I am a single person doing Rep Payee services and limited case management for my clients. I CANNOT IMAGINE trying to handle this case load without RPM. I have used Microsoft Money (no longer available), QuickBooks, Excel, and by hand accounting. RPM was designed for the Rep Payee and it is PERFECT! I love this system!!! I can provide each client with a personalized touch to their money and give them the information they want at the click of a button. Reports are easy to pull and make reporting to SSA a breeze!

Anyone who wants to be a Representative Payee for one person or a million, RPM is the way to go!

All In Fiduciary Services

RPM customer since 2017

Our organization started using RPM almost 3 years ago to track our payee clients. We have been so happy with this decision. Prior to this we were using excel and while that was better than doing it by hand RPM is vastly improved. We can pull reports with ease to give to our clients and for statistical usage when applying for insurance etc.

It is very user friendly and doesn’t need a lot of training if you are used to using any kind of accounting software.

The tech support is great! We ask a question and generally have an email reply within 24 hours. They are also receptive to additional ideas for improvement on reporting and are continually updating and improving the software based on recommendations from those of us who use the software.

I would definitely recommend to any company to try using RPM to streamline your payee operations.

Guardians Of Northeast Iowa Inc

RPM customer since 2020

RPM has been a great addition to our Representative Payee program!  The software is easy to use and has greatly increased our efficiency with managing our clients’ finances.  The reporting features have been very helpful in increasing accountability and communication with clients, vendors and community partners.  We are so pleased to have made the change to the RPM software!

Family Service Association

RPM customer since 2021

Our Agency has been using the Representative Payee Management (RPM) program for approximately 12 years.

The software is user friendly and allows us to easily track the information we need to report to the Social Security Administration and manage funds accurately for the individuals we serve. We especially appreciate the budgeting and scheduling capabilities as well as the recently updated procedure for running statements. These features along with many more within RPM allow our staff to work effectively and efficiently.  Also, Complete Computer Solutions offers great support with quick response and I appreciate their willingness to listen to user concerns and modify the program as needs arise.

We would definitely recommend RPM to any Representative Payee Program.

Midstate Independent Living Choices, Inc.

RPM customer since 2009

RPM makes accounting and all payeeship duties so much more simple. Annual accounting is quick and accurate with the various reports you can find with a simple click. Since switching to RPM, my organization was able to double our caseload with ease. Reconciliations have never been easier. The system even tracks address changes for easy reporting. I am confident that my organization could serve double what it is now and still manage the workload effectively with the help of RPM’s software.

Stilwell Payee Services

RPM customer since 2018

RPM has been a blessing to our work.  It is the first software we have found that is geared toward a payee program and due to that it gives us time to focus on our clients.  The user-friendly software helps us to track financials, case notes and find things from our history very quickly.  The ease of reports helps us to gather information to share across our organization and our staff does not waste time mining information from the system.  Without RPM we could not care for our clients the way we do today.

Big Sky Senior Services

RPM customer since 2016

We transitioned to RPM from a multi program in house modified accounting software a year and a half ago. We were considering 3 different software programs and ultimately decided on RPM because it brought everything we wanted into 1 system and felt so personalized for our type of work. Our old software was very time consuming with manual entries and 2 different systems where we had to send out for our checks to be printed. RPM changed our processes for the better where we can print our own checks and have easier access to all the client information on one screen. RPM allowed us to manage our client base seamlessly. We have anywhere from 120-150 clients and that number keeps rising. Because of RPM we won’t have to put a limit on how many clients we can handle. The demo was fantastic and allowed us to really be able to explore everything RPM had to offer and allowed us to be able to ask the questions we were unsure about before purchasing. We haven’t had to call for support yet because the user manual is so easy to read and helpful that any questions we had have been answered by the manual. RPM has been a real game changer for our department and we have been thrilled with everything RPM has had to offer!

Genesee County Dept Of Social Services

RPM customer since 2019

The Arc of New Mexico Rep Payee Program has been using RPM since 2008. The RPM Program is easy to use and train new employee’s on. The reports that the RPM program generates satisfies Social Security, Income Support Division, and Judges requirements as it covers everything in detail. The program has a “user friendly” layout. Complete Computer Solutions staff are very responsive to emails and calls. This program is amazing.

Rep Payee Program Manager – The Arc of New Mexico

RPM customer since 2008

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