Guardian / Payee Services Software

A secure solution for guiding vulnerable people's affairs

  • What is Exact?

    We are software for professional Guardianship, Trustee, Representative Payee and Daily Money Manager fiduciaries. Your annual subscription to our cloud-based servers is all you need.

    • Easy

      Simple to use, with customizable on-line help.

    • Cost Effective

      No up-front costs or new hardware required.

    • Secure

      Your data is encrypted while at rest and in motion.

    • Flexible

      Work where and when you want.

  • iPad Image
  • iPad Image
  • Say hello

    Take control with the tools you need to keep your business running smoothly.

    • Manage

      For agencies large and small, Exact helps you distribute workload across multiple staff.

    • Protect

      Keep your client's money safe with built-in overrides, alerts and segregation of responsibilities.

    • Get Paid

      Track time, billing and expenses. Create invoices and collect fees with few clicks.

    • Scale Up

      We can help you grow your staff and client base with confidence that everything is under control.

Our features


    Set up is easy. We help with a straight-forward, guided interview to get you started working right away. Customizable to meet your business needs.


    Stay organized and in control with complete Case and Finance Management. Be ready for SSA audits and courts with complete, accurate and easy to read records.


    Any time, anywhere access with your internet-connected device. Track time, billing, expenses and case notes in real-time.


    Don't sweat the small stuff. Exact alerts you to problems, issues and reminders about your clients, and you decide the rules.


    Exact provides you with case management tools and consolidated views to your client information.


    Your data is encrypted, at rest and in motion, and backed up everyday. System access is controlled with strong passwords, password expiration, reset and challenge questions.

Frequently asked questions

If you have other questions or issues, please contact us.

  • Do you back up my data?

    Yes. In addition to always maintaining copies of your data, we automatically back up your updated data every day. It's stored on firewall protected, redundant servers so your data is safe from hardware and software failures, hackers and viruses. Because we update your records with every change, we cannot restore your file to a previous point in time.

  • How safe is it to send my data over the internet?

    Exact uses the same technology used by on-line banks and brokerages to transmit your private data over the internet.

  • What happens if my internet access is down?

    If your internet connection at your current location is down you won't be able to access Exact. But, you can still access your books from any computer with an internet connection. It may be a hassle, but you can go to the local library or coffee shop that has Internet access available while your Internet connection is being restored.

  • What is included in the subscription?

    Exact includes: Full use of the features of your particular version of Exact, automatic upgrades to your selected version at no extra cost and secure storage of your data. You can add optional features at any time for an additional monthly fee.

  • What is the start-up interview?

    The start-up interview is a series of questions about your business and how you operate it. Your answers allow us to personalize Exact for the way you work. It takes about 5-10 minutes to complete the interview and get started entering your data.

  • What are the system requirements for Exact?

    We recommend a high-speed Internet connection, such as DSL or cable modem. You are welcome to try a slower connection, but it will take you a lot longer to get things done. The minimum system requirements can be found here:

  • How do I start?

    We're glad you asked! Once you choose your solution you will begin a short start-up interview which will customize Exact for your business.

  • How much does it cost?

    Cost depends on the version and the length of your subscription, but in general the subscriptions are priced at a very low competitive cost.

  • Technical requirements

    You get any time, anywhere access from your internet-connected device, using Internet Explorer 10 (or higher), Chrome or Safari.

  • Software

    Exact runs in the cloud, and requires a device with a browser and a connection to the internet. The faster, the better.

  • Check printing

    To print checks, you need a MICR printer and the appropriate check stock. We'll help to define your needs and make recommendations.

  • Report templates

    Creating custom templates, for agency-specific forms and reports, requires Microsoft Word 2010 or higher.

Ready to get started?

Reinvent your business and watch it grow with Exact. Increase productivity, automate work and reduce costs.

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