Audience

Finance and compliance teams needing a tool to automate property import, due diligence, and NAUPA-compliant reporting

About UP Standard

UP Standard is an all-in-one, web-based solution for unclaimed property compliance that guides users through every step, from bulk or single-record import using a built-in template with automated validations to ensure accuracy, to intuitive filtering, editing, and commenting tools that let you view and manage all properties in one centralized dashboard. Always updated with the latest state-specific rules, thresholds, deadlines, and NAUPA II compliance requirements, it streamlines simplified due diligence with built-in fields and reminders, generates ready-to-file reports, and offers one-click electronic submission for more than 30 jurisdictions. It also tracks report statuses and next due dates, maintains a full history of filings, and provides advanced search capabilities and audit-ready record management, freeing compliance and finance teams from manual processes and minimizing the risk of missed deadlines or penalties.

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Company Information

Sovos
United States
sovos.com/trr/products/unclaimed-property-reporting/upstandard/

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

UP Standard Frequently Asked Questions

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UP Standard Product Features