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I am not very computer savvy and I am learning as I go with this new MacPro, but so far it has been a very helpful tool and plenty of help explaining how.
2014-05-08
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2016-04-05
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2016-09-27
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2017-07-07
There doesnt seem to be alot of "man in the street" logic to how you explain things. It seems to be written by Code cutters or IT people. Lots of simple things like , I look up how to save a document. You say : Save your document by clicking the 'Save as PDF' button in either the "MyForms" . There is NO such button only a "save as" button. Also Where is the "My Forms" page? is it named as such or .... ????Bascally though, its a great piece of software. You just have to get a REAL human being to rewrite instructions.
2018-10-16
What do you like best?
Its user friendly and efficient! It makes all of contracts much easier to implement. It saves all of your information online so doesn't use your memory.
What do you dislike?
Fax option could be updated and better. I am a notary, but it would be much better if this option was more efficient as well for other people.
What problems are you solving with the product? What benefits have you realized?
I am readily able to save documents and fill them out online copy and re-create new documents from previous ones. It is user friendly. I can send them to multiple clients at once for signatures with e-sign option.
Its user friendly and efficient! It makes all of contracts much easier to implement. It saves all of your information online so doesn't use your memory.
What do you dislike?
Fax option could be updated and better. I am a notary, but it would be much better if this option was more efficient as well for other people.
What problems are you solving with the product? What benefits have you realized?
I am readily able to save documents and fill them out online copy and re-create new documents from previous ones. It is user friendly. I can send them to multiple clients at once for signatures with e-sign option.
2019-08-15
Features & functionality
I use it a lot when responding to discovery requests
The variety of features & functionality for PDF's
Not easy to navigate website, site not visually appealing
2019-05-16
Great support from the team, especially Kara
Over two days I talked to several agents. Kara was able, with great patience and time commitment, to solve my problem. Anything I have paid for the program and year subscription was was worth the service I got. I hope she is recognized as the best! Thanks to the program but most of all to her. Great job!
2024-10-13
@KARA is the BEST!!
@KARA is the BEST!!! She my our chat simple and easy. Reassured me as a customer. and didn’t embarrass me for cancelling due to my circumstances. Thank you thank you thank you Kara!!!!!!
2021-02-17
Notify Split Dollar Agreement Feature
The Notify Split Dollar Agreement feature simplifies the management of split dollar arrangements. This tool supports both employers and employees in tracking contributions and enhancements within these agreements.
Key Features
Streamlined tracking of contributions and policy details
User-friendly dashboard for easy navigation
Customizable agreement templates to fit your needs
Automated notifications for important updates
Secure storage of all relevant documentation
Potential Use Cases and Benefits
Employers can effectively manage employee benefits and rewards
Employees can gain clarity on their investment and benefits over time
Financial advisors can use it to advise clients on split dollar methods
Businesses can align their financial strategies with employee retention efforts
Families can understand the long-term value of their agreements
This feature addresses a common issue: the complexity of managing split dollar agreements. By providing clear insights, automated reminders, and an organized interface, you can ensure that both parties understand their obligations and benefits. You will find increased satisfaction and reduced confusion in managing these agreements.
#1 usability according to G2
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