Prompt

state unclaimed property filing software

Technology / Productivity Software1 observationLast seen Jul 15, 2026

Latest observation

Jul 15, 2026OpenAI APIWeb search: off

If you’re looking for state unclaimed property filing software, there are a few common needs it might cover:

  • Report preparation and filing for unclaimed property/escheat submissions
  • Due diligence letter generation
  • Owner record matching / aggregation
  • NAUPA-format file creation
  • State-specific filing support across multiple jurisdictions
  • Audit trail / documentation management

Some well-known options in this space include:

  • Kelmar — widely used by states and holders for unclaimed property reporting and compliance
  • HRS Pro — holder reporting and compliance tools
  • Sovos Unclaimed Property Reporting — software and managed services for filing
  • UPExchange / Unclaimed Property tools — depending on use case and state requirements
  • Wolters Kluwer / CCH-related compliance tools — in some broader tax/compliance suites

If you mean software approved or provided by a specific state, that depends on the state. Many states accept:

  • NAUPA-compliant files
  • Online portal uploads
  • Third-party software-generated reports

If you want, I can help with any of these:

  1. a list of software by state
  2. a comparison of top vendors
  3. how to file unclaimed property electronically
  4. NAUPA file format requirements

If you tell me the state and whether you’re a business holder or a state agency, I can narrow it down.

Observation history

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