Best Human Services Software for QuickBooks Online

FAMCare makes case management easier and helps improve the outcomes for your clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. For reporting and data analysis, powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.

GiveLife365: Empowering Nonprofits with Smart CRM Solutions Managing key relationships—donors, volunteers, events, and cases—shouldn't hold back your nonprofit’s mission. GiveLife365 is a cloud-based CRM designed specifically for nonprofits, helping you streamline processes, enhance engagement, and track meaningful results, all in one platform. ✨ Why Choose GiveLife365? 💙 Donor Management – Effortlessly track donor interactions, automate receipts, and simplify fundraising 🙌 Volunteer Management – Easily recruit, schedule, and acknowledge volunteers. 🎟️ Seamless Event Handling – Promote events, manage registrations, and monitor attendance. 🔗 Simplified Memberships – Automate renewals, integrate marketing tools, and streamline payments. 📊 Real-Time Impact – Gain actionable insights with real-time reports and dashboards. 🌍 Revolutionize your nonprofit’s operations! Book a demo now and experience how GiveLife365 can drive greater impact and efficiency.

Sumac is customizable, secure case management software built specifically for nonprofits. From intake to reporting, Sumac helps human and social service organizations streamline operations, deliver high-quality client care, and manage programs efficiently—all in one place. Whether you're serving families, managing a shelter, coordinating volunteers, or running health programs, Sumac adapts to your unique workflows. It offers web-based client intake forms, digital signatures, and a mobile-friendly Case Portal, so staff can access and update client information from anywhere. Sumac’s modular design makes it more than just case management software. You can expand it into a full nonprofit CRM by adding extensions for donations, volunteers, memberships, grant management, and more. It’s scalable, so you only pay for what you need. Built-in email marketing means you can send personalized or bulk communications without relying on external platforms. And with robust, customizable reporting, Sumac helps you track outcomes, satisfy funders, and inform board decisions. Data privacy and security are core features. Sumac is HIPAA & PIPEDA compliant, with encrypted storage, secure hosting, and role-based access control to protect sensitive client data. Best of all, free, top-rated live support is always included, so your team never faces technical challenges alone. Trusted by nonprofits for over 30 years, Sumac empowers organizations to serve clients better, eliminate data silos, and grow their mission with confidence.

Casebook is a provider of configurable software solutions for human services. We acknowledge the unique needs and requirements of each human services organization, be it a social services agency or a community services nonprofit. Our all-encompassing cloud-based solution is meticulously developed to streamline operations throughout the entire process, from intake to reporting. What sets Casebook apart from generic information management software is its tailored approach, specifically catering to the distinct needs of human services professionals. Through close collaboration with industry experts, we have ensured that our platform effectively addresses the critical aspects of data management and daily reporting that you heavily rely on. By choosing Casebook as your trusted companion for human services software, you unlock a platform that goes beyond expectations, enhancing service delivery and reporting while optimizing your organization's overall efficiency. We encourage you to reach out to us today for a deeper understanding of how Casebook can revolutionize your human services operations. Contact us to learn more about our purpose-built platform and our scalable per user pricing options.

MYP ensures that your business remains active and productive. We dedicate ourselves to enable you to focus on meaningful work. Our platform is designed with a strong emphasis on community, the NDIS, health, aged care, and education sectors. We are devoted to fostering an atmosphere where our vision and values are the foundation of all our efforts. At the heart of our mission is a relentless pursuit to offer our subscribers the most advanced and high-quality solutions available. Our primary goal is to provide innovative software solutions that cater to the needs of community care providers. With our distinct platform, you gain access to an all-encompassing solution tailored for service providers, plan managers, support coordinators, and allied health professionals. By utilizing a comprehensive suite of business tools within a single platform, you can minimize manual tasks and optimize your administrative processes. Our software for NDIS and HCP empowers you to enhance efficiency in time management and workflow, enabling you to deepen your client relationships, maintain accurate records, and effectively organize your rosters and timesheets. Ultimately, we aim to simplify your operations while enhancing the quality of care you provide.

Our foster care software is specifically crafted with your needs in consideration. For over two decades, extendedReach has remained the leading choice for intuitive case management software tailored for contemporary social service organizations. With extensive knowledge of the social services landscape, we designed extendedReach to align with your current practices seamlessly. Utilize your established checklists, documents, policies, and workflows, empowering them with technology to boost efficiency by simplifying your processes. Notable features include: - Access information anytime, anywhere - Precise billing solutions - Integrated compliance checklists - Fast signature collection - Custom form creation - Elimination of departmental silos - Transition from cumbersome paperwork to a fully digital environment! Visit our website to explore the full range of features we offer. Additionally, our software is committed to evolving with your organization to better serve your community's needs.

SETWorks is a leading Electronic Health Record (EHR) and case management platform built specifically for organizations that support people with disabilities. SETWorks unifies service delivery, documentation, billing, and reporting in one secure, cloud-based system. Core functionality includes customizable workflows, real-time data tracking, goal and outcome management, electronic visit verification (EVV), and powerful analytics that help agencies make data-informed decisions. With SETWorks AI, agencies can further streamline operations by improving accuracy, reducing administrative effort, and ensuring compliance across every level of the organization. These intelligent tools help staff save time and focus more on the people they serve, rather than paperwork. Headquartered in Kansas City, Missouri, our entire team is U.S.-based, offering responsive, knowledgeable support and a deep understanding of the complex requirements faced by disability service agencies. What makes us different: SETWorks is purpose-built for disability service providers — not retrofitted from other industries. This specialization allows us to meet the unique compliance, billing, and reporting needs of organizations providing over 8K unique service lines across the U.S.. SETWorks empowers agencies to simplify documentation, strengthen data integrity, and enhance compliance while enabling data-driven decision-making. With the addition of SETWorks AI, providers gain even greater efficiency and consistency across workflows, freeing staff to focus on delivering person-centered, impactful services. Our HIPAA-compliant platform, supported entirely by a U.S.-based team, combines innovation, reliability, and deep industry expertise — helping organizations deliver better outcomes.

The cloud-based NDIS software effectively connects support workers, participants, and families with providers, enhancing their teams through extensive training and onboarding solutions suitable for all types and sizes of NDIS providers. As your ultimate choice for a comprehensive end-to-end NDIS solution, it is seamlessly integrated and automated with third-party applications. You can maintain complete control over every aspect of your NDIS Provider Business, from scheduling and rostering to incident reporting, document management, and adhering to regulatory requirements. Participants can easily request care through their personalized app, while the system automates the handling of their personal information, budget options, support calendar, and other essential details. With more than 100 frequently utilized software features, alongside a variety of tailored solutions and customizations for providers, you can trust that your needs will be expertly met. This innovative approach not only streamlines processes but also ensures a higher quality of care and support for all involved.