Last updated on
Aug 9, 2024
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It's easy and I use it for billing for my private practice. There was a recent change in the function of the program that you have that has caused me extra time. I used to be able to look up my form by name using the little magnifying glass and then when I found it, click on the form, and then click on the copy icon. The copy icon isn't present anymore when I look up the form by name, so I instead have to scroll back through all of my forms and it takes a lot longer. If I could still look up by name and then copy the form once I found it that way it would be great. I used to be able to do that until the recent formatting changes.
I have had to upgrade twice to professional and just did again so I could use the features. Billing does not show that the upgrades were put in place.
The forms are very easy to fill out. I was unable to comments in a few places where I ran out of room for heirs and needed to include a comment to refer to an additional page.
Fast Refund!
I was charged the $199 yearly subscription when I had forgotten to cancel due to personal reasons. The customer support agent quickly and easily handled cancellation and the refund. Thank you guys!!
Impressive customer service (LIVE support)
I did not realise that my free trial expired until I got a charge for the month of December. I contacted 'live support' (which popped in in 20 sec) and Thomas was the most helpful I've ever experienced in customer service. He found out I had 2 accounts and when I explained to him that I actually only used the service once, he promptly offered me refund. I did not even expect one because I honestly thought this is another website that makes money by offering a trial and then charge you once trial is finished (which many of us would forget and only cancel when it is too late). But no, refund is already action, and he also cancelled my account as per my request with no fuss! Thomas, thanks for being extremely prompt and helpful! I will surely use this service next time. Thank you!
Good support answer
I had an issue with the automatic subscription after the30-day trial period. The support took into account my request very promptly and solved the issue.
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