Automate Your Transactions
How It Works
1. NACHA File
Deposit comes in from Treasury and sent directly to your clients accounts.
2. Set Client's Budget
Transactions can be set up monthly, weekly or any day of the month, depending on your clients needs.
3. Extra Funds Requested
If a client calls for extra funds. A user-friendly code will generate a transaction. Error free guaranteed!
4. Star Adjustment Program
Clients short on funds for the month. The Star Adjustment program will automate the start date of the transaction to the first of the next month.
5. Receipt of Payment
Summary checks and ACH deposits can be generated for vendors. Emails can be automated sending receipt of payment.
What the Software Has to Offer
Have a Controlled Environment
All-In-One Approach
Anyone of your employees anwsering the phone will be able to anwser questions the client may have.
How is This Done
- Software that is easy to use.
- Social Secruity letters and any other important massage can be kept on the F2 screen.
- Notices can be left on the main screen to notify employee of important actions needed.
- Answers to the paperwork can be crossed checked on the client's account.
- Up-to-date information so you can get fast access to balances, transactions and reports.
- Be able to pinpoint an issue
- Data and insights at your fingertips.
Bring a better quality of life to your clients.
Give Your Clients Freedom
Clients can have a pre-loaded debit card. This debit card will work like just like any other debit card with some additional benefits.
- All Point ATMs will allow the client to get cash without any fees.
- Fraud watches and spending monitors are available.
- Transaction reports, Blocked transaction reports and Monthly statements are available.
- Clients will have the ability to check their balance on their card during hours you are not in operation.
Take Control of Your Time
100% accuarte reports. Be able to complete reports smoothly with no concerns.
Have the ability to notify Soical Security of their discrepancies.
Bring sustainablity to your bunisess with paperless reports. Reports can be sent directly to your email.
*** The picture on the left is data from RPs being completed with RPAS software.
Process
- Report is sent to your email.
- Numbers are checked.
- Numbers are inputted on to the report.
- Numbers are doubled checked.
- Report is submitted.
- Notes are left on clients account.
- Report document is saved.
Have Stress Free Audits
Your data will be backed up from day one.
This will allow you to pull information dating back to when you first started using the software for any client you my have.
Up-to-date information so you can get fast access to balances, transactions and reports.
30 years of knowledge put into the software to make it incomparable to the competition.
