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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.
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2020-06-04
Void Number Feature in the Coffee Shop Business Plan
The Void Number feature is designed to streamline your coffee shop operations. This tool helps you manage refunds and voided transactions efficiently, ensuring clear financial records.
Key Features of the Void Number Feature
Enables easy tracking of voided transactions
Ensures accurate financial reporting
Integrates seamlessly with your existing point-of-sale system
Enhances customer experience by simplifying refund processes
Generates reports for better decision-making
Potential Use Cases and Benefits
Use it when processing customer refunds quickly and accurately
Employ it during busy hours to reduce staff errors
Utilize reports to analyze transaction patterns and improve service
Explore ways to refine staff training based on void transactions data
Identify and address recurring issues in service or product offerings
The Void Number feature solves common challenges faced in managing financial transactions. By simplifying the process of handling refunds, you can prevent confusion for both your staff and customers. Moreover, accurate reporting helps you identify trends, thus allowing you to make informed decisions to enhance your coffee shop's performance.
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