When a guardianship association manages several hundred protection measures, every misfiled letter or forgotten deadline translates into hours of catch-up work. The problem is not the lack of competence among the guardians, but the accumulation of repetitive administrative tasks between two appointments with the guardianship judge.
Mon Proxima, the web portal published by Tutelle Au Quotidien, fits into this ecosystem as a management brick connected to the Proxima software. It is designed to streamline exchanges between the guardianship service, the protected adult, and their relatives.
Accounting exports and the decree on individualized accounts: what Mon Proxima changes concretely
Decree No. 2024-659 requires judicial representatives for the protection of adults (MJPM) to link each measure to a dedicated bank account. For an association supervising hundreds of files, this obligation has a direct impact on the chart of accounts and the accounting validation circuits.
Mon Proxima allows for structuring management exports by individualized account. In practice, the portal contains entries related to each measure, which facilitates the preparation of annual management accounts intended for the guardianship judge. Feedback varies on the actual fluidity of the process depending on the size of the structure, but the time savings on accounting classification are documented by several user associations.
A point not to be confused: Mon Proxima does not control banking compliance. The actual opening of the dedicated account and its compliance remain the responsibility of the association and its representatives. The tool organizes the data; it does not replace human verification.
By relying on the Mon Proxima application for guardianship, guardianship services have a digital foundation that makes exports readable and usable without manual file manipulation.
Document management in Mon Proxima: how guardianship associations organize their files
On the ground, document management is the area that absorbs the most time in a guardianship association. Letters from the judge, bank statements, care invoices, renewal notifications: each document must be linked to the correct file and accessible during an audit.
Proxima, the professional software, integrates an EDM (electronic document management) system that ensures the storage and automatic classification of scanned documents. Mon Proxima extends this logic on the consultation side: the protected adult or their relative can access the documents concerning them without needing to contact the representative by phone.
What this document architecture eliminates on a daily basis
- Repetitive calls and emails to obtain a copy of an invoice or a bank statement, as the adult or caregiver can directly consult their space
- The risk of document duplication, as Proxima alerts the representative in case of identical entry of a document already referenced
- The urgent reconstruction of a file before a guardianship judge’s audit, as documents are classified continuously in the integrated EDM
The integrated bank teletransmission in Proxima also eliminates file manipulation. Operations are automatically reported, reducing data entry errors on accounting entries.
Preparing for guardianship judge audits with Mon Proxima
When a guardianship judge requests a report of actions or a management account, the guardianship association must produce a complete, coherent, and up-to-date file. This is precisely where the combination of Proxima and Mon Proxima proves operationally useful.
The Proxima software prepares letters by automatically integrating the file references (measure number, competent court, contact details of the adult). This avoids copy-paste errors that can delay a measure renewal or trigger a request for additional information from the registry.
Deadlines and alerts: a safety net for multi-measure structures
For an association managing several hundred measures, automatic deadline reminders are a necessary safety net. Proxima signals the deadlines for submitting management accounts, measure renewals, and response times to the judge’s requisitions.
This alert system does not replace internal managerial monitoring, but it reduces the cognitive load on delegated representatives juggling between hearings, home visits, and pure administrative management.
Autonomy of the protected adult and reduction of administrative burden
Mon Proxima gives the protected adult (or their caregiver) access to their own data: account balance, classified documents, transaction history. This is not a gimmick. By allowing this direct consultation, the association reduces the volume of incoming calls related to common information requests.
Access is through the web browser, without downloading from a store. The representative opens the file on Mon Proxima and transmits the login credentials to the adult or caregiver. This setup offers a concrete advantage for individuals in nursing homes or group homes: a shared tablet with a shortcut to monproxima.fr is sufficient.
- The adult can check their statements without waiting for an appointment with the delegated representative
- The family caregiver can access documents without sending multiple letters to the guardianship service
- The representative retains control over access rights and can restrict visibility if the situation requires it
This autonomous consultation loop only works if the representative activates the account. Without activation on the professional side, the adult has no access. Thus, the association maintains control over the shared information perimeter.
The data hosted by Mon Proxima remains in France, a compliance criterion for associations subject to the requirements for protecting sensitive personal data in the context of legal protection measures. For structures looking to reduce time spent on repetitive administrative tasks while maintaining the quality of oversight, this software architecture covers the essential aspects of the documentary and accounting circuit without forcing a change of tools mid-process.
