FEATURES

UNCLAIMED PROPERTY SOFTWARE

Our proprietary unclaimed property software, Abandoned & Unclaimed Property Total Compliance (AUPTC), addresses the management of unclaimed property and helps companies comply with unclaimed property regulations. This unclaimed property solution also automates the management workflow, maximizing compliance and simplifying reporting by focusing on four simple steps:

  • Property Import and Management
  • Owner Outreach (Formal Due Diligence)
  • Check Reissuance (including DMA’s proprietary Owner Redemption Portal)
  • State Reporting and Escheatment

AUPTC INTEGRATION

When AUPTC is integrated into your business processes, you can expect to see notable benefits, such as:

  • A single place of record for all unclaimed property activities and related documentation
  • Improved flow and audit trail of property through due diligence, reissuance, and escheatment
  • Notifications that actively alert in-house teams of approaching compliance deadlines
  • Cost savings by locating property owners prior to property staleness via automatically sent emails to property owners spurring reissuances
  • Generation of customizable formal due diligence letters
  • System logic driven by state regulations, ensuring unclaimed property total compliance
  • Owner Redemption Portal gives property owners the ability to request a reissuance electronically, removing the holder’s need to process US mail replies
  • Dashboards that report on records in need of formal due diligence, check reissuance, and state reporting
  • One-click generation of state reports submitted directly from AUPTC, along with filing instructions

Our team is here to make your experience with unclaimed property management as seamless and compliant as possible.

LEVERAGE DMA’S AUPTC SOFTWARE SOLUTION

Work with DMA’s unclaimed property tax professionals and AUPTC software to minimize your risk for audit—and to ensure that your unclaimed property filing is efficient and accurate. Ready to get started or would you like to request a demo?