Practice management tools – Track time, visits, case notes, and billing across multiple clients or wards in one unified system.

Client accounting – Record income, expenses, and benefits for each client, including Social Security or trust fund management.

Financial reporting – Generate detailed ledgers, summaries, and budget reports suitable for annual accountings or audits.

Scheduling and reminders – Manage appointments, tasks, and deadlines for each guardian or staff member to stay compliant.

Timekeeping and invoicing – Log billable hours, create invoices, and monitor payments tied to each case or client.

Budgeting and fund allocation – Plan and allocate funds for essential needs such as housing, care, and medical expenses.

Contact and case management – Maintain contact lists for clients, caregivers, facilities, and professionals within each file.

Personal inventory tracking – Document and manage client property, assets, and valuables for insurance and reporting.

Multi-client dashboard – View practice-wide data including financial summaries, active cases, and pending reports at a glance.

Secure data environment – Role-based access protects sensitive financial and personal records within the organization.

Automated calculations – Reduce manual data entry and minimize errors in expense tracking, reconciliations, and reports.

Compliance and audit support – Produce clear, traceable records for court, agency, or internal review.

Implementation and user support – Professional onboarding, configuration assistance, and training resources available from Tekoa.