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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 SAR Portal?

The SAR Portal is a cutting-edge platform powered by artificial intelligence, created to aid organizations in handling data subject access requests and exercising various rights under the GDPR, including access, erasure, rectification, restriction, portability, and objection, by implementing structured workflows and automation to guarantee adherence to all deadlines and legal requirements. This platform features a secure and personalized public portal for submitting requests, which incorporates OTP identity verification, centralizing case management while automatically monitoring the essential 30-day response window and sending timely alerts. Additionally, the use of AI technology allows for the swift identification and redaction of personal data across multiple file types, such as PDF, Word, Excel, and images, which greatly reduces manual effort and lowers compliance risks. Moreover, it generates detailed audit trails and exportable evidence packs that thoroughly document every action taken, thus providing teams with well-organized, regulator-ready records for their management of data subject access requests. By ensuring a streamlined approach to GDPR compliance, the SAR Portal not only boosts operational efficiency but also reinforces accountability within organizations. Ultimately, this innovative solution supports businesses in navigating the complexities of data privacy requirements seamlessly.

Media

Media

Integrations Supported

Microsoft Azure
Microsoft Excel
Microsoft Word
Sovos

Integrations Supported

Microsoft Azure
Microsoft Excel
Microsoft Word
Sovos

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

€59 per month
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

SAR Portal

Company Location

United States

Company Website

sarportal.com

Categories and Features

Categories and Features

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