The software in simple & I love it: however the video for how to: tells you what the form is used for; not how your software works. (I think that people already know what the 1099 int is used for)

The UI is outstanding and very effortless. Very impressed. My only issue was with advanced features. Would have liked to know ahead of time that they were additional fee. Everything looks included and don't like being told something cost money after the fact. Second, when telling me I had to upgrade to get additional feature, it should show the difference between what I am paying verses the new amount. I was on personal plan ($6) but to get the features I needed it was ($10). It said it was $10 for advanced plan but I didn't know if that meant $10 MORE than I was already paying. I had to open site in incognito mode, look at plans to figure it out... not fun. Lastly, I was trying to send 2 separate PDFs as one doc. It took me a while to figure out where Merge was. I didn't understand why all the options under Actions were greyed out. That was very frustrating and should be improved.

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.

When I had a deadline to meet and needed to get a series of pdf documents ready ASAP, I was able to use the template feature to save certain information to all docs at once and just fill in the info that differed. This allowed me to meet my deadline and send each completed form with password protection so the client knew I took his privacy seriously. Thank you, PDF Filler, for providing this great platform!