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What is UPNavigator?

UPNavigator is a comprehensive cloud-based software designed to simplify the unclaimed property compliance process by combining essential functions such as data management, eligibility assessments, due diligence notifications, and state report submissions into one intuitive platform. Regularly updated to reflect the latest state regulations and compliant across all U.S. jurisdictions, it automates the creation of NAUPA II format reports, significantly reducing the risk of incurring substantial fines and facilitating the recovery of rightful owner assets. Users benefit from real-time reporting and advanced analytics, which enable them to evaluate state due diligence and escheatment eligibility, generate and print internal evaluation documents and owner correspondence, track due diligence responses, and maintain meticulous data reconciliation for effective record-keeping. Moreover, the platform allows for customizable filters and column selections to tailor the experience to specific needs. With a proven track record of successfully filing thousands of state reports, UPNavigator stands out as a dependable and cost-effective compliance solution that equips operations teams to proactively manage regulatory deadlines. Furthermore, its extensive features not only boost operational efficiency but also allow users to dedicate their attention to strategic objectives instead of being overwhelmed by compliance challenges. This dual focus on efficiency and strategic planning positions UPNavigator as an essential tool for any organization navigating the complexities of unclaimed property compliance.

What is Accord?

To accurately assess eligibility, it is vital to allocate resources for grasping the essential principles of the ACA, which requires evaluating various time frames. By employing a multi-source data strategy on a premier ACA platform, you can ensure that your 1094-C and 1095-C forms are both accurate and dependable. This system effectively prevents the distribution of erroneous forms to employees through rapid analysis of code combinations. Accord has created and continually improves an exceptional platform that helps employers and licensees navigate the intricacies of ACA reporting. Your dashboard offers an all-encompassing overview of current eligibility and affordability metrics related to several measurements, stability durations, and waiting periods. With our intuitive interface, generating all necessary ACA reports and filings becomes a hassle-free task without the requirement for supplementary software, as all updates are seamlessly integrated online. Thorough internal audit management practices are crucial for being ready for any inquiries from the IRS. Furthermore, with straightforward access to your historical data and dedicated support from the Accord team, audits can be performed with ease when required, ensuring adherence and tranquility. This efficient process not only simplifies ACA compliance but also allows your organization to concentrate more effectively on its primary operations, enhancing overall productivity.

Media

Media

Integrations Supported

HubSpot Customer Platform

Integrations Supported

HubSpot Customer Platform

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

UPCR

Company Location

United States

Company Website

www.upcr-llc.com/software/upnavigator/

Company Facts

Organization Name

Accord

Company Location

United States

Company Website

accord-aca.com

Categories and Features

Categories and Features

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