Last updated on
Dec 26, 2025
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Very user friendly site. I did lose my first document, since I didn't select the 'DONE' box first. Maybe just a little pop up message on how important that step is would be helpful.
It was a life saver for me as I transitioned my insurance business. It looks so much more professional to import supplemental applications and forms and complete them with a keyboard. In the past, I did them by hand even though I worked for one of the largest insurance agencies in the country. In the past, I was unaware of your product, or I would have bought it myself to use.
it is ok. little pricey. when filling in the spaces on the schedule A and O, the spaces need to be like the main 990 form (not have to place the cursor for the text
@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!!!!!!
You have bug with LTR lenguage
You have bug with LTR lenguage, Like hebrewשלוםReversed to םולשBut you have excellent App
What a time saving document access and communication...
What a time saving document access and communication method. The ability to format it to meet the inner personal business need and send is fantastic! Great job and thank you to the Creator(s)
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