Guardianship Software
Guardianship Software
Software to help Guardians manage their practice and Clients.
Guardianship Management Software
TEKOA’s Guardianship software manages a Guardianship practice and client finances in one easy to use application.
Designed specifically for a Guardianship firm or management agency, give your team effective and easy to use software that tracks time, visits, client notes, and billing while also tracking the income and expenses of multiple clients, in one accounting software system.
TEKOA’s specialized software offers a comprehensive suite of tools to track expenditures, generate reports, monitor budgets, and ensure compliance with regulatory requirements. By streamlining the accounting processes, Legal Guardians can focus on providing the best support for their wards while maintaining accurate financial records.
Guardian Software Features
Manage Guardianship Practice
Guardianship practice management ensures well-being and protection of incapacitated individuals. It requires meticulous record-keeping, financial reporting, and legal compliance. Efficient management involves accurate records, communication, and meeting ward's needs promptly. Dedicated accounting software streamlines workflows, enhances transparency, and upholds ethical standards in managing guardianship cases.
Manage Client Accounting
Master Accounting Software provides Guardians the ability to manage Social Security or Supplemental Security Income benefits for beneficiaries. Budget, allocate and distribute funds for basic needs like food, shelter, and medical care, safeguarding financial well-being and promoting welfare of incapacitated clients.
Manage Guardian Time and Billing
The Time and Billing module from Master Accounting is an essential tool for guardianship firms seeking to optimize their financial operations. By recording employee hours to ensure precise project billing, automating the creation of invoices, minimizing inaccuracies, increasing operational effectiveness, and facilitating planning, this module plays a pivotal role in advancing the Guardian's efficiency and laying the foundation for sustained care and oversight for the disabled community.
Guardianship Financial Reporting
Guardianship financial reporting is a crucial aspect of ensuring accountability and transparency in managing the finances of individuals who are unable to do so themselves. Guardianship Software offers a specialized form of financial reporting and attention to detail so compliance with legal and regulatory requirements is easier.
Manage Guardian Accounting
Guardian Software is the best solution for guardianship practices, streamlining financial responsibilities with its comprehensive and easy to use features. From efficient invoicing to thorough expense tracking, precise budgeting, and reporting, Guardian Software simplifies complex tasks. By offering automated calculations, it not only saves valuable time but also minimizes errors, leading to improved caregiving.
All-In-One Software
Manage a Guardianship practice tracking clients, accounting, essential contacts, time and expenses. Use the same software to also manage the financials of Clients under the care of Guardianship.
Guardianship
Legal guardianship responsibilities encompass a broad range of essential tasks that involve making decisions on behalf of a minor or incapacitated individual in various critical areas such as welfare, education, healthcare, and financial matters.
In their role, a legal guardian is obligated to establish a secure and supportive environment, ensure the ward's essential requirements are adequately met, oversee and manage their assets, and continually act in the best interests of the ward.
Additionally, legal guardians are required to provide regular updates to the court, meticulously document all decisions and financial transactions, obtain court authorization for specific actions, and secure approval for significant changes in the ward's life.
Upholding high ethical standards, safeguarding confidentiality, and being a staunch advocate for the ward's rights are integral components of effectively fulfilling the responsibilities associated with legal guardianship.
TEKOA Software helps Guardians be successful by providing software that supports practice management and client bookkeeping.
Guardianship Client Management
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Stay organized and up to date on care provided to Clients by tracking notes related to their care so understanding what is in the best interest of the Client is straight forward.
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Maintain a complete list of all people that help the Client, including caregivers, facilities, social workers, doctors, etc. and send them updates and information to coordinate the best care possible.
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Keep accurate bookkeeping records of Client finances and generate financial reports. Pay bills, budget money and keep track of the Client’s financial well-being.
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Coordinate meetings, communications and visits for Clients in your care keeping track of tasks and appointments.
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Maintain accurate budgets and expenditures for special needs trust accounts.
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Keep track of the Client’s personal property and inventory.
Guardianship Practice Management
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Maintain copious notes and time entries for oversight guardian tasks.
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Produce detailed invoices for Guardianship services rendered.
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Track unpaid invoices and balances. Pay bills and make budgets. Monitor expenses and print financial reports.
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Stay organized with Guardianship projects that track and bill work activities
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Organize all the people you work with in the community keeping up to date contact information, communications and associations.
TEKOA Software
Stay Organized and provide top quality care.
