RPM really streamlines our Payee program. We have 150+ clients and I cannot imagine dealing with individual checking accounts for our customers. Thanks to RPM, we have one consolidated account.
RPM enables us to track statistics very easily. It has made payee reporting to the Social Security Administration as simple as pointing, clicking, and typing in a date range.
The reports are also very user friendly. We can easily view our client’s accounts; easily see the transactions, a running balance of the activity on their account, and a summary of their various expenditures – detailed to any level you want.
Another stand out feature is the bank reconciliation process. The software makes this process very simple.
I would recommend this program to other agencies who provide payee services without hesitation!
Representative Payee Associate – Hope Haven
RPM customer since 2012