Documentation

Guides, tutorials, and resources to help you get the most out of LCO Software

🏠

Gateway CMS

Complete case management documentation

Getting Started Guide Client Management Custom Forms Reporting
🎁

Toy Drive Pro

Christmas program management

Initial Setup Application Processing Distribution Day Reports & Analytics
🙋

vHours

Volunteer management system

Volunteer Registration Hour Tracking Offline Mode Credential Management
🥫

PantryBoss

Food pantry management

Client Registration Inventory Tracking Distribution USDA Reporting
💰

DonorBoss

Donor relationship management

Donor Profiles Donation Tracking Acknowledgments Campaign Management
📋

GrantBoss

Grant management system

Grant Lifecycle Budget Tracking Deadline Alerts Compliance Reports
📞

AssistIQ

IVR & voice services

IVR Flow Setup Appointment Scheduling Status Lookups Multi-Language
🧭

Compass

Resource referral system

Resource Directory Making Referrals Tracking Outcomes Partner Integration
📅

VITA Scheduling

Tax prep appointments

Site Setup Online Booking Reminder System Season Reports

Quick Start Guide

1

Request Access

Contact us to set up your organization account

2

Initial Setup

Configure your organization settings and users

3

Import Data

Migrate existing data from spreadsheets or other systems

4

Go Live

Start using the system with ongoing support

Need More Help?

Can't find what you're looking for? Our support team is here to help.

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