Simple Escheat 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.
Simple Escheat Alternatives
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EHS Hero
Introducing EHS Hero, your all-in-one solution for effective risk, safety, emergency preparedness, compliance, and audit management. Our platform offers comprehensive EHS management tools and solutions to streamline workflows and ensure compliance with federal and state regulations.
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Eisen
Eisen represents the pioneering solution in escheatment automation, effectively overseeing the offboarding of accounts by consolidating escheatment, disbursement, and outreach processes into one cohesive platform. This innovative system enhances adherence to varying unclaimed property regulations across states by detecting inactive and dormant accounts, monitoring and addressing stale checks, automating extensive disbursements during wind-downs, and overseeing force-out closures, all while ensuring detailed audit trails and an accuracy guarantee. It integrates effortlessly with existing data management systems via an expanding array of integrations, assesses risk in real-time, and initiates proactive communication with customers to avert potential liabilities from unclaimed accounts. By automating every aspect—from data collection and risk evaluation to tailored messaging and payment processing—Eisen enables financial institutions to stay ahead of regulatory timelines, minimizes manual workloads, and lessens the risk of incurring expensive penalties tied to escheatment. Furthermore, this comprehensive approach not only enhances operational efficiency but also fosters stronger relationships between institutions and their clients, ensuring greater trust and satisfaction in financial dealings.
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livepro
Livepro is the ideal Knowledge Management solution for Customer Service/Experience. Livepro can be used in any setting, including behind the counter, on the field, or customer self-service. It has the tools to increase cx scores and reduce training times. It also helps ensure compliance and staff engagement. Livepro is a purpose-built Knowledge Management system for customer experience. We are focused on providing answers to agents and not lengthy, complex documents. Livepro's powerful features such as search and easy-to-follow process guidance make this possible. Livepro is easy to use and requires little training. This increases staff confidence and customer satisfaction while reducing AHT and training costs. Customers will be more satisfied with livepro by reducing AHT by 25% and reducing transfers by as much as 35% Increased staff engagement and shorter induction-training periods. Increase Compliance and Risk with Authored Content & SOC Certified Secured data.
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Pricing
Pricing Starts At:
$1,200 per year
Integrations
No Integrations at this time
Company Details
Company:
Simple Escheat
Headquarters:
United States
Website:
simpleescheat.com
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Training Videos
Customer Support
Business Hours
Online Support
Simple Escheat Features and Options
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