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What is UP Standard?

UP Standard delivers a robust online solution tailored for unclaimed property compliance, expertly guiding users through the entire experience—from bulk or individual record imports using an integrated template with automated accuracy checks to intuitive filtering, editing, and commenting tools that enable centralized property management all within a single dashboard. The platform is regularly refreshed to reflect the latest state-specific regulations, thresholds, deadlines, and NAUPA II compliance requirements, which enhances the due diligence process with built-in fields and reminders, while also producing filing-ready reports and facilitating one-click electronic submissions across over 30 jurisdictions. Furthermore, it keeps track of report statuses and upcoming deadlines, maintains a comprehensive history of all submissions, and features advanced search tools coupled with audit-ready records management. This sophisticated system significantly eases the workload of compliance and finance teams by automating tasks, which greatly minimizes the risk of missing deadlines or facing penalties, thus fostering a more streamlined workflow. Additionally, with its wide-ranging functionalities, UP Standard equips organizations with the tools necessary to adeptly manage the intricate landscape of unclaimed property, instilling greater confidence and efficiency in their operations. Consequently, users can focus more on strategic initiatives rather than getting bogged down by compliance complexities.

What is Roost?

Optimize the management of cash security deposits to realize potential cost savings of up to 80%, ensure compliance, and provide significant financial advantages for your residents. By implementing Roost, you can automate the monotonous tasks linked to security deposits, allowing your team to focus on revenue-generating activities instead. Improve the efficiency of both your site and accounting teams by streamlining processes like payment management, interest accrual, adherence to local laws, refund processing, and oversight of unclaimed funds. With Roost, you can eliminate the need for manual tasks such as deposit requests, reminder notifications, and refund distributions, as the platform handles these processes automatically. Say goodbye to the burdens of printing checks, mailing them out, and the time-consuming effort of tracking uncashed payments. Featuring intelligent notifications and effortless integrations, your current workflows will be enhanced, ensuring your team operates in a more streamlined manner. Furthermore, embracing this technology not only saves time but also boosts overall operational productivity, ultimately leading to improved service for your residents while enabling your team to redirect their efforts towards more strategic initiatives. This shift can significantly elevate the resident experience and foster stronger community relationships.

Media

Media

Integrations Supported

Sovos

Integrations Supported

Sovos

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Sovos

Company Location

United States

Company Website

sovos.com/trr/products/unclaimed-property-reporting/upstandard/

Company Facts

Organization Name

Roost

Company Location

United States

Company Website

joinroost.com

Categories and Features

Categories and Features

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