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Thanks Thomas – your suggestions are all valid and have been tried. I think I will make the phone app solution work until Scan snap agrees to recognize this issue and find a solution. My time without a computer while it is rebuilt…is not feasible right now!
Vera – reboots work consistently for me but aren’t really feasible everytime I want to use it.
However since most of my use is for email, I can use my phone app to scan and then email the doc as needed. Takes laptop out of it and works well. Just a work around but worth a try for you!
Anyone else?
I use LastPass and add the few clients that need it as family members. I have a folder for each client and share the folder w my assistant if she needs to be involved. I have also got folders I share w my child, husband and clients. I have the app on my phone and it is available via web browser from anywhere.
Thanks all for your suggestions. I tried several tools and found nothing to brag about. So I made it a searchable PDF and I hope that meets the atty’s needs.
FYI – Victoria, your answer gave me a chuckle. You are exactly right and I would have loved to have had online access. But since it is a fraud investigation, banks and teleco close ranks and will only provide data on paper!
Thanks Katherine – I agree that some oversight is needed. And the ASFP was attempted to make required several years ago but the rollout was poorly done and expensive!
FYI – for anyone interested, I have already completed 5 of the six courses. They were the smaller ones but full of good information as DMMs or as tax preparers.
Thanks Julianne. The one I am looking at is from CEU\ Self Study and includes some interesting topics that apply to us as DMMs as well. Cost is $79 for 18 hrs w exams…https://www.ceselfstudy.com/all-courses/
It was the web access I was referring to, sorry! I have not turned it on yet as it will require separate licenses for any client needing this access and I am finding several banks that do not play nice with the web access…so you are correct, it is not ready!
The way the courts treat conservator banking relationships varies by state. If they require a restricted account, most banks use cashiers checks and require the conservator to present court documents showing court approval for withdrawing funds. In some cases, there is a smaller unrestricted account for which the bank moves money based on a pre-approved budget. That money must be used for the specific items in the budget like utilities and mortgages.
You could assist the client to set things up but I doubt the court would allow you to be delegated the authority for the above role. If client oversteps the delegated authority, they may be removed. I would hold a conference with the atty who represents the incapacitated adults as that person is to protect those people and also should have a clear understanding of what is being delegated and why.
Roxanne,
I did claim my business on google and that was when the calls started. I get several calls a week from SEO types across the country. So there are pros and cons to claiming the business!
I also had issues with Google not recognizing the common name for my bus street address. They wanted to call it “country road #…” instead. Many phone calls later, I gave up! I don’t live in a small town!!!
Signed,
Baffled BettyI look at it this way – if you have two or more people involved who want to be members of AADMM, you join as an agency – there is a cost break associated with the members beyond an individual membership for each.
I have used lastpass for over a year. I have the premium version so I can use it from any device. Further, they just added a family option for no additional cost (promo) – this gives me the ability to provide my new employee access to a delegated portion of my vault. I retain control but she can use for supporting the client base.
For Fiduciary services, I bill by the hour as I typically am answerable to the court and therefore need to itemize. For regular PDMM work, I try to bill a flat fee unless a special project is required where hourly is the only way to go.
Quicken for Mac tends to be a few releases behind and therefore less functionality. I have one client who uses it. All my others allow me to do the work on my machine and I provide monthly reports. I do take my laptop in the few cases where they do not want electronic downloads. Otherwise, I do the downloads and pay bills from my office via my laptop.
Please realize that the MAC version will gain functionality now that Quicken has spin off from Intuit. I hope we see significant changes to both MAC and Windows now where the Intuit focus tended to be on Quickbooks.
