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 * HOME
 * SOLUTIONS
   * SIMPLE ESCHEAT
   * TOTAL ESCHEAT MANAGEMENT
 * PRICING
 * FAQs
 * ABOUT US
 * CONTACT
 * SUBSCRIBE
 * MY ACCOUNT

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ESCHEAT FILINGS. SIMPLY EASY.


UNCLAIMED PROPERTY REPORTING IS MADE EASY WITH SIMPLE ESCHEAT.
A DO-IT-YOURSELF, AUTOMATED SOLUTION BUILT FOR ORGANIZATIONS OF ANY SIZE.

INTRO VIDEO



WHAT MAKES SIMPLE ESCHEAT DIFFERENT.

DIY SIMPLE

We’ve made unclaimed property compliance easier. Simple Escheat is an “app easy”
software solution that enables you to manage the entire process in-house with
little or no training. Its SimpleTips with step-by-step guidance allows you to
train as you go. Users go through a simple, onetime setup and the system is
ready to do all the work.

EXPERTLY BUILT

Built by experts, CPAs and attorneys that specialize in state tax and unclaimed
property reporting, Simple Escheat automates every compliance step. Your
unclaimed property filings will always be accurate and meet the most up-to-date
state requirements.

PRICED TO FIT

Our flexible pricing fits the needs for companies of all sizes and
complexities—from those with straightforward requirements to those wrestling
with the complexity of escheat filings in every state. Your investment is based
on what you need today and can be easily scaled up or down as your needs change.


TAKES ALL THE HEADACHES OUT OF ACCURATE ESCHEAT FILINGS.

With Simple Escheat you’ll save time and know your unclaimed property filings
are accurate. No more surprises—you’ll never miss a reporting deadline and be
certain your fiduciary obligations are met for each and every state.



AN ALL-IN-ONE, SIMPLE TO USE SOLUTION AT A PRICE THAT FITS YOU.

 * Easy setup
 * Compliance calendars
 * Automated deadline alerts
 * Smart, drag & drop data import
 * Data import templates
 * Due diligence letters/processing
 * Activity tracking

 * NAUPA required output files
 * SimpleTips with step-by-step guidance
 * Compliance dashboard
 * Audit archives and reporting
 * GL entry exports
 * SOC 2 data security
 * Up-to-date state requirements and forms
   (Includes all 50 states, DC, and U.S. territories)

MORE DETAILS



LET’S GET STARTED. IT’S SIMPLE.


ALL PLANS COME WITH A LIMITED 7-DAY TRIAL*


BASIC

 * 1 – 10 States
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$1,200
ANNUALLY

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 * 11 – 25 States
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 * Up to 5,000 Records
 * 2 Users

$2,000
ANNUALLY

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PREMIER

 * 26 – 40 States
 * 3 FEINs
 * Up to 10,000 Records
 * 3 Users

$3,000
ANNUALLY

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ENTERPRISE

 * All States
 * 5 FEINs
 * Up to 50,000 Records
 * 5 Users

$5,000
ANNUALLY

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*7-day trial includes all application functionality, except producing due
diligence letters, state reports, and NAUPA files.

MORE PRICING DETAILS
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INSIGHTS FROM OUR EXPERTS.

Download this complimentary best-practices checklist, a practical tool developed
by our escheat accounting experts to outline all the steps for compliance.










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