Save time and grow your client base.
AccuFund’s Representative Payee software is ideal for organizations that manage multiple custodial/trust accounts. While our standard edition is appropriate for most representative payee organizations, we also offer a professional edition for larger organizations that need to control access to client/patient accounts by region or facility.
Through robust reporting, automation, and fully auditable workflows, AccuFund delivers valuable tools designed to strengthen your relationships.
Here are just some of the capabilities that make AccuFund a trusted partner to representative payee organizations nationwide:
- Combine individual accounts into one or more physical bank accounts
- Manage client balances separately and generate individual client statements
- Generate Revenue, Expense, and Balance Sheets for each client, showing all activity and current balances,
- Set controls to prevent overspending
- Automate the process of receiving cash from the bank and applying it to individual client accounts
- Reduce repetitive entry by setting up recurring cash receipts for monthly support payments
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