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Description
Managing unclaimed property reporting has never been simpler thanks to Simple Escheat, a user-friendly, automated solution designed to accommodate organizations of any size. This innovative platform streamlines unclaimed property compliance, offering a do-it-yourself software option that allows you to handle the entire process internally with minimal or no prior training required. The system provides intuitive SimpleTips featuring step-by-step instructions, enabling users to learn as they work. After a straightforward one-time setup, the software is fully operational, taking on the heavy lifting of compliance duties. Developed by a team of experts, including CPAs and attorneys with a focus on state tax and unclaimed property, Simple Escheat automates each compliance step, ensuring that your filings are precise and adhere to the latest state regulations. Moreover, its adaptable pricing structure caters to businesses of varying sizes and complexities, accommodating those with simple needs as well as those facing the intricacies of escheat filings across multiple states. With Simple Escheat, organizations can confidently navigate compliance while saving precious time and resources.
Description
UP Standard offers a comprehensive web-based solution designed for unclaimed property compliance, guiding users seamlessly through the entire process, from the bulk or individual record import utilizing an integrated template with automated validations for accuracy to user-friendly filtering, editing, and commenting features that allow for centralized management of properties within a single dashboard. The platform is consistently updated with the most current state-specific regulations, thresholds, deadlines, and NAUPA II compliance standards, facilitating streamlined due diligence through built-in fields and reminders, while also generating reports that are ready for filing and providing one-click electronic submissions across more than 30 jurisdictions. Additionally, it monitors the status of reports and their upcoming due dates, maintains a complete history of all filings, and includes advanced search functionalities alongside audit-ready record management. This advanced system alleviates the burden on compliance and finance teams by automating processes, thus significantly reducing the likelihood of overlooking deadlines or incurring penalties, ultimately promoting a more efficient workflow. With its extensive capabilities, UP Standard empowers organizations to navigate the complexities of unclaimed property management with greater ease and confidence.
API Access
Has API
API Access
Has API
Integrations
Sovos
Pricing Details
$1,200 per year
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
Simple Escheat
Country
United States
Website
simpleescheat.com
Vendor Details
Company Name
Sovos
Country
United States
Website
sovos.com/trr/products/unclaimed-property-reporting/upstandard/