Last updated on
Jan 3, 2026
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I would give it a 5 except that when I go to edit a template, it shows up with over 1/2 or 3/4's of the page covered up! I have to keep closing it & reopening it to maybe finally work! Very frustrating.
What do you like best?
Easy to use and has a wide variety of tools. Makes it easy to go paperless. Great price for the number of features it offers. Highly recommend.
What do you dislike?
More mobile compatibility for when I am on the go.
Recommendations to others considering the product:
I highly recommend. It is well worth the price.
What problems are you solving with the product? What benefits have you realized?
Added the ability to have forms sent and signed the same day when working with partners out of state. Stores my forms in one location making them easy to locate.
Easy to use and has a wide variety of tools. Makes it easy to go paperless. Great price for the number of features it offers. Highly recommend.
What do you dislike?
More mobile compatibility for when I am on the go.
Recommendations to others considering the product:
I highly recommend. It is well worth the price.
What problems are you solving with the product? What benefits have you realized?
Added the ability to have forms sent and signed the same day when working with partners out of state. Stores my forms in one location making them easy to locate.
Convenient & Specific
It's been very convenient and comfortable because I have been a longtime user.
Easy to use and search for specific documents needed for everyday business.
Saving the same documents can become cumbersome.
The products are awesome and have been essential to the success of my business!
The forms are very easy to access and to use. The ability to have access to such a variety of forms especially IRS forms. The freedom of use to so many forms and the ability to upload your own created forms far exceeds so many other products that have so many limitations on the use of their products.
My only complaint is that sometimes it is a little difficult to find certain forms that you are looking for but it is usually remedied rather quickly.
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
Great customer service
Great customer service. No hassle refund when I forgot to cancel before my free trial ended, I very much appreciate a company that operates this way!
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