Welcome to Unclaimed Property Compliance & Reporting (UPCR). We are a leading provider of unclaimed property compliance and technology services, dedicated to helping businesses navigate the complex landscape of unclaimed property regulations, mitigate risks, and maintain compliance with state laws.
At UPCR, our mission is clear: to provide comprehensive unclaimed property compliance solutions that empower organizations to efficiently manage their unclaimed property obligations while ensuring that rightful owners are reconnected with their assets. With over 25 years of experience in the industry, we have honed our expertise to deliver unparalleled service and value to our clients.
Why Choose Unclaimed Property Compliance & Reporting?
UPCR boasts over two decades of experience in the unclaimed property industry. Our team possesses a deep understanding of the laws and regulations governing unclaimed property, coupled with best practices for recovering lost property. This expertise allows us to guide our clients effectively through the compliance journey.
We leverage state-of-the-art technology to automate and streamline the unclaimed property compliance process. Our proprietary platform, UPNavigator™, ensures that our clients remain up to date with the latest state laws and facilitates the submission of tens of thousands of state reports efficiently.
UPCR has cultivated a vast network of relationships with state and local unclaimed property entities across the United States. This network provides us with valuable insights and a competitive edge when helping clients manage their unclaimed property compliance.
At UPCR, we are committed to providing the highest level of customer service. Our experienced professionals are dedicated to making unclaimed property compliance as easy and automated as possible for our clients. We are always ready to find solutions to any roadblocks and deliver quality results.
We understand that each client is unique, and we tailor our services to meet specific needs. Whether you’re a large enterprise or a small startup, UPCR can adapt to your requirements, bridging the gap between business and technology to find the best solution for your organization.
Woman Owned Small Business:
At UPCR, we take pride in our commitment to diversity and inclusion. We are honored to be recognized as a certified Women-Owned Small Business (WOSB), a distinction that reflects our dedication to fostering diversity within the industry.
UPCR offers a comprehensive suite of services designed to simplify unclaimed property compliance:
- Consulting Services: Our team conducts comprehensive reviews of financial records, offers liability analysis and mitigation, manages voluntary compliance, provides audit defense and management, develops or enhances policies and procedures, offers SSDMF matching services and analysis, handles asset recovery processing, and delivers educational training.
- Compliance Outsourcing: We provide dedicated compliance outsourcing services and offer UPNavigator™, our advanced software solution designed to streamline the compliance reporting process. Our experts manage every aspect of compliance reporting, ensuring accuracy and timeliness.
- Death Master File (DMF) Matching: UPCR understands that many companies lack the resources to develop their own DMF matching program. Our solution identifies exact and fuzzy matches, provides reporting and analysis, and customizes the solution to meet specific needs.
- InSmart™ SSMDF Matching and Tracking Tool: This web-based Software as a Service (SaaS) application assists in identifying duplicate matches, research documentation, and more.
- Application Development: With over 30 years of software development experience, UPCR is flexible and can adapt to your needs, integrating our expertise into your team or providing our own team and methodologies.
Get in Touch
We are passionate about helping organizations navigate unclaimed property compliance with ease and confidence. If you have any questions, require further information, or would like to explore how UPCR can assist your organization, please don’t hesitate to contact us.
Thank you for considering Unclaimed Property Compliance & Reporting as your partner in unclaimed property compliance. We look forward to the possibility of working together to achieve compliance excellence.