TaskPerfect for Educational Institutions

TaskPerfect is a powerful case management platform that helps educational institutions improve their student debt collections and streamline internal processes.

From tracking student fees to coordinating communication between departments, TaskPerfect enables your team to collect more with less effort—while offering a modern, user-friendly experience for staff and students alike.

Case Management Built for Campus Needs

Whether you're managing tuition delinquency, tracking receivables, or coordinating student support services, TaskPerfect brings structure and clarity to every step of your workflow. With organized screens, customizable forms, and intuitive tools, your team can manage student debt and campus-wide case tasks more efficiently than ever before. From maintaining student records and monitoring outstanding fees to delivering responsive support services, TaskPerfect is trusted by institutions like Michigan State University to streamline operations and improve outcomes across departments.

Designed for Student Debt Collection

TaskPerfect simplifies the management of overdue student accounts by combining visual tools, real-time reporting, and flexible scheduling options. Easily store and search records by Student ID, schedule automatic payments, handle returned checks, and forward accounts to external agencies when necessary—all from one platform.

Features include:

• Secure storage of student information using your own Student ID system
• ACH & EFT payment scheduling for debt repayment
• Prorated payment handling and manual overrides
• Real-time balance change tracking and fee additions
• One-click handling of returned payments (NSFs)
• Centralized view of all outstanding debts for each student
• Automatic forwarding to external collections with tracking
• Internal tracking for payments received post-referral

Collaboration Across Departments

TaskPerfect ensures institution-wide visibility into the status of student accounts and support cases.

Through web access, email alerts, and data linking, departments such as finance, registrar, and student services can all stay aligned.

Features include:

• Data export to campus systems to flag holds or prevent registration
• Real-time email alerts for key events like payments
• Web interface for internal department use
• Integration with institutional platforms like Kuali Financial System (KFS)

Deep Integration with Kuali Financial System

TaskPerfect integrates with KFS through:

• Account Number-based creditor searches
• Report generation using KFS filters (e.g., Object Code)
• Import of student receivables files from KFS
• Export of distribution reports back to KFS

Custom Letters, Reports & Communication

Generate tailored letters and reports using Microsoft tools. TaskPerfect allows your collections or administrative staff to communicate clearly and consistently with students and stakeholders.

Features include:

• Built-in reports for activity tracking
• Custom reports using Microsoft development tools
• Reusable letter templates created in Microsoft Word

AI-Powered Tools for Smarter Campus Operations

TaskPerfect enhances the student experience and institutional efficiency with built-in AI features that reduce manual work and improve decision-making across departments. Powered by Google Gemini, our AI tools support administrative and financial teams in managing high volumes of data with speed and accuracy.

From transcribing student support calls to summarizing financial aid documents, TaskPerfect’s AI capabilities help your institution focus on what matters most—serving students effectively.

Examples of what AI can do:

• Call Transcription & Analysis: Automatically transcribe phone calls between students and staff. The AI distinguishes speakers, generates accurate transcripts, and enables performance reviews or query-based analysis—all within the system.
• Smart Document Recognition & Processing: Upload scanned financial forms, enrollment letters, or payment agreements—TaskPerfect identifies the type of document, extracts the relevant data, and can trigger updates or workflows based on the content.
• AI-Powered Summarization: Quickly summarize long policy documents, student appeals, or financial aid paperwork. Even PDFs and scanned images are processed in seconds for easier review and faster responses.
• Multi-Document Queries & Comparisons: Ask TaskPerfect’s AI to find specific information across multiple files. For example:
  “Which document includes Jane Doe’s financial aid award?”
  “What were the changes between last year’s policy and the new one?”
• Institutional Knowledge Base Support: Add your internal documents—student conduct policies, FERPA guidelines, financial aid procedures—and use AI to answer questions with context.
  “Does this student appeal meet the criteria outlined in our refund policy?”

These AI tools are built into TaskPerfect’s platform, making it easy for universities, colleges, and technical schools to improve accuracy, reduce delays, and support students more efficiently.

Why Educational Institutions Choose TaskPerfect

TaskPerfect is built to scale effortlessly—from small community colleges to large public universities—adapting to the unique needs of each institution. It empowers your team with robust case tracking, efficient fee recovery, and seamless cross-department collaboration, all while supporting a professional, compliant, and student-centered environment.

Trusted by leading institutions, including Michigan State University.

Simplify student services. Boost collection performance. Empower your campus with TaskPerfect.