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About

ReportMyUP simplifies unclaimed property reporting from start to finish with expert-backed guidance and an easy process to stay compliant with unclaimed property reporting requirements. It helps businesses upload data, auto-validate records in minutes, track dormancy deadlines across all states and property types, automate due diligence letters, generate NAUPA-compliant reports for all 50 states, and eFile directly with over 30 states. Its workflows simplify the escheatment process with clear, step-by-step guidance tailored to each state’s requirements, helping teams stay compliant and on track all year long. ReportMyUP provides complete property management, centralized tracking, built-in status fields, reporting history, audit-ready records, and automatic updates as regulations change. Users can import unclaimed property through bulk upload or manual entry, view and filter records in one place, edit records, add comments, track state-specific deadlines, and monitor reporting.

About

UPNavigator is a web-based SaaS application that simplifies every step of unclaimed property compliance by unifying data management, eligibility analysis, due diligence mailing, and state report processing into one intuitive platform. Always updated with the latest state laws and accepted in every U.S. jurisdiction, it automates the submission of NAUPA II–format reports without manual data entry, reducing the risk of significant fines and penalties while ensuring rightful owners can reclaim assets. It delivers real-time reporting and analytics, lets you review state due diligence and escheatment eligibility, create and print internal evaluation reports and owner letters, track due diligence responses, reconcile data for record-keeping, and apply customizable customer filtering and column selection. Proven by thousands of successful state reports, UPNavigator provides a hassle-free, cost-effective compliance solution that keeps operations teams ahead of regulatory deadlines.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Finance and compliance teams that need to manage unclaimed property reporting, due diligence, escheatment, and state filings in one audit-ready workflow

Audience

Enterprises looking for a solution to manage unclaimed property reporting from data ingestion through report generation

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$299 per year
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Sovos
United States
reportmyup.com

Company Information

UPCR
United States
www.upcr-llc.com/software/upnavigator/

Alternatives

AUPTC

AUPTC

DMA

Alternatives

AUPTC

AUPTC

DMA
KAPS

KAPS

Kelmar

Categories

Categories

Integrations

Sovos

Integrations

Sovos
Claim ReportMyUP and update features and information
Claim ReportMyUP and update features and information
Claim UPNavigator and update features and information
Claim UPNavigator and update features and information