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2015-06-02
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2017-05-29
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We use it to fill out government tax forms, specifically form 1098c for our nonprofit organization. The primary benefit is a secure place to share and store all our documents that we can search and edit when we need. This software saves us an immense amount of time. It provides a method to update and edit documents in minutes with recurring pages that would otherwise take 4x times longer fill out and complete. We generally only use this form an IRS form specifically but i can see the use case for many types of companies and situations.
The customer support is phenomenal. They always answer quickly and fix whatever issue i have. The actual software does it's supposed to and increases my productivity x10. There are features included to import government forms easily or you can upload your own. The templates are easy to create and to make new documents using.
What do you dislike?
The amount of options can be overwhelming. It seems like the product can do so much and would take a long time to fully understand or use. The speed of the application is actually pretty fast but its not a literal immediate load time.
Recommendations to others considering the product:
Learn to import your forms directly from their bank of existing forms. Be careful when editing fields so that you don't overwrite existing functionality. If you need help don't hesitate to do a live chat and screen share. Their chat agents will fix any issue you have. I've had them help me multiple times.
What problems are you solving with the product? What benefits have you realized?
We use it to fill out government tax forms, specifically form 1098c for our nonprofit organization. The primary benefit is a secure place to share and store all our documents that we can search and edit when we need. This software saves us an immense amount of time. It provides a method to update and edit documents in minutes with recurring pages that would otherwise take 4x times longer fill out and complete. We generally only use this form an IRS form specifically but i can see the use case for many types of companies and situations.
2020-02-03
PDF Filler
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2019-03-15
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2022-06-12
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2020-12-14
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2020-06-27
Wipe Table Feature in Shareholder Agreement Template
The Wipe Table feature in our Shareholder Agreement Template streamlines the process of managing shareholder information. It allows you to easily clear or reset existing data, making it simple to start fresh or edit crucial details as needed.
Key Features
User-friendly interface for easy navigation
One-click data wiping option
Customizable templates to suit different needs
Security features to protect sensitive information
Compatible with various file formats
Potential Use Cases and Benefits
Updating shareholder information after a company restructuring
Preparing a new agreement for a different set of shareholders
Standardizing data across multiple agreements for consistency
Creating clear documentation for audits and compliance reviews
This feature addresses the challenges you may face when managing shareholder data. By providing an easy way to wipe and reset the table, it helps you maintain accuracy and clarity. You can confidently update your agreements without worrying about outdated information. Overall, the Wipe Table feature simplifies your workflow and enhances your document management experience.
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How do you structure a shareholders agreement?
A shareholders' agreement includes a date; often the number of shares issued; a capitalization table that outlines shareholders and their percentage ownership; any restrictions on transferring shares; pre-emptive rights for current shareholders to purchase shares to maintain ownership percentages (for example, in the
Can a shareholders resolution be amended?
The Companies Act 2006 allows for amendments of a company's articles upon its shareholders passing a special resolution, which requires approval of at least 75% of them.
What information is required for a shareholders agreement?
A shareholder's agreement outlines rights, obligations, and protections for shareholders. It covers shareholder rights, financial needs, quorum requirements, valuation methods, company operations, and liabilities. It also emphasizes protection for minority shareholders.
How do I remove a shareholder from a shareholders agreement?
How to remove a shareholder Refer to the shareholders' agreement. A shareholders' agreement outlines the rights and obligations of each shareholder in an organization. Consult professionals. Claim majority. Negotiate. Create a noncompete agreement.
How do I amend a contract after signing?
How to create a contract amendment Pinpoint what you want to change or add. Look at your contract and write down the parts you need to change. Date and title the new amendment. Next, add the current date and the title and date of the original agreement to the document. Draft and describe the changes. Finalize the changes.
How do you terminate a shareholder agreement?
The first way you can terminate a shareholders agreement is by mutual agreement. This is when all of the shareholders decide that they no longer want to comply with the agreement due to various reasons.
Can you amend a share purchase agreement?
An amendment to a share purchase agreement is a legal document used to change or modify the terms of a previously agreed upon agreement between two parties. The amendment can be used to add or remove clauses, change the purchase price, or alter other terms of the original agreement.
How do I amend a shareholders agreement?
Provisions in a shareholder's agreement can be amended by simply having the shareholders agree to the terms of the amendment in writing. Shareholders do not need to sign an entirely new agreement to make an amendment. They can simply sign a deed of variation.
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