AUPTC
Automate your unclaimed property management workflow with an award-winning unclaimed property software solution. Abandoned & Unclaimed Property Total Compliance (AUPTC) addresses the management of unclaimed property and ensures compliance with unclaimed property regulations in the United States and Canada. Mishandling of unclaimed property greatly increases a company’s likelihood of costly audits. Advanced workflow solution managing the flow and audit trail of property through due diligence, payment, and escheatment. System logic driven by state regulations, ensuring unclaimed property total compliance. Customizable dashboards that report on records in need of formal due diligence, check reissuance, and state reporting.
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Simple Escheat
Unclaimed property reporting is made easy with Simple Escheat. A do-it-yourself, automated solution built for organizations of any size. We’ve made unclaimed property compliance easier. Simple Escheat is a software solution that enables you to manage the entire process in-house with little or no training. It's SimpleTips with step-by-step guidance that allows you to train as you go. Users go through a simple, one-time setup, and the system is ready to do all the work. Built by experts, CPAs, and attorneys who specialize in state tax and unclaimed property reporting, Simple Escheat automates every compliance step. Your unclaimed property filings will always be accurate and meet the most up-to-date state requirements. Our flexible pricing fits the needs of companies of all sizes and complexities, from those with straightforward requirements to those wrestling with the complexity of escheat filings in every state.
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UPNavigator
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.
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KAPS
Kelmar’s KAPS unclaimed property management system is a fully scalable, configurable SaaS platform engineered specifically for government unclaimed property programs. It enables administrators to manage the entire lifecycle, from initial loading of reports and receipts through due diligence mailing, escheatment, claim processing, and payment execution, via a relational database interface tailored through system configurations rather than custom code. KAPS supports integration with public-facing state websites and cloud-based document imaging, automated owner outreach, built-in LexisNexis identification verification, and the Kelmar Fraud Index AI-driven risk profiling. Delivered over secure, industry-standard authentication protocols, it undergoes annual SOC 2 Type 2 and ISO 27001:2022 audits and holds GovRAMP authorization. Additional modules streamline auction close processes, manual online reporting for smallholders, and tangible property management.
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