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Ratings and Reviews 0 Ratings
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What is Simple Escheat?
The process of managing unclaimed property reporting has been greatly simplified with the introduction of Simple Escheat, a user-friendly and automated solution that is suitable for organizations of all sizes. This cutting-edge platform enhances compliance with unclaimed property regulations by providing a do-it-yourself software option that empowers users to manage the entire procedure internally, requiring little to no prior training. The software comes equipped with intuitive SimpleTips, offering easy-to-follow instructions that help users acquire knowledge as they progress. Once the initial setup is completed, the software operates seamlessly, shouldering the heavier aspects of compliance duties. Crafted by a team of professionals, including CPAs and attorneys specializing in state tax and unclaimed property, Simple Escheat automates each compliance step to guarantee that filings are accurate and in line with the most current state regulations. In addition, its flexible pricing model is designed to serve businesses of different sizes and complexities, whether they have straightforward needs or are dealing with the complexities of escheat filings across various states. As a result, organizations can effectively navigate their compliance responsibilities, allowing them to conserve valuable time and resources while focusing on their core operations. Ultimately, Simple Escheat empowers companies to handle their unclaimed property obligations with confidence and ease.
What is ReportMyUP?
ReportMyUP simplifies the entire workflow associated with unclaimed property reporting by providing expert assistance and an intuitive interface that guarantees adherence to all reporting requirements. This innovative platform allows businesses to seamlessly upload their information, swiftly validate records in just a few minutes, and keep track of dormancy deadlines relevant to different states and property types. Furthermore, it automates the generation of due diligence letters, creates NAUPA-compliant reports for all fifty states, and facilitates direct eFiling for over thirty states. The system’s structured workflows elucidate the escheatment procedure, offering customized, step-by-step guidance that complies with each state's laws, thereby supporting teams in maintaining compliance throughout the year. Additionally, ReportMyUP includes extensive property management features, unified tracking, built-in status indicators, a record history of reports, and audit-ready documentation that automatically updates with any regulatory shifts. Users also have the flexibility to import unclaimed property through bulk uploads or manual entries, while benefiting from a consolidated interface that allows them to filter records, edit information, add notes, and keep track of state-specific deadlines and reporting statuses. This thorough approach not only conserves valuable time but also mitigates the possibility of expensive errors during the unclaimed property reporting process. By enhancing organization and efficiency, ReportMyUP ultimately empowers businesses to navigate the complexities of unclaimed property management with confidence.
Integrations Supported
Sovos
API Availability
Has API
API Availability
Has API
Pricing Information
$1,200 per year
Free Trial Offered?
Free Version
Pricing Information
$299 per year
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Simple Escheat
Company Location
United States
Company Website
simpleescheat.com
Company Facts
Organization Name
Sovos
Company Location
United States
Company Website
reportmyup.com