Sovos UP Standard
Unclaimed Property Software, Uncomplicated.
Save time and money with easy-to-use unclaimed property software, offering seamless record management, due diligence, and unclaimed property reporting.
Streamlined Unclaimed Property reporting, from start to finish
Import
Upload Your Unclaimed Property
With UP Standard, you can quickly add properties via bulk import or manually enter a single property. Our user-friendly template covers all necessary fields for easy uploads.
Automated validations guarantee accurate and complete information, making unclaimed property filing effortless.
Analyze
Unlock Instant Insight
UP Standard makes it easy to see all your unclaimed property in one place. You can easily filter your properties to view the way you want, giving you control over your data and the ability to easily edit or add comments to single records.
Built-in fields ensure you keep track of state-specific deadlines, allowing for an easy view of the status of each property. Plus, UP Standard ensures compliance with always up-to-date state rules and thresholds for simplified due diligence and reporting, without the hassle.
Report
Report with Confidence
UP Standard streamlines unclaimed property management with NAUPA-compliant reports and one-click electronic filing for over 30+ states.
Plus, built in fields track state-specific deadlines, report statuses, and next due dates. Keeping you organized and compliant, hassle-free.
Manage
Take Control of Compliance
UP Standard ensures that your unclaimed property process is organized and compliant, reducing the risk of an audit. You can easily add notes to individual records, use advanced search tools to find exactly what you need, and quickly access your report history.
By consolidating the reporting process, UP Standard frees up your team to focus on what matters most – your business.
What UP Standard can do for your business
Automate Compliance, Minimize Risk
UP Standard automates unclaimed property reporting with tools for timely, accurate submissions, minimizing penalties and simplifying escheatment for your business
Simplify Property Management
Our unclaimed property software centralizes data, making it easy to track, update, and report across all jurisdictions.
Boost Reporting Efficiency
Our intuitive interface helps you stay ahead of deadlines with due diligence reminders, while providing direct access to electronic filing and state-specific compliance resources all within the platform.
Simplify Compliance and Automate Unclaimed Property Reporting with UP Standard
Frequently Asked Questions
Yes! You can try UP Standard free for 7-days.
The free trial allows you to explore UP Standard features risk-free. During the trial, you can import properties, which will be analyzed and updated with Sovos’ market-leading compliance validating, including dormancy calculations.
You’ll have access to all of UP Standards’ property management tools and compliance resources, helping you organize and manage your properties in preparation for due diligence and state reporting. While compliance outputs like state reports and due diligence letters aren’t included in the trial, they can be completed anytime with a paid subscriptions.
You can cancel the trial at any point during the 7-day period by emailing UPCancelations@sovos.com . Your credit card will not be charged until the trial is completed, or you move to a paid subscription by completing a reporting or due diligence process.
UP Standard can be purchased via credit card.
Not a problem. This can be done directly through UP Standard or by emailing Sovos Support.
No worries. To ensure that you do not miss a deadline, UP Standard will not stop you from processing over your contracted volume. Property records over your subscription volume will be billed at your per record subscription price to the credit card on file.
You can cancel your UP Standard subscription at any time during your 12-month subscription period. No refund will be issued for already billed subscriptions. You will continue to have access to the software until the end of your subscription term.
Yes. You can download your property data and any time during your active subscription or by contacting Support up to 30 days after your subscription ends.