Last updated on
Dec 31, 2025
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It took me a bit to figure it out. Your guide was confusing and l tried to read it but l didn't find it helpful but l did figure it out on my own. I was fine after that.
Very Helpful Filler
This software is the answer on my problem before on how to edit the PDF. It is very helpful to me and to my team. Easy to access and easy to use.
Sometimes I experienced the slow loading of software but it is totally manageable to make it better.
Good product for the money
this product is well priced which is great for a startup business. The accessibility of acord forms is a big plus. I do wish it had a few more features that would make it even better - like the ability to attach an email without having to save in pdf and upload - and having a task option for future projects would be so great.
Ability to create and save documents required by insurance industry is a plus. I like being able to access the program from anywhere and being able to upload documents for client files.
Does not have ability to do sub folders and wish there were a section for each client for notes for tracking of conversations. Also wish there were a calendar where you could add tasks with reminders.
Kara was great with answering my…
Kara was great with answering my question and went above and beyond and took my document into her own hands and helped me with it instead of me trying to figure things out. I really appreciated that!
Great Customer Service!
I had a billing/subscription issue and it was fixed in less than one minute. I had Sam as a support and he was very pleasant to work with. Thank you for having great customer service.
It works. After dealing with another program for five years, that suddenly became dysfunctional as they upgraded, we are happy to have landed into your world.
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