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EFTC BEGINS JANUARY 1, 2027

Public School ChoiceSGO AdministratorsPublic School Choice SGO Administrators
The Platform Behind Every Service

A Technology Platform Purpose-Built for Section 25F

Every service PSC provides — fundraising, scholarship administration, compliance, provider management, and reporting — runs on a single, secure platform. Each participating SGO receives a white-label deployment of that platform, configured to its own branding, policies, and state requirements.

White-Label Portals

A Purpose-Built Portal for Every Participant

Donor Portal

Contribution history, receipts, SGO state-list status, and renewal prompts for individual taxpayers.

Family Portal

Application status, document uploads, award notices, and expense-confirmation tools for scholarship recipients.

Provider Portal

Invoice submission, service-session logging, and payment status for schools, tutors, and other approved providers.

State Dashboard

Aggregated reporting views that support a participating SGO's obligations to state reviewers, configured to each state's requirements.

SGO Admin Console

A single operational view across contributions, applications, awards, disbursements, and compliance status.
Core Platform Capabilities

CRM, Documents, Integrations, and Reporting

Integrated CRM

A unified CRM tracks donor, family, and provider relationships across the entire lifecycle, replacing spreadsheets and disconnected tools.

Secure Document Storage

Income documentation, credentialing records, and contribution acknowledgments are stored in access-controlled, encrypted repositories with full audit trails.

Integrations

The platform connects to payment processors, accounting systems, and, where applicable, state reporting systems, reducing duplicate data entry.

Reporting and Analytics

Configurable dashboards produce board reports, donor impact reports, and state-reporting packages directly from operational data.

Role-Based Access

Every user — donor, family member, provider, SGO staff member, or auditor — sees only the data appropriate to their role.

Compliance-Aware Design

Workflow steps mirror Section 25F requirements directly in the product, reducing the risk of a manual compliance gap.
Data Security and Privacy

A Security Posture Built for Sensitive Family and Financial Data

The platform handles sensitive household income data, student information, and financial records. PSC applies layered technical and administrative controls to protect that data throughout its lifecycle.

  • Encryption of sensitive data in transit and at rest
  • Role-based access controls limiting data visibility by participant type
  • Documented data-retention and deletion schedules
  • Segregation of each participating SGO's data within the platform
  • Audit logging of access to sensitive records
  • Ongoing review of vendor and infrastructure security practices
Important

A Platform, Not a Legal Substitute

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