We are prepared to receive files in MS Excel, MS Word, CSV (Comma delimited), or fixed-width formats. These files can be delivered to us via diskette or e-mail, but must be accompanied with complete data layout information. A member of our staff will gladly discuss these options with you if you believe they are or can be made available to you.
Payroll & Census - In some instances a payroll service or department will be able to produce a file which contains the report summarizing the pertinent data for a specific period. It is also often possible for a report produced from an internal Human Resources database to be put into a file that can be transmitted to us.
Investments - If your investments are managed by an independent company or person, it may be possible for the necessary summary reports to be sent to us directly in one of the above approved formats. A member of our staff will gladly discuss this option with you.