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I use Quickbooks and have to send out 1099NT which is not a capability in Quickbooks. 1099 forms must be scannable and I can purchase the printed forms and fill it out on PDFfiller. I can then print on the scannable forms and they are perfectly aligned. Saves time and money. Also, I like the fact that I can create a template so I don't have to re-type the same company information, tax numbers, etc. The product is easy to use.
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Easy to use - I intended to use for a month and then cancel, but I ended up keeping it.
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I mostly use for 1099NT's as mentioned above. I really need to explore!
2019-03-05
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Signing of all contracts, invoices, and P&Ls. I love the ease of storing documents I most commonly use to transmit has and easy to clients with a simply date update.
2019-08-15
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2020-10-28
Update Record SaaS Metrics Report Template by ChartMogul
The Update Record SaaS Metrics Report Template by ChartMogul provides a structured approach to track your subscription data. This resource ensures you maintain accurate and up-to-date records effortlessly.
Key Features
Customizable metrics to align with your business goals
Easy integration with existing data platforms
Regular updates to keep your reports current
Visual data presentations for straightforward analysis
User-friendly interface designed for convenience
Potential Use Cases and Benefits
Monitoring monthly recurring revenue to spot trends
Assessing customer engagement through detailed analytics
Identifying at-risk subscriptions to enhance retention strategies
Simplifying internal reporting processes for better collaboration
Facilitating strategic planning based on real-time insights
This template addresses the challenge of managing and interpreting large sets of subscription data. By using this resource, you can streamline your data entry, save time, and focus on growing your business. Stay informed and make decisions backed by reliable metrics.
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