I just used it for the first time to import broker statements that I combined into one pdf file using Adobe DC. I had to go in and fix a bunch of dates as well as names of stock and it skipped several pages.  I thought at least it would save a little data entry, but when I imported the files, it created hundreds of 1099B's. Now I've not only paid for the import but I have tons of extra work deleting and reentering the information as it should be.  I think there are a few bugs to be worked out yet.