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Guardianship Encyclopedia  

System Benefits

  • Created specifically for Guardian / Payeeship Industry
  • Eliminates DOUBLE ENTRY
  • Only ONE program to manage and update
  • Reduced reliance and cost of internal IT department
  • Increases accountability, improved record keeping
  • Increases security
  • Eliminates worry about disaster recovery. Backups done automatically
  • Industry leading Management Innovation delivered to organizations
  • Decrease computer hardware costs
  • Delivered securely over internet
  • Create all needed reports automatically
  • Print all needed checks – either individual accounts or commingled accounts
  • Automatically distribute and calculate interest on accounts
  • Easily reconcile accounts with bank
  • Multiple permission settings
  • Built in security for getting money out of system
  • Case worker access from anywhere
  • Track multiple accounts per client
  • Comprehensive reports – all clients, any timeframe
  • Secure online access using latest authentication and encryption methods
  • Track all contact with clients – phone calls, mailings, time
  • Provide better services to clients
  • Reduce time spent on daily tasks