Reliability

Each client's balances are managed and can be reported separately on a client statement.

A revenue and expense and a balance sheet can be generated for each client showing all of their activity and current balances.

Control is provided to stop from over-spending client's accounts.

Setup recurring cash receipts for monthly support payments to reduce entry.

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Client Information

 
• Basic Client Information 
• Client Demographics
• Case Notes 
• Asset Tracking
• Event Tracking 
  Contacts
  Document Linking 
  Impairments 
• Test Scores
  Photo

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Mass Checking Account

Transactions – by Client, Date, Type Client

Budgets and Balances

Income and Expense Graphs

Case Notes and Statistics

Vendor Transactions

Account Manager Statistics

Over 90 reports with multiple variations

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Proper Planning

Automated social security deposits and reporting requirements.

Up-to-date information at your fingertips so you can get fast access to balances, transactions and reports.

Recurring Payments and Deposits

Check and Deposit Entry

Batch Checks to Vendors and Clients

Reconcile Your Bank Account

Mass and Individual Accounts

Interest Allocation

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