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Based on 12500+ reviews
Last updated on Dec 29, 2025

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Excellent product but my learning curve is quite steep. I am not familiar with a lot of things younger users are familiar with. Leads to a lot of fumbling around, but the on-line service chats were very helpful.
John M
I was able to locate and complete 10 years worth of 1099-R's online quite easily. They looked very nice and the process was much better than trying to hand type them on a typewriter! Saving the forms in multiple formats will also come in handy in the future.
Tena
Does what I need, the only thing is, it can be confusing when you try to log in, it takes you to another page instead of your actual account page so I have to search for something else to get to it, or I may just haven't located how yet, still good for what I need done.
Karma
Obviously, the sales portion of the Web site needs clarifying, but customer support could not have been more generous and quick in solving my misunderstanding. Wish all companies did as fine a job.
Marcia S
What do you like best? The dashboard is intuitive and for me the best thing is being able to sign documents. What do you dislike? The application is good but has limitations versus the competition such as file size and not having the scanner tool on the cell phone. Recommendations to others considering the product: In my opinion, a multilanguage tutorial is necessary. What problems are you solving with the product? What benefits have you realized? The biggest benefit is being able to sign documents from a distance.
Aarón Vásquez Díaz
Combining two files was relatively easy once I read the How to Guide three times to figure it out. But editing text in the file resulted in a change in the font that was not particularly satisfying and could not be corrected.
Jim B
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