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.

What makes Simple Escheat different.


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.


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.


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)

Let’s get started. It’s simple.

All plans come with a limited 7-day trial*


  • 1 – 10 States
  • 1 FEIN
  • Up to 1,000 Records
  • 1 User



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



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



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


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

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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