Modify Index in the New Client Onboarding Checklist with ease For Free
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It works, almost a must have thing. But not everything is perfect, there are some limited options. But you will never get it perfect because it is not an original document.
2016-10-18
The billing is bogus and felt dishonest, but customer service fixed my problems after an email. These save well as pdfs but not as docs. I think the service should be less expensive, given apps with similar functionality.
2017-03-10
Its "the perfect" software. Easy to use without any guess work. It's hard to find a product as simple as this one in today's market. Thumbs up to the folks who created this.
2018-05-22
Simple tool that increases productivity in office
I'm a software engineer and have to deal with many documents everyday. Having a simple tool that has all the features needed for me to edit and handle all my documents makes my life easier. At the same time it saves me time to look up new tools and ways everyday. The UI is simple and intuitive, and it's easy to attach files, download and share it as needed. Overall it makes me more productive in office.
My favourite feature is the electronic/digital signature feature. As a person in the IT department, I have to work with numerous documents and sign many of them. And this tool made that really easy for me. Also, the signature looks blended out and not out of place. Other than that the merging tool and conversion tool are also very helpful. Depending on my needs, sometimes I can convert a ppt into a pdf for easy access or for sending it to anyone. I also get to attach different pdfs together in whatever order needed.
I don't have any major concerns. The only small problem I've had is regarding character recognition from scanned pdfs. Sometimes it is not entirely accurate. Though it is manageable for me.
2022-09-29
Outstanding customer service, communication and efficiency!! I highly recommend. They are one of the best, if the THE best company I've ever dealt with!
2022-02-02
This is getting a 4 star review as for…
This is getting a 4 star review as for today helped me accomplish allot of paper work in short amount of time love this product
2021-06-09
What do you like best?
Flexibility and autofill of prior info..
What do you dislike?
Some current year tax forms only show in "draft" form
Recommendations to others considering the product:
none
What problems are you solving with the product? What benefits have you realized?
Easy to file out tax forms. Autofill feature is great. Very efficient
2020-08-26
It really helps being Paper Less
It really helps being Paper Less. I don't need to travel to me nearest FedEx to Print job applications and drop them off at the actual location. I can just download the PDF and fill it out to send right back .
2020-07-16
Quick sign up, User friendly for beginners and love the functionality!!
What made my experience great is that it was simple and easy to use, I had only used docusign once before and decided to try pdfFiller for some court papers that needed electronically signed immediately. It is super user friendly. Great pricing after the 30 day free trial. But my favorite part is the set up and how many different things you can easily do!!!!
2025-05-10
Modify Index in the New Client Onboarding Checklist
Introducing the Modify Index feature, designed to enhance your client onboarding experience. This tool allows you to streamline processes, tailor checklists, and adapt to your unique business needs.
Key Features
Customizable checklist sections
Easy drag-and-drop reordering
Real-time collaboration with team members
Integration with existing project management tools
User-friendly interface for quick adjustments
Potential Use Cases and Benefits
Rapidly onboard new clients by personalizing their experience
Improve team efficiency by organizing tasks based on priority
Ensure consistency in the onboarding process across various clients
Gather client feedback to refine and enhance future checklists
Increase client satisfaction through tailored onboarding solutions
The Modify Index feature solves your onboarding challenges by providing you with the flexibility to adapt your processes. With this tool, you can easily adjust your checklist based on specific client needs, reduce the onboarding time, and ultimately foster stronger client relationships. By making onboarding smooth and efficient, your clients will feel valued from the very beginning.
#1 usability according to G2
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