The ReportMyUP workflow
Manage your reporting tasks from importing properties to creating due diligence letters and state reports, all while keeping track of your reporting history.
What is Sovos ReportMyUP?
ReportMyUP is a tool to manage all your unclaimed property reporting-related tasks in one place. Import or manually add properties, and we will guide you through the process of creating due diligence letters and reporting to states. When you're done reporting, you can keep track of your reporting history directly in your account.
Take an interactive tour
Take an interactive tour of ReportMyUP.
Get access and configure your account
In ReportMyUP, you can add up to three users.
- In ReportMyUP Plus, you can add up to five users.
Add properties
Start by importing your properties on the Properties page. Our import validations will help you identify and fix issues in your data. You can also manually add properties one at a time on the Properties page.
Manage properties
After importing, you can view and edit your properties on the Properties page.
Create due diligence letters
On the page, use the standard template to create due diligence letters. Then download a PDF version of the letters and send them to the property owners.
Report to states
When you're ready to start reporting, create state reports and cover sheets in the NAUPA file format. At the end of the process, we'll provide instructions on how to finish submitting your reports and remitting payment to the states.
Keep track of your reporting history
On the Properties page, use the Archived filter to review your reporting history. You can also download copies of your due diligence letters from the Letter History page and reports from the Report History page.