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Last updated on Jun 26, 2026

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Just started. Quite happy so far. Still a little confused. When I am bringing up the same patient from last week when we just signed up, kind of confusing for us. It is okay now when we see the small icon to print from, because we only have two patients, but it is a trial and error because you can't really read the patient's name until the last phase of the print screen. This will be an impossible task once we get 10-20 patients. We need to learn more about it. Also, do you have a clearinghouse feature so that we can just submit the claim electronically?
nancy
First time I've ever used it. It was simple enough for me. I love it! I was stuck filling out my w-2's & w-3's. I had purchased what I needed & was looking for a great program to film them out online & print. And PDF made it possible. Thanks
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I couldn't find new forms to download… I couldn't find new forms to download from within the app but once I did find them online they were easy to work with
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It's good. I needed an editing client after my brother's Kami client for online schooling went down and this let me cleanly and adequately edit and save documents to turn in. Highly recommend.
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The program is easy The program is easy. I use it to convert documents into templates and then I provide links with my fillable forms to my clients to complete and return. I highly recommend.
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