Report Unclaimed Property with Ease & Minimize Penalties

Automate your unclaimed property obligations

Streamline your unclaimed property reports, filings, calendar and more

Dormancy Calculator

Easily calculate when you need to report dormant assets with up-to-date requirements for all states and property types.

Report Creation

Automatically generate state-specific reports that include all unclaimed property at the end of its dormancy period, including consolidated group reporting to combine reports for all associated entities.

Compliance Calendar

Receive automatic email notifications for upcoming due dates for state reports, due diligence and internal customer events.

letters

Due Diligence Letters

Ensure compliance with state-specific due diligence requirements and templates, and quickly create, print and mail customized due diligence letters based on the last known address of the unclaimed property owner

Online Filings

Electronically report and remit unclaimed property to all participating states at once, with easy and up-to-date instructions for other states that do not offer eFile options.

Regulatory Updates

State regulatory changes are automatically updated within all solutions to ensure compliance.