What Iso takes on
Iso works through ready-made jobs that your family adjusts to its own accounts, rules and routines. Anything else you ask, Iso researches and drafts, and your contact on our team can take it further.
For your parents
Health admin.
Prescription refills, appointments, insurance statements checked against bills, and a review of your parent's Medicare plan each autumn.
Is this real?
Your parent photographs a confusing letter or forwards a message; Iso explains it in plain words and warns about likely scams.
Bill watch.
Due dates, unfamiliar or duplicate charges, and forgotten subscriptions, flagged before they cost money.
For yourself
Money and tax papers.
One read-only view of your accounts, and every tax document gathered for your accountant.
Your health and insurance.
Test results explained, visits prepared, and insurance statements checked against your bills.
Life documents.
Where your will, policies and beneficiary designations are, when they need review, and what your family may see in an emergency.
Homes, vendors and household staff, travel, and calls to service desks follow after the pilot.