Last updated on
Nov 28, 2024
pdfFiller scores top ratings on review platforms
I must admit, I'm very grateful to the leadership of this organization; and the quickness in resolving issues raised by subscribers, like me. This is my second year of being a part of this wonderful and truly a required program for someone like me in my Income Tax Preparation Organization.
Your services is quality and the availability of your program is impeccable.
Without you I would be lost trying to prepare 1099MISC for my small business clients.
Thanks for your continued supports and availability of your support staffs..
Truly yours
Max Taylor
p.s
I noticed that you have a Massachusetts phone number .. I'm actually from Cambridge, MA and attended Bentley(college) University in Waltam, where I studied Accounting&Finance and now runs my own tax preparations and financial services firm here in Northern Virginia.
Easy to use once I figured it out - with 3 jobs it has become mandatory to use/edit pdf which I have been trying to avoid. Thanks!
Update: Still liking this program!
Pdffilter refunded my payment since my…
Pdffilter refunded my payment since my PayPal was automatically charged.I was only using their trial services. So I am happy that they were helpful to refund me without questions. Great job.
Overall great value for the performance and features!
Great UI/UX, picks up all embedded objects from a multi-layer or flat PDF file. Reasonable subscription plan options and the signature/send to sign features are a game changer for a SaaS tool.
I won't need this program enough to pay…
I won't need this program enough to pay the monthly fee. If fee was 3 dollars a month I would keep it. Thank you for giving the free trial.
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.
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.