Sovos UP Standard

Unclaimed Property. Uncomplicated.

Save time and money with easy-to-use software for unclaimed property record management, due diligence, and reporting. 

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How it works

Streamlined Unclaimed Property reporting, from start to finish

Upload

Users can easily add property manually or bulk import with our provided template to ensure all required fields and information are complete before uploading.

Analyze

Stay accurate with built-in validations that ensure your data is always up-to-date with state rules and thresholds for simplified due diligence and reporting.

Report

Save time creating compliant reports for all jurisdictions, with automated one-click electronic reporting for more than 30 states.

Manage

Keep things stress-free with easy data access, advanced filters, comments, and a complete audit trail for seamless property management.

Get a guided tour

Click through the self-guided tour to see how easy it is to manage your Unclaimed Property reporting.

Like what you see? View pricing →

Pricing

Choose the number of properties you need to manage in the software and get started today.

Your subscription includes:

Simple self guided setup

Reporting for one company (FEIN) and up to three users

Data import templates and data validations

State dormancy rules and due diligence letters

NAUPA compliant reporting for all states

One click eFile for more than 30 states

All plans include comprehensive Help Center and email support. Cancel at any time prior to renewal.

Property Record Quantity

1 – 100

$699

Annual Subscription Price

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Property Record Quantity

101 – 250

$899

Annual Subscription Price

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Property Record Quantity

251 – 500

$1,199

Annual Subscription Price

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Property Record Quantity

501 – 1,000

$1,499

Annual Subscription Price

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Property Record Quantity

1,001 – 2,500

$1,999

Annual Subscription Price

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Property Record Quantity

2,501 – 5,000

$2,999

Annual Subscription Price

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Frequently Asked Questions

Do I have to purchase with a credit card?

Yes. The card you use for purchase will also be used for auto-renewal of your subscription.

Does your software offer a free trial? 

No, we do not currently offer a free trial of our software. To view a guided tour of the software, click here. 

What happens if I need to change my subscription?

Not a problem. This can be done directly through UP Standard or by emailing Sovos Support.

What happens if I go over my subscription volume?

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.

What if I want to cancel my subscription?  

You can cancel your subscription at any time during your active subscription period. You will continue to have access to the software for the duration of your subscription period. 

Can I get my data if I cancel my subscription?  

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. 

Do I get a refund if I cancel my subscription? 

Unclaimed Property Standard subscriptions are billed at the time of purchase for access to the software for a 12-month period.  If you cancel any time before your subscription period ends, your access to the software will end at the end of your 12-month subscription period.  No refunds will be issued for already billed subscriptions.   

Recommended Reading

Blog
Unclaimed Property 101: Understanding the Basics
Read now >
Guide
Your Guide to Unclaimed Property Management
Read now >
Blog
Common Unclaimed Property Issues for Small Businesses
Read now >

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Explore our other offerings

Sovos offers a wide range of Unclaimed Property solutions and services to fit the needs of every business. Explore our UP Suite or contact us to find the right fit. 

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