Plan your success with the detailed Office Weekly Planner Template creator software

What do you like best? I love that I can fax items as well as the W-2/1099 features that are integrated into the IRS system! It makes my roles as a small business owner much easier with these tools. What do you dislike? I wish more features, such as sending documents for signatures, were added. Even just 1-2 documents a month would be helpful for my small business. A fax number included would also be helpful. I have been able to get a fax number for virtual faxing for much cheaper elsewhere. It would be nice to have an all in one for less than $25 a month or so. Recommendations to others considering the product: Great way to keep costs low while still running with the bigger companies and their larger budgets. From creating my own documents to faxing things for clients- great investment for virtual tools in your business! What problems are you solving with the product? What benefits have you realized? The IRS integration have helped me navigate some of the tax paperwork I need to do for my employees. The fax feature is super helpful for getting paperwork out for our clients.

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.