What benefits have you realized?
The fax benefit is awesome. I use the program with my insurance agency. It is way more user friendly than Adobe and you don't need a separate service to send a client a form to sign.
The program is easy to use and super convenient. Your documents are always with you on the server PDFIller provides.
What do you dislike?
Getting in touch with a person in customer service is impossible and emails to cust. serv. have not been answered. I originally signed up as a single user; but then as my needs expanded at my office, I added and paid for three more users. For a while everything worked without issue, but then the other three users could not log-in and the different prompts in my dashboard were saying the subscriptions were active and to this day my office staff works through my sole account which can knock someone off in the middle of something.
What problems are you solving with the product? What benefits have you realized?
The fax benefit is awesome. I use the program with my insurance agency. It is way more user friendly than Adobe and you don't need a separate service to send a client a form to sign.
2019-08-15
I love PDFfiller!!! It does everything I need for the office at a fair price.
I am able to find time to bill insurance with the ease and use of this software. I wouldn't even bother without it.
It's easy to use, cheaper than the alternatives and has more options. Check out the comparison chart. It has taken away my frustration with insurance billing. It makes the process smooth and quick. I feel organized for once!
2017-11-17
Very speedy response time!
I work for a Charity and did not cancel my subscription in time. However, true to their word, pdfFiller responded to my request to refund (didn't have the correct form I needed) within an hour. I was really impressed and very grateful that they will refund this charge. Even though I didn't use them, I would definitely recommend them. They came across as quite honourable which makes a change these days...
2021-05-05
This site was exactly what we needed to edit pdf's and create fillable fields for all of our school enrollment forms. The options for receiving the information when completed, as well as many other perks made this a perfect product for our use. We continue to find more and more uses in our school setting for using pdffiller. I highly recommend this product.
2020-08-05
listen I appreciate your services and recommend it to anyone based on their ability to process a financial authorization and so I didn't want PDF-filler to be discouraged but I'm sensitive to express I have to revisit your advisory environment some time after the year is up!
2020-05-01
love pdffiler has made it my "go to" for tax forms, everything so far has worked great as far as downloads and fillable pdfs. will be purchasing in future for sure. thanks, team
2025-04-02
Set Payment Notice Feature
The Set Payment Notice feature enhances your payment management process. This tool allows you to schedule and send payment reminders to your customers, helping you maintain steady cash flow and improve communication.
Key Features
Automated payment reminders
Customizable message templates
Flexible scheduling options
Integration with existing payment systems
Tracking and reporting on notices sent
Potential Use Cases and Benefits
Businesses can reduce late payments by prompting customers ahead of due dates
Service providers can enhance customer relationships by keeping clients informed
Freelancers and contractors can maintain consistent cash flow with timely reminders
Companies can save time and reduce manual follow-ups with automation
Organizations can analyze payment trends through reporting features
This feature solves the common problem of missed payments and poor communication. By automating reminders, you can focus on your core business while ensuring customers are aware of their obligations. This not only streamlines your operations but also fosters trust and clarity in your client interactions.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
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What is a cp504 notice?
CP504 is an urgent notice informing you that you owe a balance due and that you must respond immediately. The IRS intends to levy your state tax refund if no response is received.
What does cp504 mean?
CP504 is an urgent notice informing you that you owe a balance due and that you must respond immediately. The IRS intends to levy your state tax refund if no response is received.
What is a Notice of Intent on property?
An IRS intent to levy notice is a notice the IRS sends if it plans to seize your assets. ... The IRS must send you a notice the first time, for each tax and period, it intends to collect by taking your property. The IRS typically cannot take your property unless it provides you notice in advance.
What does Given mean?
Trust fund recovery penalty, also called CIV PEN on a Federal Tax Lien, may be uncollectible. ... Generally, the amount of the trust fund recovery penalty charged to the individuals is equal to the taxes deducted from employee paychecks but not paid to the IRS, plus interest.
How many notices does the IRS send before Levy?
These documents are released thirty days prior to the levy being issued, allowing the taxpayer a month to respond promptly. These 'before' notices will be sent via certified mail and or delivered at the address the IRS has on file.
What does it mean when the IRS wants to levy your property?
An IRS levy permits the legal seizure of your property to satisfy a tax debt. It can garnish wages, take money in your bank or other financial account, seize and sell your vehicle(s), real estate and other personal property.
How long does it take for IRS to levy?
After 30 days has elapsed and the taxpayer has not taken corrective action or requested an appeals hearing, the IRS can levy at any time. This entire process can take as little as three months, but can take much longer.
Does the IRS have to notify you of a levy?
The IRS will usually levy only after these three requirements are met: The IRS assessed the tax and sent you a Notice and Demand for Payment (a tax bill); ... The IRS sent you a Final Notice of Intent to Levy and Notice of Your Right to A Hearing (levy notice) at least 30 days before the levy.
Can the IRS take my entire paycheck?
Yes, the IRS can take your paycheck. It's called a wage levy/garnishment. ... The IRS can only take your paycheck if you have an overdue tax balance and the IRS has sent you a series of notices asking you to pay.
How long does it take for IRS to approve installment agreement?
Time to complete: Requesting by phone is the quickest way to jumpstart these agreements, which can take months to complete. That's because you'll have to provide detailed financial information to the IRS. Requesting by mail means the IRS will take 1-2 months to consider your information/request.
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