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Average Ratings 0 Ratings

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ease
features
design
support

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Description

We provide a comprehensive array of legal representation, compliance, and corporate services, which encompass nonprofit, UCC, and IP due diligence within the United States, alongside international offerings like document authentication, lien searches, and registered agent services. Take a moment to explore how we can best support your needs. Navigating paperwork can often hinder your ability to achieve your objectives. When setting up and maintaining a nonprofit, it's crucial to stay informed about the multitude of state and federal regulations you must adhere to. Managing all of this on your own can be tedious and fraught with challenges, especially since the governing rules frequently evolve. This is precisely why we strive to deliver a one-stop solution tailored to your service needs, offering various levels of support. Regardless of your mission, registering with the charity office in the states where your nonprofit aims to solicit donations—commonly referred to as charitable solicitation registration—is typically a necessity. Our team is dedicated to making this process as seamless as possible for you, ensuring you can focus on your core mission without being bogged down by administrative hurdles.

Description

UPNavigator is a cloud-based software solution that streamlines the entire process of unclaimed property compliance by integrating data management, eligibility assessments, due diligence notifications, and state report submissions into a single user-friendly interface. Continuously updated with the most recent state regulations and accepted across all U.S. jurisdictions, it automates the generation of NAUPA II format reports, thereby minimizing the chances of incurring hefty fines and ensuring that rightful owners can recover their assets. The platform offers real-time reporting and analytics capabilities, enables users to assess state due diligence and escheatment eligibility, generate and print internal evaluation reports and owner correspondence, monitor due diligence responses, maintain data reconciliation for record-keeping, and utilize customizable filters and column selections. Backed by the successful filing of thousands of state reports, UPNavigator serves as a reliable and economical compliance solution that empowers operations teams to remain proactive in meeting regulatory deadlines. Additionally, its robust features enhance operational efficiency, allowing users to focus on strategic initiatives rather than get bogged down by compliance complexities.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

COGENCY GLOBAL

Founded

1980

Country

United States

Website

www.cogencyglobal.com

Vendor Details

Company Name

UPCR

Country

United States

Website

www.upcr-llc.com/software/upnavigator/

Product Features

Business Filing

Annual Reports No 
Business Licenses No 
Copyright No 
Corporate Dissolution No 
Corporation (C Corp) No 
Doing Business As (DBA) No 
Limited liability company (LLC) No 
Nonprofit No 
Operating Agreements No 
Patents No 
Registered Agent Services No 
S Corp No 
Sole Proprietorship No 
Trademark Registration No 

Product Features

Alternatives

Alternatives

AUPTC Reviews

AUPTC

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