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Hi Jeremy,
I did some rep payee work through Easter Seals. I was insured through them. When they lost their program grant I found it cost-prohibitive to continue on my own. So I would venture that PACE is liable, but I’m not sure that excludes you if you are doing it for hire through your business and not as a ‘personal’ volunteer like I was.Todd,
I have served as a Rep Payee on a volunteer basis, through Easter Seals. they provided the insurance coverage. When they lost their state grant, I inquired as to continuing the service on my own. It would have doubled my rate, so I elected to discontinue.I am also a Last Pass fan. I will just add to Cari’s note that any password you save in Lastpass is yours. You can either choose to share a folder of passwords with a client, or the client can have their own Lastpass account and maintain their own set of passwords independently (obviously, letting you know if something changes for a given site).
I also put it in my contract that I do this.
Janis
Tsheets is pricey unless you are an accountant and have people to refer to.
I’m going to try Big Time. I like that it lets you add notes right in the Android app. and is real-time. Tight QBO integration.
We’ll see! $5.60/mo per user if paid annually. 60 day trial.T-sheets is the app that works with QBO. I don’t believe it is free.
I’ve been using Time Doctor. It’s ok but I’d also be interested in hearing what others like.I use PipeDrive. It’s very graphical/visual. Set up your own pipelines & stages. Enter comments, add custom fields, link to Google, or just about anything with Zapier. $9/mo I think (and full disclosure, if I refer you I think we both get a credit). InfusionSoft is the Cadillac of the genre but runs $300/mo or so.
