Shelly Wieland

The best investment we made for our business is our software, RPM (Representative Payee Manager). Our software is specifically designed for our kind of business, and even though the initial investment was large, we could not do our work without the software and the computers.


Shelly Wieland is the Director with Guardian Angel Life Services, Inc

Tim Weidner

RPM has really helped the Freestore Foodbank streamline our Payee program so we can spend more time with our customers and less time on accounting.  We used to have 600 individual checking accounts for our customers but thanks to RPM, now we have one consolidated account.  Before RPM, we had six people come in for an hour or two and check our bank accounts online for deposits on the first and third of the month.  Now with RPM’s bank import feature, one person simply imports all the deposits right into RPM and not have to worry about any inaccuracies.  Our customer’s wait time has really been reduced because we know they have the funds in their account and funds can be disbursed.  We are now also able to electronically transmit funds to landlords and other vendors very easily.  No more lost checks in the mail!  We even setup savings accounts for individual customers and electronically transfer funds using RPM so they do not have to travel downtown to get their weekly check.  RPM does a great job tracking and reporting all this.  We love their thorough software documentation and new updates that come out twice a year.

The Freestore Foodbank is a social services organization serving 20 counties throughout Ohio, Kentucky, and Indiana.  We have one of the largest Representative Payee programs in Cincinnati serving nearly 600 individuals who need Payee services.

Tim Weidner is the CFO with Freestore Foodbank

Janet Kimmel

We have been using RPM for approximately one year and have been impressed with the efficiency of the program.  It has enabled our office to better serve our clients and to track statistics much more easily than we could before.  Also, the support we have received in implementing this program has been phenomenal.  Whenever we have had any problems or concerns, Complete Computer Solutions has been more than willing to help us work through them.  They helped make the transition as smooth as possible.  I would recommend this program to other agencies who provide protective payee services.

Janet Kimmel is the Office Manager with Scott County Community Services Department

Cheryl Dyer

Lane County Mental Health has used RPM since December 2002.  We currently manage funds for 150 clients.  RPM is user-friendly, therefore we are able to have the software installed on each of the clinicians’ PC so they have view only access to their clients’ accounts.  Complete Computer Solutions solicits feedback from all users each year so that they are able to incorporate users’ suggestions into the annual updates.

The software that we were previously using was cumbersome and quite expensive.  By the luck of the draw, we have been selected the past three years for Social Security audits.  We have passed with flying colors and the auditors are very impressed with our recordkeeping.

Cheryl Dyer is the Fiscal Services with Lane County Health & Human Services

Renee Hynes

A search on the Internet turned me to RPM software.  After researching many options I decided on Representative Payee Manager because it is made specifically for representative payee services.  RPM has everything we are looking for and much more. Many parts can be customized to fit individual agency needs.  There are many reporting and setup options; and the authorized payment module has made our job so much more efficient, organized, and accurate.  RPM has made payee reporting to the Social Security Administration as simple as pointing, clicking, and typing in a date range.  Wow!  Did we save time!

RPM software is one of the most user-friendly software packages I have worked with. In fact, after reading the manual, which is easily understood, I taught myself to use it and trained staff.  I contacted technical support several times while learning and each time I received prompt, courteous, and respectful service.  Even today when I need to contact RPM support, which is not often, they reply in the same day.  The updates to RPM are improvements that continue to make the software more efficient and friendly to use.  We have been using RPM for almost 4 years now and continue to be very pleased with what it has to offer.

Renee Hynes is with Mainstream Living, Inc.

Cheryl Roush

Southeast, Inc. is one of Franklin County’s largest behavioral healthcare organizations which in addition to its many programs offers a Representative Payee program for its clients who receive Social Security and other government benefits. The program currently processes for an estimated 400 clients in two (2) different locations throughout the State of Ohio.

For several years we struggled with a regular accounting system to handle our growing program and it was just not adequate. It did not fit the needs of our clients nor could it handle the hundreds – I should say thousands of transactions we processed. We not only process daily requests for each client, but process recurring disbursements weekly, bi-weekly, monthly, and bi-monthly for housing, food, client bills, personal spending, etc.

Knowing there had to be something out there, we browsed the internet one day – and to our good fortune found RPM.  I’m sure I can never justify fully the way we feel about this system. We love it and so do our clients!

The set-up is so easy it requires virtually no training.  We did the whole set up through phone contact with the support line only. It took us only thirty (30) days to get the system loaded with our information, set up our payables, and begin processing. What a seamless transition!

Transactions take hardly any time; everything is just a “click” away! The reports are so user friendly we can easily review our clients’ accounts with them; and the detail is at a level they can understand! They can 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!

Reports are really unlimited. This system is highly flexible. Information can easily be imported to the system in some cases and exported to Excel for further use in others. Our local Social Security office loves the way we are able to capture information necessary for quarterly and annual reporting. The bank reconciliation process is one of the smoothest I have ever seen!

I could go on and on about how thrilled we are with RPM!  And, although we hardly ever call them, the RPM staff is great!  They are always nearby if you need them.

My boss says enough already – just tell the people, Southeast says RPM Rocks!  If you have a Representative Payee Program, you need RPM!

Thanks so much to RPM and Staff!

Cheryl Roush is the Director of Finance with Southeast, Inc.

Bob Crooks

Genesis Area Development is Texas’ largest fee for services payee organization currently serving nearly 400 clients in Texas, New York, Arizona, New Mexico, Georgia, and Iowa. We’ve provided payee services for 6 years.

When we first started we used a consumer level accounting program, and wrote checks by hand from each client’s checkbook. When we passed the 100 client mark we upgraded to the next level accounting program, and added software that enabled us to print checks on blank check stock. The two programs were an improvement over the hand written process but still very time consuming.

As with so many others we discovered RPM through an internet search. At that point we had around 200 clients and would spend a full day printing checks. After calls to some of the other RPM users we jumped on board. Since that time this amazing software has allowed us to effortlessly increase our client base by nearly 200 additional accounts. Each of our clients has their own bank account. This is where RPM truly shines. We are able to track client expenses, history, and a wide range of personal information in one software application. When we process checks for the next month we are able to print over 4,000 checks in one pass within 20-30 minutes.

Whether you serve 10 or 1,000 this is absolutely the software you need.

Bob Crooks is the President/CEO with Genesis Area Development / Phileo Corp.