We use and recommend three levels of password and email address security for both personal and business use. Level One, the most sophisticated, is for the most sensitive business, financial, identity, and personal health information. The second level is for sites and accounts that are worth protecting because they collect limited amounts of non-critical information.…
Making Money Creating Documents for Others A growing number of our customers are generating revenues and significant income by using their libraries of forms to create on-demand private label documents for others. An example is an insurance firm that requires some of its documents to both bear its branding but also that they must be…
We’ve announced our first price increases in nearly five years Two products will increase and six will remain the same On May 15th annual subscriptions to Doxserá will increase to $169, a little more than one-half the inflation since its last price increase nearly five years ago. Subscriptions to DB User will increase to $199,…
The Forecast It was in January, 2021 that we first forecast that inflation would need to total 35% over time to fully offset the amount of new paper currency printed to pay for the increase in federal spending that had accelerated the year before. Since then prices of typical baskets of goods have increased about…
What Is Your Social Security Number? The codes that we commonly refer to as our SSAN, EIN or KTN aren’t numbers as much as each is a textual code. In the case of the SSAN the code itself is composed of three separate numerals that once had real meaning. While Cambridge English Dictionary primarily defines…
Ten Commandments for Effective Document Automation These are the two most important rules for effective for document assembly and automation I. Optimize Each Question to Maximize Benefits When creating forms for ourselves or for others we go to great lengths to reduce the total number of Questions to the absolute minimum while editing each to…
. We’ve named the new Artificial Intelligence helper in the Diagnostic Portal our Diagnostic Assistant. We’re starting to think this technology may have a real future helping people filter huge amounts of information to find the specific bits and pieces they’re looking for. Our Diagnostic Assistant is being used by customers every day, is learning…
$4,000 of Free Service? Yes, and worth every penny to us! Since its founding TheFormTool, LLC has offered 100% free service to all of its customers, even the thousands using only the free version of TheFormTool. Our team’s 10,000 service encounters have produced a 99.97% success rate solving the customer’s issue(s) and providing us with…
A huge percentage of our customers also use various levels of math in their Word documents, everything from simple sales tax, to extremely complex risk analytics, financings of all types, appraisals, secondary market debt purchases, and commercial construction quotations to name just a few. The big takeaway, pun intended, is Excel. With any of our…
Pro Bono and the Guardianship Season It was 11 years ago that Jim Calloway, then as now Director of the Oklahoma Bar Association’s Management Assistance Program and Senior Guru of all things legal management, suggested that the soon-to-be formed TheFormTool, LLC seemed to be ideally structured to actively support consumer-oriented pro bono legal services firms.…