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AIM, Guardianship Management System

AIM is a robust, feature rich system, designed and built with leaders in the Guardianship and Advocacy field.

Deliver industry leading client services

• - Improve speed & accuracy of your operations. Get more done then you thought possible.
• - Quality analysis of your business available at your fingertips
• - Full remote functionality ... work from anywhere, even without an internet connection
• - Save time and money by sending & receiving batch ACH payments monthly
• - Eliminate those "lost hours" that get forgotten and never billed

One Entry
Never enter the same information after the first time. Data is automatically transferred throughout the system as needed.

Document Scanner Integration
Single click scans documents into electronic records for any client.

Automated Receipt of ACH Income
The system automatically creates receipt of all ACH income into the proper client accounts. Eliminates manual effort and associated errors.

ACH Payments of Bills for Vendors
Identify vendors as accepting ACH payments and create single payment ACH files for hundreds of payments at a time. On an ongoing basis, eliminate costs for check printing and postage.

Check Printer Integration
System prints checks directly from bills. And checks can be printed on tri-fold pressure sealing paper to eliminate manual effort for check stuffing into envelopes.

Check Security
Security is provided in the check printing, bill creation, journal entry, and fund management processes. Access to menus and data, as well as overall access to specific staff members is limited for greater security. These controls and many automatic cross-checks help AIM to prevent any single user from having the ability to misuse client funds.

User Created Statistics and Reports
Create any report you want by using a variety of date ranges and filters to review client and company data (without any specialized development costs or data pull costs).

Complete Data Collection
All data is maintained in the system. There is no archiving or summarizing of client activities.

REMOTE Data Access & Updates Without Internet Connection
(Case worker has access to review/update information at any location)
All information can be accessed during session not connected to the network or internet. All data and application updates automatically synchronize any time the system is reconnected to the network.

Up-To-Date Court Forms
Automatically print court forms from the system. Minimize your manual efforts.

Accounting Data For Each Client
Generates traditional accounting reports for every client and for any time period ... data is readily available at your fingertips.

Paperless
Information can be viewed in multiple, customizable ways, Every record contains an audit trail to attach other documents (Word, Excel, photos, etc.).

Open Operations
Pertinent information, reports, statistics, etc is available across your entire organization supporting optimum team productivity.

Batch Checks
Checks are consolidated to a single amount per vendor to eliminate additional handling, postage, and check printing costs.

No Month-End Processing
Never worry about closing the month or losing monthly data that was stored as a total. The system never requires a closing of any month or fiscal period because it is always current.

1099 Data
Generate 1099 E-Z or 1099 INT forms for clients and 1099s for vendors.