TimeSimplicity & Other Product Ideas

Fillable PDF or free form text boxes on forms in HUB

HUB does a lot for on boarding but does not cover the nuances of some states so clients still have "manual" paperwork to fill out(really hurts HUB). It would be great if HUB supported fillable PDF's or had the ability for us to insert free form text boxes on a document.  This would allow us to include documents such as the PA Local Residency Certification form as part of on boarding or a workflow. 

  • Guest
  • Aug 7 2019
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  • Guest commented
    22 Jun, 2021 06:12pm

    This is a frequently asked for feature.