Best Unclaimed Property Software with a Free Trial of 2026

Sovos assists enterprises in the identification, monitoring, and reporting of unclaimed assets to various U.S. states. The platform facilitates dormancy analysis, dispatches due diligence notifications to asset owners, produces reports in NAUPA format, and enables electronic filing with state authorities. Each state has its own specific dormancy timelines, exemptions, and deadlines for reporting. Relying on spreadsheets to manage this information can result in overlooked deadlines, state audits, fines, and interest charges. Sovos streamlines the tracking process with intuitive workflows and integrated state-specific guidance, helping you understand what needs to be reported and when. Automated due diligence notifications ensure you connect with asset owners prior to the property becoming unclaimed. ReportMyUP, powered by Sovos, offers NAUPA-compliant reporting across all 50+ U.S. jurisdictions and features one-click eFiling for over 30 states. Additionally, a comprehensive audit trail maintains your filing history for future reference in case of state inquiries. Begin your journey in managing unclaimed assets and escheatment reporting with Sovos.

ReportMyUP streamlines the entire process of unclaimed property reporting, offering expert guidance and a user-friendly experience to ensure compliance with all reporting obligations. This platform enables businesses to efficiently upload their data, automatically validate records within minutes, and monitor dormancy deadlines for various states and types of property. Additionally, it automates the creation of due diligence letters, produces NAUPA-compliant reports for all 50 states, and allows for direct eFiling with over 30 states. The system’s workflows clarify the escheatment process, providing tailored step-by-step instructions that align with each state's regulations, which helps teams maintain compliance throughout the year. ReportMyUP also features comprehensive property management capabilities, centralized tracking, built-in status indicators, a history of reports, and records that are audit-ready, with automatic updates reflecting any regulatory changes. Users benefit from the ability to import unclaimed property via bulk upload or manual entry, as well as access a consolidated view to filter records, edit entries, add remarks, and keep tabs on state-specific deadlines and reporting statuses, ensuring a smooth and organized workflow. This comprehensive approach not only saves time but also reduces the risk of costly mistakes in the unclaimed property reporting process.