Last updated on
Sep 26, 2025
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I LOVE THIS SERVICE SO FAR. IT HAS ALLOWED ME TO CREATE THE DEMOGRAPHICS FORM FOR TAX PAYERS IN THE LAY OUT THAT I ALWAYS DESIRED. THE BONUS TO THE LAYOUT IS THE PDF FILL IN THAT ALLOWS YOU TO INSTRUCT THE CLIENT RIGHT WITHIN THE CELL. THE SEND TO SIGN FEATURE IS AMAZING IT ALLOWS ME TO OFFER A FASTER SERVICE WITH OUT HAVING TO HAVE A PERSONAL INTERVIEW.
It was pretty easy to use except when you hit the next tab it would take me to the text box to type but it would not allow me to type until I moved my mouse to that location and click. It would be easier if it would allow you to type in the box it moved you to so you don't have to keep going back and forth to the mouse. Also some boxes when completed there was not an option to click "next.
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It isnt always user friendly and so could be a bit confusing to non technological users
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