Tracker® PRO

Unclaimed Property Reporting and Compliance Software

Tracker® PRO provides a turn-key solution for managing the complexities of unclaimed property compliance, data security, reporting, and owner claims.

  • Cloud and on-premise deployment options
  • Web-browser access with an intuitive user interface
  • Ability to attach documents to an owner record
  • Single Sign-On (SSO) capability

How Tracker PRO and the Owner Claims Portal Provide a Complete Unclaimed Property Software Solution

Data Security

  • Data encrypted at rest and in transit
  • Role-based security
  • Audit logging and reporting

Streamlined Data Import Process

  • Flexible data import routines to get you up and running quickly
  • Increased validations and data consistency checks
  • Bad data held in staging tables allows users to efficiently correct data issues

Easy Reporting

  • Escheat reports generation for 54 jurisdictions in the approved National Association of Unclaimed Property Administrators (NAUPA) layout
  • Notification of which state reports are due and exact properties for escheatment
  • State reporting portal to facilitate direct report submission to jurisdictions
  • Ability to report multiple holders in a single state report
  • Flexible reporting with the ability to export to Excel
  • Automated exemption and deduction analysis to minimize reporting burden and avoid over remitting

Owner Notification Capabilities

  • Customize due diligence letter templates
  • Use seeded templates as provided or create your own custom templates
  • Automate USPS delivery and tracking of due diligence letters
  • Generate letters across holders and jurisdictions simultaneously

Unclaimed Property Expertise

  • Team of experts who work directly with the states to ensure comprehensive coverage
  • Designed by practitioners for practitioners

Owner Claims Portal

Online Dashboard to Centralize and Organize Due Diligence Communication, Documentation, and Tasks

The Owner Claims Portal module of our industry-leading Tracker PRO software solution streamlines the entire due diligence process from end to end, increasing positive due diligence responses and reducing escheatment.

Owner Portal illustration 1

Improved Positive Responses

  • Owner accesses secure dashboard via custom URL
  • Smartphone photos and uploads simplify owner documentation requirements
  • On-demand claims status keeps owners informed

Secure Dashboard

  • Customizes your company logo and brand colors
  • Seamlessly interfaces with Tracker PRO
  • Organizes all steps of due diligence process

Centralized Tasks

  • Populate files with owner-supplied contact information
  • Verify owner identity
  • Confirm owner payment information
  • Log communications

Mitigation of Risk

  • Complete due diligence tasks as scheduled
  • Improve audit defense documentation
  • Generate up-to-date accurate reports in Tracker PRO

Streamlined Workflow

  • Enable multiple reviewers to track and manage claims
  • Automatically update records with uploaded owner documents
  • Update claim status in real time
  • Trigger payment upon completion of claim process

Contact Us for a Demo

View all software products

Integrated End-to-End Tax Services

Ryan is focused on your overall tax performance, providing innovative solutions to the underlying causes of the errors we identify and creating greater opportunities to measure and improve your efficiency, develop a more strategic approach to tax, and deliver outstanding value to your shareholders.