Last updated on
Nov 28, 2024
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Just started using the program but have search many times before to find an easy way to access documents occasionally needed by our business. This format fits very well and will certainly increase the productivity of office hours. much thanks, Steve Rowell ( Brooks Carpet Inc. )
I wanted to create 2 additional 1099s but was unable to find that option so closed and requested it be sent to IRS. Now I know I should have selected "template" but have not been able to get that to work. Made another, and no option to send to IRS
Fill in the Blank
Love what this has done for making my job so much easier at a very reasonable rate.
For my business this was and is the best tool I have for putting together insurance reports. Build or scan in a template and fill in the blanks when you need to send a report out. BAHM! DONE!
Probably something I have not spent enough time to figure out yet but as of now each time I fill in a blank template it auto saves it so my original always has to be cleared before new entry.
Cancelling a subscription can be an intimidating and anxiety creating experience. NOT WITH THESE PEOPLE!!! Today I logged in to my account. ***** linked in as my Chat contact and in less then 1 minute the subscription was taken care of for me!!!! I have had to fight too many providers about cancelling subscriptions so THIS WAS REFRESHING!!! Such a contrast and it makes me want to stay connected with them if I ever need their services again.Don't hesitate to access their services and products.
What do you like best?
Very user friendly and stores files on the site.
What do you dislike?
Not much I can say poorly about this product
What problems are you solving with the product? What benefits have you realized?
Editing pdfs for sales quotes, etc.
Payment issue dealt with swiftly
After both my cards being declined to register my subscription, I went onto the online support chat. Kara was super helpful and quick to deal with my issue - very professional and friendly. Kara was very generous in giving me three free days and advised within that time to try my payment again after 24 hours. Thank you Kara for taking the stress away and resolving my issue fast. Morven
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