Case Study: Imagine the Possibilities achieves major time savings and scalable Representative Payee management with AccuFund

AccuFund’s Rep Payee Solution Is Even Better than this Agency Imagined

Imagine the Possibilities, Inc., a Maquoketa, Iowa nonprofit serving about 450 people with disabilities and employing 521 staff, provides community-based employment and residential services and manages financials for 240 clients as representative payee. The agency struggled with a previous vendor that would not provide hands‑on support or customizable reports needed for Social Security audits, forcing time‑consuming manual work to produce required monthly and annual documentation.

Implementing AccuFund’s Representative Payee solution through reseller NFP Solutions gave the agency customizable, audit‑ready reports and automated bank and debit‑card processes. Tasks that once took hours or days—an annual payee report now runs in five minutes, and importing 240 client deposits that used to take two people 8–10 hours now takes about five minutes—saving staff time, eliminating check printing and distribution, improving site-level access to resident financials, and enabling the agency to grow and better serve more clients.

Imagine the Possibilities

Mary Bartels

Representative Payee Director