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Outsource Unclaimed Property Compliance with Confidence

Stay Compliant in All 50 States—Without the Stress

Managing unclaimed property compliance internally drains resources and invites mistakes. Missed deadlines or inaccurate filings can result in audits, penalties, and lost revenue.

With UPCR, you can outsource the entire process to seasoned experts who handle every requirement from due diligence to reporting.

We Handle the Entire Escheat Process

Due Diligence

We manage the entire due diligence process, including state-compliant letter generation, mailing, and tracking.

Report Preparation

Our experts compile, verify, and submit your unclaimed property reports in accordance with each state’s requirements so you’re always audit-ready.

Filing & Remittance

We handle the final step of the process: submitting reports to the appropriate jurisdictions and coordinating payment remittance as needed.

UPNavigator® Access

Gain access to our proprietary software to track record status, review historical reports, and stay audit-ready year-round.

Post-Support

Questions after filing? We’re here year-round to offer guidance, updates, and support — even after the reports are submitted.

Tailored Solutions

We adapt our process to your internal workflows, deadlines, and filing footprint—delivering personalized support without adding to your workload.

Why Choose Us?

15+ years in unclaimed property compliance.

Trusted by hundreds of organizations in many industries nationwide.

Access to our SaaS platform UPNavigator® for real-time visibility and control.

Human support from real compliance experts—not just software.

Ready to Simplify Compliance?

Whether you’re filing in one state or fifty, we’re here to handle the hard part — so you don’t have to.

Request a Call