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Posted

We want to start sending our reports electronically and we are looking for a nice software package that will help us create slick reports using the output from ASC and adding in some verbiage.  Anyone using anything commercially available out there?

Posted

Given the fact that 99% of clients don't read reports, or anything else TPAs send, just save as adobe and attach to an email. Done. 

Posted

Yes, we use Adobe - but we're looking for a turnkey type product - something along the lines of drag and drop files into buckets that will then become part of the report with table of contents.   

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