Hi Tony,
The upload service is definitely not mandatory. The program generates PDF files which you can email off to your clients or print out. The upload service is used by about 30-40% of our users for multiple reasons.
1. It becomes a marketing tactic to agents. You say to agent: "View all the reports I've done for you for the past 3 years. Reports won't fill up your email inbox or your hard drive. You won't lose them if your computer crashes."
2. You have a place where all your reports are backed up online and you can easily find all your reports. Many guys end up purchasing the upload service soon after their hard drive fails and they lose all their documents. Of course you can get your own hard drive and backup on your own as well!
3. It's easy to deliver. Within the program you click upload report, check if you want the client and/or agent to get a copy and your done. You don't need to jump into your email and send it as an attachment (not that it's all that hard to do though).
I hope this answers your question! If not let me know
