What do you like best? Being able to create templates of commonly used forms for client completion. Also being able to access legal forms (IRS, etc.) to complete through the system for commonly used forms for our Small Business Solutions. The notifications via email and the ability to save the completed forms to Google Drive for easy access. Being about to have a link to send to clients for specific forms based on their needs is extremely helpful. Being able to take the links and post on our website for easy accessibility for our clients. I love that we can embed the links throughout all of our communications for ease of use for client interaction. What do you dislike? Not being able to locate the signed documents in a central location, but rather having to access from the notifications for each document. The navigation of the system is systems challenging to locate documents that had been completed through Link to Fill process. I also do not like that we cannot edit information on the PDF, unless this is a service we are currently not utilizing with our subscription. I have to go into another program, such as Word or another PDF Editor software to make updates an then reupload the form to PDF Filler. The ability to make corrections within the PDF once uploaded would save me time and increase efficiency. The transition of the link from the published link to fill page and when posting in our practice management system requires an extra step to post into a web browser to get the full URL that works for clients to copy and paste. Recommendations to others considering the product: Consider how much time you spend creating forms, money you spend on postage, and storage for paper filing. If you're looking for ways to improve your workflow related to form completion for client interaction, you have to give PDF Filler a try. You will not be disappointed and will free up time to interact with more clients. What problems are you solving with the product? What benefits have you realized? The need to create customized forms for each client. Saves time during client communication to easily share a link via email, client portal or text message. Streamlines our processes and increases efficiency for team with access to completed documents. Great benefit for routine business operations with forms that we use daily for multiple lines of service.

What do you like best? That I can mark up any pdf or create 1 new document from several. Also digital signatures, I work remotely and need this! Being remote, I need to be able to create or sign a form from anywhere and I can easily with pdf filler. I love the share feature as well, I can work on my end and my co-workers will have it almost instantly without having to print, scan and email. I work remotely, almost all from my laptop with no printer. This allows me to work from my phone or tablet seamlessly as well. What do you dislike? Not much, no complaints yet. Maybe the layout? Like where everything is, I click on the documents and then you have to specify where something is. Maybe a more organized folder system? When I share them, they should all be in the share folder, but for some reason, they're not always there. I am a very organized person and like everything in its own folder or file. I'd like a way to save everything to its own file and be able to find them quickly and easily. Recommendations to others considering the product: This is a great program, especially if you work remotely, highly recommend it! What problems are you solving with the product? What benefits have you realized? 1099 tax reports, our software only supports e-file and we are so small that we don't have that. I also love the share part, I'm able to work on my end, share it with my co-workers and they can have it almost instantly without printing and scanning, etc. I also love that I can take a few different documents and combine them to one, that is a great feature!