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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

Revolutionary tax and accounting software that has received accolades for its effectiveness. It offers straightforward, practical, and groundbreaking solutions tailored for both practices and individuals alike. Now you can seamlessly oversee clients, tasks, workflows, time tracking, and compliance services throughout your practice, all within the comprehensive TaxCalc ecosystem. Are you seeking complete transparency in all ongoing work within your firm? Do you require immediate access to detailed client information? Looking to streamline administrative tasks, enhance billable hours, and ensure more precise invoicing? In essence, do you aspire to be more organized and effective in your daily operations? Our robust project management toolkit is designed to be scalable and cost-effective, empowering you to take charge and allowing you to dedicate more time to expanding your business. Whether you’re an ambitious startup or a larger organization aiming for improved efficiency and productivity, TaxCalc is the only name you can rely on to help you accomplish more for less. Transform your approach to practice management—opt for TaxCalc and redefine success. Discover the difference today.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

SmartVault
Virtual Cabinet
eSign Centre

Integrations

SmartVault
Virtual Cabinet
eSign Centre

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

TaxCalc

Founded

2000

Country

United Kingdom

Website

www.taxcalc.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

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

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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