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Easy-to-use program once you fiddle with it awhile. Would like ability to edit text also (portions that are inapplicable rather than striking through).
Anonymous Customer
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
No encuentro como ver siempre la página en Español, en ingles se me dificulta mucho aún y no puedo hacer uso de todas las herramientas
Anonymous Customer
What do you like best?
The customer support is phenomenal. They always answer quickly and fix whatever issue i have. The actual software does it's supposed to and increases my productivity x10. There are features included to import government forms easily or you can upload your own. The templates are easy to create and to make new documents using.
What do you dislike?
The amount of options can be overwhelming. It seems like the product can do so much and would take a long time to fully understand or use. The speed of the application is actually pretty fast but its not a literal immediate load time.
Recommendations to others considering the product:
Learn to import your forms directly from their bank of existing forms. Be careful when editing fields so that you don't overwrite existing functionality. If you need help don't hesitate to do a live chat and screen share. Their chat agents will fix any issue you have. I've had them help me multiple times.
What problems are you solving with the product? What benefits have you realized?
We use it to fill out government tax forms, specifically form 1098c for our nonprofit organization. The primary benefit is a secure place to share and store all our documents that we can search and edit when we need. This software saves us an immense amount of time. It provides a method to update and edit documents in minutes with recurring pages that would otherwise take 4x times longer fill out and complete. We generally only use this form an IRS form specifically but i can see the use case for many types of companies and situations.
Garrick Crouch
Great for editing and preparing various… Great for editing and preparing various documents. Great help for my letting business. Tenants and Landlords, UK
Kasia Dys
Everything is working I checked out their pdf software, it's truly great, I liked it and I was ready to buy a year subscription, but all these bad reviews on line about this company made me nervous. However I signed up and now I am pleased to work with it
Erik L.
This program has been a life saver but... This program has been a life saver and a game changer as a secretary who sends out a lot of documents to families. There are a couple frustrations I've run into though. The auto line up feature when adding text boxes or checkboxes can be an annoyance because a lot of things don't need to be lined up and therefore causes it to be slightly off of exactly where I need to place it. I'm not sure if that's a feature I can turn off so it could just be user error. My biggest wish is that I was able to size multiple text boxes to varying sizes and then combine them as a whole text box but keep the sizes of the boxes. Some of the forms I am editing have 3 or 4 rows of lines for a short answer but the first line is shorter than the rest. So expanding the text box to have multiple lines available just wouldn't work because it's always a perfect rectangle.
Kate
Usefull Very useful app you can do stuff on phone and easily move on to desktop to continue what you're doing nothing special but it definetely isn't bad
dezi
due to ill health and family… due to ill health and family committments I couldnt utilse my free month very much but what I did use was brilliant especially the erase function. When I start University in September I will probably sign up for it a sit will be useful. the customer service was especially good.
Martine
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