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Liking it so far. But when I'm using the eraser, line, or other tool, it automatically changes back to text add mode after saving the change I've made rather than staying with the eraser, line drawer, etc. If you did it this way b/c more users keep erasing, adding lines, highlights, etc when they intend to make only one change and start typing then nevermind. I would rather it stay with the eraser, highlighter, etc. and I'll switch back to adding text when I'm ready to do so. Hope that helps.
Brook
2015-07-13
Impressive features and easy to use. My only gripe is that there appears to be no way of changing the date function to day/month/year, but it's just as easy to enter the date manually
Jonathan G
2019-03-22
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Very user friendly. Great app that also allows you to edit PDF documents while on-the-go.
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It can sometimes freeze or crash, but rarely happens.
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Use this website & tool if you're on-the-go and work from your car or laptop frequently. It's very useful and easy to navigate.
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Working on the go without my computer nearby. Keeps my contracts neat & tidy by being able to cross things out and clearly type edits/changes.
Casey Kwitkin
2020-01-22
Online help got me going in the right… Online help got me going in the right direction finally. I found navigating this program a little difficult but ask for help and voila.
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2020-04-09
Lifesaver!! Lifesaver!!! I am not always able to print documents, fill, them out, sign them, and then scan them in and email them to recipients. This program allows me to skip most of the steps.
Ashley McMillan
2020-03-25
I love it absolutely love it. Only thing is when you save it sometimes and comes back kind of messed up but its an easy fix. I love everything this program can do! Thanks guys! And this is not a fake review lol
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2021-03-06
What do you like best? It is much easier to use than Adobe Acrobat. Much more intuitive functions and file management. It has saved me a ton of time with the cloud storage of documents. I have used effectively for construction related documents. What do you dislike? Very rarely I have needed to use another platform because some municipalities require it but 98% of what I need to do is supported. What problems are you solving with the product? What benefits have you realized? Remote completion of forms and extracting text from PDF documents mostly.
James Worrell
2021-02-16
This is the most amazing app This is the most amazing app, it really is a great one-stop portal for all my practice needs, and it is SIMPLE to use, even for solo practitioners like me who don’t have an IT department.
Jennie
2020-10-20
I really appreciate the timely response from the support team in handling my cancelation. They were very professional and was very helpful throughout the process. Thank You, So Much!
Shane C
2020-07-17

Systematize Period Settlement Feature

The Systematize Period Settlement feature simplifies your financial processes. It gives you clarity and control over your period settlements, ensuring that you manage your transactions effectively.

Key Features

Automated period settlement calculations
Real-time tracking of pending settlements
Customizable reports for better insights
Seamless integration with existing financial systems
User-friendly interface for easy navigation

Potential Use Cases and Benefits

Business owners can streamline their monthly closings.
Accountants can save time on manual calculations.
Finance teams can enhance accuracy in financial reporting.
Managers can access updated data quickly for decision-making.
Organizations can reduce the risk of errors in settlements

With the Systematize Period Settlement feature, you can solve common financial challenges like lengthy reconciliation processes and data inaccuracies. By automating these tasks, you free up your time and resources, allowing you to focus more on growing your business. This feature empowers you to maintain accurate financial records and make informed decisions, enhancing overall operational efficiency.

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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.
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Settlement of securities is a business process whereby securities or interests in securities are delivered, usually against (in simultaneous exchange for) payment of money, to fulfill contractual obligations, such as those arising under securities trades.
A settlement bank refers to a customer's bank where payments or transactions finally settle and clear for customer use. Often times, the (payer) of a transaction will be a customer of a different bank from the receiver, and so an interbank settlement process must occur.
Settled payment generally refers to the transfer requests that have been completed successfully. Hence, the payment has been settled for any payment request simply meaning the money has been transferred.
A settlement is just another way of saying the transaction is complete and will be done as soon as the credit or debit card was swiped. Businesses can work with their credit card processing company to see if they are going to have any type of transactions that will settle immediately.
Settlement is the actual exchange of money, or some other value, for the securities. Clearing is the process of updating the accounts of the trading parties and arranging for the transfer of money and securities.
Clearing is the process of sending out, reconciling and in some cases confirming payment orders or security transfer prior to settlement. Settlement is the act of transferring 'securities and final funds' between two parties.
In banking and finance, clearing denotes all activities from the time a commitment is made for a transaction until it is settled. This process turns the promise of payment (for example, in the form of a check or electronic payment request) into the actual movement of money from one account to another.
In the stock market, many trades occur simultaneously. The stock exchanges use an electronic order matching system to match 'buy' and 'sell' orders from different traders. This way, each trade is executed. In this process, brokerages act as the intermediary between the investor and the stock exchange.

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