Last updated on
Dec 27, 2025
pdfFiller scores top ratings on review platforms
Accounting
I have been very frustrated in trying to create our 1099s for 2022 in pdfFiller. I began a chat with "Kara" and she was wonderful and very patient walking me through the different steps to create a template. She also sent me a video as a tutorial. Very helpful. Very good experience and removed my frustration. Thank you.
THE ONLY THING IS IT MAKES ME PAY…
THE ONLY THING IS IT MAKES ME PAY EVERYTIME I LOG OFF AND LOG BACK IN AND WANT TO PRINT. i THOUGHT IT WAS A MONTHY FEE BUT IT MIGHT NOT BE SO LOOK OUT FOR THAT.
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?
The ability to edit almost any part of a pdf has saved me on countless hours of retyping a document for one minor change. The interface is very easy as well
What do you dislike?
The only improvement I would like to see is the ability to remove sections (cut) and move others into the opening. I may be a novice and this ability does exist, but if it does not, I personally would find it beneficial
What problems are you solving with the product? What benefits have you realized?
I am able to correct sentances, paragraphs or simply small typos. The ability to adjust those without redoing an entire document is an amazing benefit.
Great customer service. My Employer needed a form off their website, and he had signed up for the subscription, the following month his credit card **** was almost a thousand dollars- so, myself, the office manager, I knew my boss only needed the one form he went on the website for, I went on the site,started talking to a live help agent, (very nice and helpful) I explained the situation, was asked basic information, and was told within 5 to 7 days the refund would be back to my boss's institution. Without any issues, or problems. This company is very helpful and has GREAT Customer Service! 5 stars plus! thank you!
Private individual, basic version
I'm using the basic version which obviously has some limitations but it's good for the tasks I have in hand
Watch pdfFiller eSignatures in action
Check out a quick video tutorial that shows how to create and place your signature or send a document for signing.