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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Streamline your workflow for managing unclaimed property by utilizing a top-rated software solution designed specifically for this purpose. The Abandoned & Unclaimed Property Total Compliance (AUPTC) software effectively tackles the complexities of unclaimed property management while ensuring adherence to regulations in both the United States and Canada. Improper handling of unclaimed assets significantly raises the risk of expensive audits for companies. This advanced workflow solution meticulously tracks property through the stages of due diligence, payment, and escheatment, maintaining a clear audit trail. Its system logic is aligned with state regulations to guarantee comprehensive compliance with unclaimed property laws. Additionally, the platform features customizable dashboards that provide insights into records requiring formal due diligence, reissuance of checks, and necessary state reporting. By integrating this software into your operations, you can mitigate risks associated with unclaimed property management and enhance overall efficiency.

Description

HRS Pro is a ready-to-use solution for reporting unclaimed property that simplifies compliance across all jurisdictions in the U.S., including Puerto Rico and the District of Columbia, by producing reports in NAUPA II format that meet specific state legal requirements. This software is available in both web-based and desktop forms, allowing users to import data utilizing provided templates, and it includes resources such as a getting-started guide, FAQs, and instructional videos. Additionally, it automatically generates cover sheets and letters for due diligence regarding owners. The Enterprise edition accommodates an unlimited number of companies (FEINs), supports multiple users, and permits an unlimited amount of properties in each state report, offering exports to Excel or CSV files along with phone and email assistance. In contrast, the Standard edition retains the same extensive reporting features, but is restricted to a single company and user, limited to 100 properties, and does not include export options or direct support. Overall, HRS Pro enhances the efficiency of unclaimed property reporting for organizations of varying sizes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Sheets
Microsoft Excel

Integrations

Google Sheets
Microsoft Excel

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

DMA

Founded

1972

Country

United States

Website

www.dmainc.com/software/unclaimed-property-automated-solution

Vendor Details

Company Name

HRS Pro

Country

United States

Website

hrspro.unclaimedproperty.com

Product Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Product Features

Alternatives

Alternatives

AUPTC Reviews

AUPTC

DMA
KAPS Reviews

KAPS

Kelmar